I'm on my second @Tesla Model X Plaid (2022 & 2026). I can't ever imagine owning anything but a Tesla. I get that @elonmusk is betting on the Cybercab. But universal adoption for Cybercab is a long way out.
In the meantime, if they'd just add an SUV and a quasi "normal" looking truck to the line-up, they would absolutely OWN the market. Tesla's technology is sooooo far ahead.
I am a raving fan of Tesla. FSD is absolutely incredible. I'm at 96% on my usage. The Cybercab may be great as a replacement for Uber, but FSD (IMO) is still a long way from what's needed to get me from 96% to the 100% usage needed for daily life.
🤖 Made with AI
Those of you who don’t want to see the @Tesla @cybertruck go away — order order order order!!!
I read this post & your follow-on’s as well, @APompliano . Three thoughts:
1) That’s underhanded. I recall the guys from @theallinpod talking about this exact tactic being used by a few of the big labs.
2) I can’t help but feel that as the general-purpose model companies add feature after feature and go after market after market, they ultimately become a jack of all trades, master of none.
3) Most importantly, it comes down to trust. I am a daily Claude user. It’s my go-to thought partner. I’m also an early @cfosilvia user & subscriber. Seeing Anthropic announce this doesn’t even move the needle for me — if I’m hooking up financial info, importing tax returns, etc, etc to a product/service…trust is the first gut-level, intuitive question I ask myself. For me, it’s an easy & immediate answer — I trust the purpose-built, highly focused “little guy” over the soon to be shareholder-driven monolith every time.
Let me tell you a story about how unethical Anthropic is.
In April, the Anthropic team began heavily courting our engineering team to tell them corporate secrets, technical details, and future plans for @cfosilvia.
They pretended their interest was due to our exploding popularity and accelerating compute usage, but it quickly became apparent that Anthropic was fishing for details on how we built our product and why it was so popular.
This included the Anthropic team trying to wine-and-dine our engineers, including a infamous steak dinner where someone told our team "don't worry about it, this is on Dario."
Our team was not born yesterday, so we quickly realized what was happening and refused to share sensitive information and technical details with the Anthropic team.
As we suspected, Anthropic was trying to get information from us, so they could build a competing product. Some people on their team must have a guilty conscious because they messaged us a few days ago to give us "a heads-up" that they were launching a competing product.
Thankfully, the Silvia engineering team has been aggressively working to get off the frontier models for the last ~ 6 months. That effort has been highly successful, because our compute costs are ~ 97% lower when we use our own model & hardware, the latency is lower, and the accuracy of answers materially increases as well.
The sad thing for Anthropic is they have now released an inferior product and they had to sell their soul to do it.
The only thing worse than being a trillion-dollar company that can't beat a 10-person team is being a trillion-dollar company that no one trusts and everyone knows is unethical.
Serious investors continue to choose @cfosilvia over ChatGPT, Claude, and other frontier companies because these products are not optimized to solve the actual user problem.
Today, Anthropic launched a Claude wrapper that is masquerading as a personal finance product. Best of luck to them.
But I will take the Silvia misfits vs the Anthropic losers any day of the week.
if you want to support people trying to do things the right way, and help investors be more informed, then consider signing up for Silvia today: silvia.com
Truer words haven't been spoken in a while...
We're the most technically advanced civilization in history. And the least competent at the same time.
SpaceX can catch a rocket. Delta can't land you at JFK on time, makes you rawdog the flight, and loses your bag.
Amazon gets you a package in 4 hours. The DMV needs 6 weeks for a license.
AI can pass the bar exam. Public schools can't teach kids how to do basic math.
Your watch can detect AFib. Your insurance needs 3 weeks to approve a visit.
Your car can spot a pedestrian and brake on its own. Your city can't keep needles off the sidewalk.
AI can design a new protein. Your hospital can't send you a correct bill.
AI can draw a building in minutes. The city takes three years to approve a duplex.
Satellites and cameras can track a car across the city. A man with 30 arrests walks out the next morning.
My @Tesla mobile office road-trip setup:
- Cupholder table (aka laptop desk)
- @Starlink mini on the dash
- 2nd monitor on the windshield for eyes-forward driving
- @insta360 webcam
Not shown:
- @WisprFlow for “typing”
- lap desk for keyboard/trackpad
This particular trip was 418 miles or about 7 hours including charging stops. 100% FSD the entire way (zero touching the steering wheel). Completely productive the entire time working with my AI agents plus 4 human Zoom meetings. In fact, more productive than if I were sitting at my desk at my office.
What an absolutely amazing time to be alive!!!
Curious if @cfosilvia has an MCP connector so I can hook it up to my Grok Bot agents. @Valmassoi @APompliano
PS - Was an early user of Silvia and love what the product has grown into!
Putting out my Christmas wish early this year — @Tesla please connect @bot to @grok in the car! 🙏🏻🙏🏻🙏🏻
#productivitymaxxing
People fall into one of two camps when seeing a video like this — it’s either “Oh F*CK” or “Let’s GOOO!!!”. At 54 years old, I’m in the Let’s GOOO camp — I want to see where this all goes!
Noodle this for a sec — Tesla has improved its FSD software by billions of miles driven and learning from that data. The same principle applies to fighting robots. Being 55 is the best age — I get to live through this amazing technological revolution…and if it all goes to shit, I’ll be dead soon.
I fastened my seatbelt in the parking garage at our building in downtown Fort Wayne, entered the destination address in Nashville, and pressed the "Start Driving" button on the screen.
The next time I would touch the steering wheel (literally) was over 400 miles later as I was pulling into the hotel parking lot in Nashville.
Productivitymaxxing at it's best.
With the help of Claude, Perplexity Computer (for deep market research) and WisprFlow, I was able to get a solid 6 1/2 hours of work done on a project I'm considering.
What an absolutely amazing time to be alive!
We all carry stories in our heads.
Most of the time we don’t even know they’re running the show.
A few years ago I sat in a meeting — inside the building I owned, surrounded by people I employed, at the company I started — too scared to ask a simple question.
Not because I didn’t have one.
Because of a story I’d told myself since I was a kid.
That’s the sneaky power of head trash. It doesn’t knock. It just takes over.
I recorded this video sitting in that exact seat.
What story is quietly running yours? Drop it below 👇
Watch this and then pause for a second and think to yourself, "What would the world be like and feel like if the news focused on these types of stories 90% of the time?"
This quoted post is unavailable.
I used to believe my grandparents’ generation saw the most change. They were in their 30’s before they ever watched television. Think about that. They came of age when cars were just becoming a normal thing, telephones were arriving in homes for the first time, and commercial air travel was something only the wealthy and the brave did.
But I now believe it’s my generation living through the greatest period of change in human history — and I don’t think it’s particularly close.
We grew up analog. Rotary phones, paper maps, encyclopedias, and Saturday morning cartoons that you either caught live or missed forever. Then, one by one, everything changed. Cable TV. VCR’s & Blockbuster. The cell phone. Email. The internet. The smartphone. Amazon delivering something to my door the same day I ordered it. Food showing up in 30 minutes without leaving the couch. And now — my car drives itself with me as a passenger 95% of the time.
This isn’t evolution. That’s a complete rewrite of daily life, and we’re getting to witness it happen in real time.
To think we’re just getting started is hard to comprehend. The next 10 years is going to break people’s brains….and probably a lot of other things too.
If you’re like me and were born in the 70’s, here’s the good news — if it all goes to shit we’ll will be dead soon anyway.
For all of you 20-somethings….
Your welcome / I’m sorry.
Good Luck and Godspeed! 🤷🏼♂️
Self-driving is the hardest consumer technology problem anyone has ever attempted.
The iPhone combined a touchscreen, cellular radio, processor, and camera into one device. Genuinely brilliant product design. But every component existed before Jobs walked on stage in 2007. The engineering risk was integration, not invention.
FSD has no reference architecture. No one has shipped vision-only autonomy at scale. There’s no prior product to reverse-engineer. Every mile driven generates edge cases that have to be solved in real time with zero margin for error. A phone crash means a reboot. A car crash means a funeral.
Tesla’s fleet has now logged billions of supervised FSD miles. Each one feeds a training loop that compounds. The neural net today is unrecognizable from the version two years ago. And the rate of improvement is accelerating, not flattening. That’s the single most important signal in any technology curve.
The smartphone revolution gave 1.5 billion people a computer in their pocket. Real autonomy gives 6 billion people their time back. Every commute, every truck route, every elderly driver who lost their license, every 22-year-old who would’ve driven home drunk anyway.
Waymo spent 15 years, uses LIDAR, HD maps, and geofenced cities. Tesla is attempting the same thing with cameras and software on roads it has never pre-mapped. Whether you think they’ll get there or not, the scope of that ambition has no comparison in consumer tech.
People discount FSD because they’re anchored to finished products. The iPhone is done. You can hold it, count the users, measure the revenue. FSD is being built in public, which makes it easy to pick apart. But the hardest engineering problems look unimpressive right up until the moment they work. Then everyone pretends it was obvious.