@EnerTuition

Skeptic honed in seeing through IB and management BS. Writing about AI, CPUs, GPUs, Solar, BEVs, Autonomous driving, etc. Tag me on anything related.

 enertuition.bsky.social
enertuition.substack.com/
Joined October 2017
  • Tweets14.4K
  • Following351
  • Followers2.3K
239Media
Arbitrary diktats lead to terrible outcomes. Ask Jensen @Nvidia. The man sucked up to Trump and his China business went to zero. Even a policy that you don't like, like the Biden era GPU restrictions, is better than arbitrariness of the current administration.
EnerTuition@EnerTuitionJun 14
My take on the US government restriction on Anthropic enertuition.substack.com/p/t…
4
855
Fred is absolutely on the mark here. You really don't know Musk if you don't see that the stunt Roadster is to SpaceX/Tesla merger as Solar Roof was to Tesla/SolarCity merger. $TSLA $SPCX
Fred Lambert
@FredLambertOct 16
People are acting like I'm a party pooper here, and that's OK. I've just been around Tesla for a long time. I know what I'm looking at. Again, the stunts are awesome. Truly cool and hard to pull off, but Tesla owes me and many others Roadsters for a decade. Paid in full. Now we get a cool demo they are using to justify pushing deliveries back another 2 years. And we have heard that before. So 2 years is just another maybe. The whole event gave me vibes of Tesla Solar Roof unveiling. That was right before Tesla and SolarCity merged and was used to justify the merger. This looks like the same thing, but for SpaceX, ahead of a proposed merger that I expect will be announced soon. And we all know what happened to the Tesla Solar Roof.
1
5
348
Fred is absolutely on the mark here. You really don't know Musk if you don't see that the stunt Roadster is to SpaceX/Tesla merger as Solar Roof was to Tesla/SolarCity merger.
Fred Lambert
@FredLambertOct 16
People are acting like I'm a party pooper here, and that's OK. I've just been around Tesla for a long time. I know what I'm looking at. Again, the stunts are awesome. Truly cool and hard to pull off, but Tesla owes me and many others Roadsters for a decade. Paid in full. Now we get a cool demo they are using to justify pushing deliveries back another 2 years. And we have heard that before. So 2 years is just another maybe. The whole event gave me vibes of Tesla Solar Roof unveiling. That was right before Tesla and SolarCity merged and was used to justify the merger. This looks like the same thing, but for SpaceX, ahead of a proposed merger that I expect will be announced soon. And we all know what happened to the Tesla Solar Roof.
2
4
416
Sometimes a demo is simply to ..... 1. 2. 3. 4. 5. . .. N. With Musk the intentions are rarely honorable so many options.
Nikita Bier
@nikitabierOct 16
Sometimes a demo is simply to remind the world that your competition has no desire to dream -- and no ability to evolve.
184
Good to see that Musk roadster stunt is not helping a lot with the stock pump today. Some people can be fooled all the time but fewer people to be fooled for the nth time. $SPCX $TSLA
1
1
4
315
As dumb as it gets from a VC. Do not confuse scarcity with a secular trend.
a16z
@a16zOct 14
Compute scarcity, in one chart Old GPUs are turning into appreciating assets
3
221
My take on Anthropic Q3: enertuition.substack.com/p/a…
1
1
331
Kind of comical that $CRWV - which has a strong set of customers - is dropping like a rock. All the while, the Musk FOMO machine $SPCX is building capacity without customers and is still doing quite well.
1
244
More from the "Vote Stupid, get stupid" department - although one wishes stupidity was the worst thing with this guy: truthsocial.com/@realDonaldT…

The White House considers anyone that uses the term, “Artificial Intelligence,” as opposed to the...

The White House considers anyone that uses the term, “Artificial Intelligence,” as opposed to the highly accepted new and more accurate term, “Super Intelligence,” THE ENEMY! President DONALD J. TRUMP

truthsocial.com
4
239
What is likely happening here is that Elon is likely trying to get a lot of concessions and investments from @Intel for the terafab and @LipBuTan1 is likely pushing back. If so, this is correct. It would be very unwise for Intel to invest much risk money on Musk.
Elon Musk
@elonmuskOct 3
Replying to @wholemars
Just discussions, but something may come of it
1
5
381
$NVDA Something that I have said for a long time: bloomberg.com/news/features/…

Nvidia’s Blind Spots Exposed by China Chip Smuggling

The company’s AI chips keep making their way to China despite US curbs. Officials are asking why the company missed red flags.

bloomberg.com
1
224
People can disagree on if the laws are right but it is hard to see a scenario where Nvidia did not know about the path its products are taking to China and the loopholes in the system.
88
$TSLA $SPCX Gullible should look at the history of Elon ramp claims to get a clue that the man is pushing nonsense as usual. Optimus is as close to a ZERO as one gets. Other than pumping stock and stealing money from the gullible, it has no value.
Techmeme
@TechmemeSep 25
Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (The Information) (Visit Techmeme dot com for the link and full context!)
2
3
604
Even more from the "vote stupid, get stupid", department.
Wall St Engine
@wallstengineSep 25
Trump says Xi Jinping “seemed to like” his proposal to call artificial intelligence “super intelligence," adding that “everyone last night agreed” on the term.
195
$ARM Is Masa dumping ARM on gullible?
201
Finally, the data center heat issue has reached popular press. I expect this to slow down a lot of urban/suburban DC construction - and deservedly so. bloomberg.com/graphics/2026-…

AI Data Centers Release Heat, Posing New Problem for Cities

As facilities to power AI grow larger and are built in clusters, they are spreading hot air beyond their property lines

bloomberg.com
152
Never ceases to amuse me when the market sends $INTC and $ARM more than $AMD on strong CPU news. That is the result of this era of misinformation where every other guy who knows very little about a topic passing as an expert on Twitter, Substack and other social media outlets.
1
199
$SPCX $TSLA This kind of nonsensical proclamations from Elon mean very little. Out of cult people know that this guy has been selling FSD on Tesla's to gullible customers since 2016 and the technology still does not work as advertised a decade later.
Wall St Engine
@wallstengineSep 13
BREAKING: Elon Musk is “highly confident” SpaceX $SPCX will begin launching $NVDA Vera Rubin NVL72 AI systems into orbit in 2027, as part of its push to build AI compute infrastructure in space.
1
4
551
You have to wonder who is crazier: Bernie or people who post what Bernie says as if it is serious matter worth dicussion?
unusual_whales
@unusual_whalesSep 13
BREAKING: Bernie Sanders has proposed a 20-year prison sentence for AI developers who move forward with Artificial Superintelligence plans, a penalty comparable to illegally developing rogue nuclear weapons.
1
1
230
Lots of "never forget" comments. The popular culture is not going to let us forget even if we want to. The more important thing is what have we learnt from it. The Middle East is still burning, and we have added a bunch of Iranians to the list of people who hate us with passion.
1
136
What @sama saying here is something I have been saying for a while. Sam is slamming the FOMO that is Musk but the more important point is that Jalapeno can severely impair an expensive all @Nvidia buildout. $NVDA $AMD
P Equity Research 📰
@pequityresearchSep 2
Sam Altman made some important remarks on the @sourcespod with @alexeheath: > Not worried about OpenAI's compute buildout plan; believes will use all of their compute very profitability > Concerned about "unsustainable silliness" of random new neoclouds popping up and claiming to build gigantic lines of compute without the revenue and customer to support. > Believes they can confidently pay for all of the compute they have committed to. > "Cost is no object" for compute. People believe they can build compute and someone will buy it at a higher price. > OpenAI has no plan of selling compute externally anytime soon. $NVDA $NBIS $AMD $MRVL $AVGO $IREN $CRWV
1
369
Load more