Founder/CEO @AvalaAI, Prev @TeslaSI Building Fleet Learning for Physical AGI 🇺🇸🇳🇿🇱🇰

SF
Joined December 2007
Emal Alwis retweeted
I started writing a blog. Not sure if I'll manage to keep up. First few articles are about how I think we should be doing HW-SW "co-design" with an example of exp2 HW - rajivkurian.github.io/
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Emal Alwis retweeted
Stop frying your brain with endless short form content. Read long, complicated, books. Especially novels. Cultivate the ability to think deeply. To focus for long periods. Stare into space and enjoy boredom. Do tasks without any media playing in the background. Resist the urge to reach for your phone every time you feel uncomfortable. Get used to being with uncomfortable emotions instead. Wonder and think about the questions you have instead of asking AI. Become deeply present with everyone around you. Your ability to focus, pay attention, to think deeply, is one of your most valuable assets. Reclaim the immense beauty of experiencing your life directly instead of living it through a screen.
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Emal Alwis retweeted
I believe that 99% of success is just the ability to outlast uncertainty. The one who can tolerate the most uncertainty will eventually win.
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Emal Alwis retweeted
Two years ago, @pyetras and I started @3rddimensionai with a simple conviction: the future of simulation would be grounded in reality. Only then could autonomous systems be validated in sim, at scale. Today, I’m excited to share that @3rddimensionai is being acquired by @Rivian The real world is incredibly complex, with a long tail of rare events that makes validation nearly impossible at scale. Instead of trying to recreate that complexity by hand, we believed we could start with reality itself — reconstruct the world from sensor data, then make it controllable, editable and generative. Over the last two years, we built that technology and assembled one of the most incredible teams working in spatial AI. Rivian is a natural fit for our next chapter. It was a competitive process, but we ultimately chose Rivian for four reasons: - The product is simply incredible. - We’ll be 100% focused on our original thesis: how do we use simulation to validate autonomy at scale? We’ll get to put what we’ve built directly in the loop with real vehicles, real-world data and an autonomy stack. - The Rivian team is incredibly ambitious. This already shows in the quality of the vehicles, and the autonomy available to date. - James has built a no nonsense, first principles team focused on the task at hand. On a more personal level, I’ve long admired @RJScaringe grit and determination as a founder, and I’m looking forward to learning from him. There are so many people who got us here. @pyetras, my co-founder, has been an incredible partner from day one, and never stopped pushing our vision forward and the bar higher technically. Christian, our Chief Researcher, elevated how we think about research and what we should be ambitious enough to tackle. And the entire @3rddimensionai team: many of you left bigger, more established, better-funded companies to take a chance on this. I can’t thank you enough. I’m incredibly proud of this team, and very happy that we get to stay together and keep doing what we love. As a first-time founder, I’m incredibly grateful for the backing of our investors. Their support gave me the confidence to take risks, set ambitious goals, and be honest when something wasn’t working. @asenkut @DetweilerJames at @felicis gave us the backing and legitimacy to think much bigger. Fouad at @Soma_Capital wrote me my first check as a founder. The teams at @MVP_Ventures and @AbstractVC rode out the highs and lows and rolled up their sleeves when we needed them. Thank you. And to my wife, @clairekart , and all the partners and families behind our team: startups have a way of becoming part of your lives whether you signed up for them or not. Thank you for the late nights, the uncertainty, and all the times the company came home with us. I’m confident this next chapter is a positive one for our employees and their families. Finally, thank you to @RJScaringe, James, Ben and everyone at @Rivian for believing in the team and what we’ve built. We have a lot to do. I’m excited to get started. techcrunch.com/2026/10/22/ri…
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We are launching the Tesla Robotaxi safety report today. Till date, Robotaxi has driven a total of 3.3 million miles autonomously, and has had zero injuries nor airbag deployments. If the same number of miles were to be manually driven, we should expect roughly 9 injuries to the occupants or other pedestrians and 4 airbag deployments on average. We will continue to transparently share our progress with the public using this page. tesla.com/robotaxi/safety
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Emal Alwis retweeted
Let me fix that tweet for you: 1. The people rioting in Paris are criminals who are committing crimes. 2. Destroying hard-working people’s businesses is evil and not a valid form of protest.
From the high schools of France to the streets of Madrid to the universities of Tirana, young people are telling their governments the same thing: in an age of massive wealth inequality, they want a future they can believe in. In France, students and teachers are asking for safe schools, enough teachers and smaller classes. In Spain, for affordable rent and housing. In Albania, for good jobs and an end to corruption. @JDVance says this is what happens when a nation lets in too many immigrants from the global south. He is not just morally wrong, but misreading the moment. The is what happens when nations let wealth and power accumulate in the hands of a few. This is what happens when young people lose hope in their future. In America, let us listen to our young. We need an economic and political transformation. America's Next New Deal.
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Emal Alwis retweeted
You've probably seen the video. A young Frenchwoman in Paris, in tears, begging looters to stop. "Why are you doing this? That's not what we stand for." Some accounts are mocking her. "She voted for it." I won't. Because what you see on her face is not stupidity. It's a disease that has infected the entire West, and it has a name: suicidal empathy. The term comes from Gad Saad, an evolutionary behavioral scientist at Concordia University in Montreal. A man who fled the Lebanese civil war as a child, and who knows what it looks like when a society falls apart. His new book, Suicidal Empathy: Dying to Be Kind, is the follow-up to The Parasitic Mind. Here is the thesis, and why it concerns every one of us. Empathy is one of the best things about us. It evolved for a reason: to care for our children, our kin, our tribe. It was calibrated for a world where the people you felt for were the people around you, and where empathy always came paired with its counterweight: the instinct to protect your own and to recognize a threat. Suicidal empathy is what happens when that mechanism misfires. When it fires at the wrong targets, in the wrong amounts, with no brake. When we feel more for the criminal than for his victim. More for the stranger who breaks the rules than for the citizen who follows them. More for how compassionate we look than for what our compassion actually produces. Where does it come from? Four layers. First, biology. Empathy is a spotlight, as the psychologist Paul Bloom put it. It lights up the one face in front of you and leaves everything else in the dark. The crying migrant on the boat is visible. The thousands of future victims of a broken system are statistics. A spotlight is a terrible tool for running a country. Second, our own civilization. The West is the civilization that put the victim at the center of its morality. Christianity taught us to care for the stranger, the poor, the weak. It was one of the greatest moral revolutions in history. But cut off from its other half, justice, responsibility, the duty to protect your own, it turns into something else. Third, ideology. In The Parasitic Mind, Saad described idea pathogens, ideas that hijack our reasoning. Suicidal empathy is the emotional counterpart: an ideology that hijacks our compassion. It sorts the world into oppressors and victims, then demands unlimited empathy for whoever ranks as the victim, whatever they do. Fourth, status. In the age of social media, empathy has become a display. Posting "refugees welcome" costs nothing and earns applause. The bill goes to someone else: the working class, the suburbs, the women walking home at night. The results are everywhere. Criminals treated as victims of society. Sexual assaults by migrants met with lenient sentences. Self-defense branded as aggression. Borders treated as cruelty. Saad's conclusion is simple: a society dies when it would rather display infinite tolerance than use its survival instinct. Now the part I'll add myself, and that few people dare to say. On average, women score higher than men on measures of empathy. It's one of the most consistent findings in psychology, across cultures, and it makes perfect evolutionary sense: for most of human history, the survival of children depended on it. It's a strength. But it means an ideology that weaponizes empathy will hit women harder. And the data shows it: in country after country, young women have moved sharply to the left of young men, especially on immigration. This is where men have a responsibility. Not to mock. Not to lecture. Not to say "she deserved it." Empathy has always needed a counterweight, and that counterweight was the protective instinct: the one that draws lines, says no, and stands between the threat and the people it loves. Men abandoned that role. They were told it was toxic, and many believed it. So they stayed silent at the dinner table, at work, with their partners, sisters, daughters and friends. That has to end. Men have to have this conversation, honestly and with respect: compassion that cannot say no is not compassion. It's surrender. And the first to pay for it are women. Many women already understand this better than anyone. Some of the bravest voices in this fight are women, precisely because they are the first to feel the danger in the street. A civilization rests on a balance: compassion and strength, openness and borders, mercy and justice. When one side swallows the other, the foundations crack. What we are watching in Europe is what happens when empathy has no counterweight left. Look at that young woman again. She isn't the enemy. She's what this ideology made of a generation that was told kindness would be enough. Our job is to make sure she's the last generation that has to learn it this way.
She voted for it. She welcomed them. Faced with the encore, she begs them to stop. In her heart she knows they will not. Everything she believed. That they were French like her, fighting for the same cause. That the ones who warned her were full of hate. That she would be safe. It all falls apart in this moment. She is terrified of what comes next. In her heart she knows. Only remigration can save her.
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Emal Alwis retweeted
This is gone now. At this point we are just witnessing terrorism.
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Emal Alwis retweeted
To every American, and to everyone watching France burn from abroad: Do not blame the French people for this. We never asked for it. We never voted for it. And the one time we were clearly asked, we said no. Here are the numbers your media won't show you. 70% of the French say there are too many immigrants in France today. 79% want a tougher immigration policy. 77% disapprove of the government's record on immigration. 83% want foreign criminals and long-term unemployed foreigners sent home. And no, it's not just the old. 69% of French 18 to 24 year olds support suspending legal immigration for three years. This is not a fringe. This is the French people. In 2005, we were asked if we wanted the European Constitution. 55% voted no. Three years later, our politicians passed the same text under another name, through parliament, without ever asking us again. That is modern France in one sentence. The people say no. The elites do it anyway. So who is responsible? The politicians who lied to us. A class of leaders formed in the same schools, the same forums, the same networks, loyal to each other before they are loyal to their nations. In 2017, at Harvard, Klaus Schwab, founder of the World Economic Forum, bragged about his Young Global Leaders program in four words: "We penetrate the cabinets." He added that it was true in France. Emmanuel Macron was one of his Young Global Leaders. It's the same project in Brussels with Ursula von der Leyen and in Paris with Macron. Borders treated as an obstacle. Nations treated as relics. The people treated as a problem to be managed. What you are watching in France is not the French people failing. It is the end of the globalist project, an abject, quasi-communist dream of a world run by unelected planners. It is collapsing everywhere in Europe at once, and the West has to cut this cancer out before it takes the rest of the body with it. The peoples of Europe don't want this. They never did. So when you see our town halls burning, don't say "the French chose this." The French never chose this. They were forced into it. If you're French and you agree, repost this so the world hears it from us. If you're American, look at us carefully. Then choose differently on November 3rd.
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Emal Alwis retweeted
Sometimes a demo is simply to remind the world that your competition has no desire to dream -- and no ability to evolve.
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Emal Alwis retweeted
my politics are whatever this is
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Emal Alwis retweeted
The academics think the founder who raised at $2B valuation can pay but they can’t You are a founder who owns 50% of your company and you have 20x voting rights. You owe 5% on $10B in the asset seizure tax. You owe $500M of your paper $1B. Find me a way to get a loan for half your illiquid net worth. You cant. The asset seizure proponents are dishonest and also it’s not a 5% tax on startups. It’s a 50% tax in this simple case.
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Emal Alwis retweeted
optimism wins
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Emal Alwis retweeted
Be profitable and run your company with maximal agentic loops You don’t need to sell more of your co anymore $10M profit per year reinvested is like an annual Series A no dilution The best startups do this now. No whinging about the Series A/B crunch. You don’t need saving.
Series A and Series B are the hardest rounds for founders today. Founders launch a vertical AI SaaS company. They reach $1M-$3M ARR in 2 years or $5M-$10M in 3-4 years. They go out to market with their 1x-3x growth. Almost no interest from investors. If it's not the right category or a deep, long-term conviction bet, most investors stay away. Founders are stuck with large pref stacks and a market that doesn't value this growth. They are neither sustainable (at their current burn) nor venture-fundable (without growth). The exit options (if available) don't leave much for the team. In most cases, founders are required to join the acquiring company (but they aren't interested). I talk to many founders who have been misadvised, and they keep grinding without making progress. The Series A or B that didn't happen won't magically happen in 1 year with a little more progress. If the market moves much faster than your company progresses, you will always be behind. If you are told today to hit some metrics and come back, the market will have already moved by the time you return.
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More sweet notes from the kids 🥹🥰🇺🇸
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We’ve continued to receive many very sweet notes from parent, grandparents, aunts, uncles and even some great grandparents 🥹🥰🇺🇸
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This is everything I admired about America as a teenager growing up in France. Michael Dell starts a company at 19 in his dorm room with $1,000, becomes a billionaire, then he and Susan commit $6.25 billion to give 25 million American children their first investment. I remember my high school teachers blaming large corporations and their dividends. It was just accepted in the classroom: corporations were evil, dividends were evil. And I remember thinking: wait. There’s a system where I can buy a piece of these companies, and they’ll give me money on a recurring basis? Everyone was explaining why this was terrible, and all I could think was: I need a piece of that. If I want to escape poverty, I need to own some of these businesses. It took me years to understand investing properly. I hope these kids get that realization much sooner. Munger said: “Show me the incentive and I’ll show you the outcome.” You can explain the benefits of capitalism forever. But owning a piece of a business gives you a personal reason to understand profits, dividends, reinvestment and compounding. Suddenly, America’s most successful companies are partly yours. Their success means something to you. And maybe a kid who starts by asking “What do I own?” will eventually ask “What could I build?” That’s what makes this so inspiring to me. A man who built his fortune giving millions of children a first experience of ownership, and perhaps the ambition to build something themselves. This is the America I dreamed of. LFG America 🇺🇸
$6.25 billion. 25 million children. $250 each. Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸 onedell.com/investamerica/
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Emal Alwis retweeted
TL/DR the world will be better off with more intelligence
Assorted things I've been mulling over regarding agents in the economy: • Companies are in some sense the original superintelligence. It's often the case that they can use their amortized cognitive surplus to advance their interests against those of certain consumers: relative to the optimization capacity of companies, consumers can be inattentive, underinformed, irrational, etc. (Think, say, of some of the classic insurance upsells at the end of a booking process, which is typically priced substantially above what a regular policy would cost.) Herbert Simon introduced the idea of bounded rationality, and firms often end up benefiting from it. Thanks to personal agents, we will probably get somewhat more rational in how we engage with companies. • How exactly will outcomes change? Well, certain kinds of price discrimination will work less well (how do coupons work if every agent hunts fastidiously for them?), and certain kinds of customer cross-subsidy will change (today, people who forget to cancel subscriptions subsidize those who don't). Taken across the economy as a whole, I'm not sure what the incidence of all of this will be. • In corporate strategy, people have long debated the relative importance of distribution and product quality. Perhaps you've made something better, but does anyone know about it? Won't people just continue to buy the ACME Corp Mousetraps? Personal agents will, I think, act as a kind of structural subsidy for product quality. How would markets look different if individuals always spent at least 10 hours researching their purchases? On the margin, focusing on making a product better is, I think, going to become a more effective strategy for companies. This is good! • It true, a corollary is that information about product quality will become more important and impactful. Today, most people have very limited ability to aggregate and integrate such data, but agents will have insatiable thirst for such signals. (It's often said that data is becoming more valuable because it helps in the training of models. That's obviously true, but I think there's a secondary way in which it's more valuable simply as a complement to cheaper intelligence.) • A big question is whether agents will increase superstar effects (rational agents all settle on the same product) or increase dispersion (because everyone has slightly different tastes and preferences, which agents are good at eliciting, finally overcoming the artificial clustering we've been subjected to). • Many internet companies have monetized demand routing, which is in turn often predicated on short attention spans. "I'll click on the first thing I see." This has led to some amount of inefficiency, as companies try to propitiate capricious ranking algorithms and incur various placement fees. It's not all deadweight loss (willingness to pay is itself a kind of signal, which is valuable to buyers), but it's not great. How will the nature and value of this routing change in a world of personal agents? I don't know the answer, but I think that the effects might be pretty big. • Much of what I'm writing hinges on the assumption that personal agents will be on the consumer's side. I suspect that that will be the winning strategy, but whether it's true, and what it means to be true, involves a lot of other questions. Taken as a whole, the market is a massively parallelized, decentralized, and highly imperfect value attribution machine, and, taking stock of all of the effects, it seems to me that the quality point may well be the biggest: that agents will change the nature of the backpropagation such that the rewards for better products increase. Maybe this is too optimistic, but I suspect (and hope) that companies that make things that they're proud of will feel that the universe is a little more partisan in their favor.
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Emal Alwis retweeted
We need to recognize that the pro-Palestinian protests are fundamentally protests against the West, and their ambitions are much greater than eradicating Israel from the river to the sea. We need to take these threats seriously.
The Islamic Revolution in Europe has begun. This is France. Today, we see the same scenes in Berlin. Every day, these hordes waving the Arab National Socialist flags of Palestine grow larger. In Iran, it took roughly two years to go from this stage to complete chaos and the establishment of the Islamic Republic. We saw the same symbolism, the same flags, and heard the exact same slogans. Brace yourselves.
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