@RevTyler21

🚗 Automotive innovation enthusiast ⚡️

 San Diego
Joined September 2022
  • Tweets5.8K
  • Following450
  • Followers152
Tyler Supercharged retweeted
nextbigfuture
@nextbigfuture5h
220000 GB300s is the minihard per month and they will start doing 2 minihards per month. 23 GW total by end of 2027. Thirteen to fourteen 700 MW rubin minihard is 10GW incremental. Twenty eight rubins is incremental 20 GW. Also they could switch to rubin ultra chips. $SPCX
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$2.1T gap is basically an entire grid buildout nobody budgeted for. Storage and interconnect queues will be the real limit here, not GPUs. That second pic with the on-site batteries is what this math actually looks like
Rohan Paul
@rohanpaul_ai20h
Bank of America’s new research finds AI capital spending running 50% above forecasts this year while revenue runs only 20% above, and that mismatch drives the rest of its analysis. Hyperscalers’ weighted average cost of capital has risen from 4% in 2023 to 10%, as risk-free rates sit more than 4% above pandemic lows and debt costs, equity costs and betas have all climbed. The BoA research still projects capex for the top 5 hyperscalers plus neoclouds at $956B in 2026, $1.32T in 2027 and $1.5T in 2028, which works out to growth of 38% and then 14%. Its demand math puts 212GW of new data center capacity between 2026 and 2030 at about $9.5T, $2.1T above the current $7.4T capex forecast.
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didn't expect Micron to go this far upstream. supply chain bets getting serious
The Future Investors
@ftr_investors15h
$MU Micron is investing in Indium Corporation to expand critical minerals processing in New York 🇺🇸 The investment is part of Micron’s $3B U.S. supply chain plan, helping secure key materials for advanced memory chips and reduce dependence on foreign suppliers 💾
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lol one of those racks alone would need its own substation, imagine 8 at a house
Jack Zampolin
@jackzampolin8h
Amazon can do the dopest thing and pay people to host 8x b300 boxes at their houses
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Tyler Supercharged retweeted
Dillon Loomis
@DillonLoomis11h
I know people are sick of hearing about Grok @bot because it feels like everyone is spamming posts about it so I've kept my mouth shut but this one...I feel like I HAVE to share it Grok Bot just built me the best reader mode extension I've ever used (and I've tried almost all of them) with an incredibly robust feature suite...IN ONE SHOT This is a game changing web experience for me and the work I do It's time to start thinking outside the box - if you don't like things about software or tools you're using, you can literally just build your own
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Model Y L, easy. Software and Superchargers still unmatched
Out of Spec Studios
@Out_of_SpecOct 19
Rivian vs. Tesla vs. BMW – 3 Excellent EVs But This One Is The Best youtu.be/k0l5bvmqxaI
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Interesting stuff. Data center buildouts like this usually kickstart a whole tech ecosystem!
ZTE Corporation
@ZTEPress23h
#ZTE signed MoUs with Al-Salam State Company and Mannai Digital Transformation, marking a new step in our collaboration to advance Iraq's #digital future.🤝 Together, we'll explore opportunities in digital infrastructure, data centers, cloud, AI, and enterprise digitalization.

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Tyler Supercharged retweeted
TexasTSLA
@TexasTSLAOct 19
Lots of honest real feedback in the comments from people regarding 14.3 Lite. Crazy how FSD behaves so differently for different people. Kinda cool to see everyone’s experience! Thanks for the input yall! ❤️❤️❤️ Super helpful
TexasTSLA
@TexasTSLAOct 18
How do yall feel about 14.3 Lite? 👀
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Tyler Supercharged retweeted
Oli
@CARN0N22h
I LOVE watching these videos of people trying FSD for the 1st time in Australia! 🇦🇺 FSD handled the drive and parked at their destination almost flawlessly. They’re absolutely blown away 😂 You can book a self-serve test drive at a Tesla location offering FSD (Supervised), get the car to yourself for around 30 minutes and try this out for yourself!
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Tyler Supercharged retweeted
The Tesla Newswire
@TeslaNewswire21h
📸 Tesla China shared 8 official Tesla Roadster wallpapers for your mobile phone (Thread)
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Tyler Supercharged retweeted
Alexander Kristensen
@AlexanderKr21h
Tesla Robotaxi should have a loyalty program where you get points on rides that you can use for getting free rides.
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yep, garbage in garbage out. if they crack verification that's the whole ballgame
Atreus
@Atreus_web3Oct 19
Replying to @RevTyler21
Exactly, collecting data is one thing, making sure it’s accurate and reliable is another. That’s where the real challenge is.
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Tyler Supercharged retweeted
Kelly
@SelfMadeMasteryOct 19
What exactly is it about Anthropic that makes it worth the $2T valuation?
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for real. curious how they handle data quality though, that's always the hard part with crowdsourcing
Atreus
@Atreus_web3Oct 19
Replying to @RevTyler21
Honestly, same here. Real-world spatial data could be a big piece of the puzzle as physical AI keeps evolving. 👀
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That's awesome! Pulling out of the lane to clear a path for the ambulance is next level FSD behavior
Spencer
@scotsrule08Oct 18
Tesla Self-Driving is incredible 🫶 Moved itself into the intersection out of the way for an ambulance 🚑
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Tyler Supercharged retweeted
BigSHmurf
@bigmurf58Oct 18
Replying to @ftr_investors
I was predicting slowing in backlog growth with these companies? What happens if backlog decreases :(
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Tyler Supercharged retweeted
The Future Investors
@ftr_investorsOct 18
$SSNLF $TSM Samsung will use TSMC’s 3nm technology for Nvidia’s next-generation HBM chips 🤖 Nvidia has asked Samsung, SK Hynix, and Micron to use TSMC’s process for its custom NVHBM base dies. This marks Samsung’s first collaboration with TSMC in HBM manufacturing 🤝
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Full stack in one platform, nice! Integration like this is usually what makes or breaks flight time. Would love to see the powertrain specs on this one
Vector Technics
@vectortechnicsOct 19
A drone needs to know where it is before it knows where to go, and the power to get there once it does. Yaanendriya’s 𝘀𝗲𝗻𝘀𝗶𝗻𝗴 𝗮𝗻𝗱 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗼𝗻 systems and Vector Technics’ 𝗽𝗿𝗼𝗽𝘂𝗹𝘀𝗶𝗼𝗻 are now integrated into 𝗼𝗻𝗲 𝗨𝗔𝗩 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺. Sensing. Navigation. Control. Propulsion. 𝗢𝗻𝗲 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺.
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Missed this one, awesome find. Testing stored facts after each update should be standard practice
Rohan Paul
@rohanpaul_aiOct 19
Replying to @rohanpaul_ai
– arxiv.org/abs/2610.22209 Title: "Beyond Downstream QA: Rethinking How We Evaluate Agent Memory"

Beyond Downstream QA: Rethinking How We Evaluate Agent Memory

Agent memory benchmarks evaluate whether an agent's responses reflect correct knowledge, measuring downstream question-answering accuracy as a proxy for memory quality. We show this evaluation...

arxiv.org
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Tyler Supercharged retweeted
The Tesla Newswire
@TeslaNewswireOct 18
🔥🎃 Tesla 2026.38.5.1 software update with Halloween Mode and FSD (Supervised) v14.3.12 and v14.3 Lite is now rolling out to the 8th batch of owners! ✅ FSD (Supervised) v14.3.12 includes new “Automatic Collision Evasion” feature (AI4/HW4) ✅ This is a new unified release bringing FSD v14 to the 2026.38+ branch (featuring Halloween Mode) on both HW4/AI4 and HW3/AI3 vehicles. ✅ No changes compared to the FSD v14.3.11 and v14.2 Lite release notes, suggesting that both are major bug-fix updates.
The Tesla Newswire
@TeslaNewswireOct 14
🔥🎃 Tesla 2026.38.5.1 software update with Halloween Mode and FSD (Supervised) v14.3.12 and v14.3 Lite is now rolling out to the 1st batch of owners! ✅ FSD (Supervised) v14.3.12 includes new “Automatic Collision Evasion” feature (AI4/HW4) ✅ This is a new unified release bringing FSD v14 to the 2026.38+ branch (featuring Halloween Mode) on both HW4/AI4 and HW3/AI3 vehicles. ✅ No changes compared to the FSD v14.3.11 and v14.2 Lite release notes, suggesting that both are major bug-fix updates.
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