People are buying FSD with a car attached, not the other way around
Tesla has just released its Q3 earnings results.
Highlights:
• EPS (non-GAAP): $0.48 (vs. $0.45 est)
• Revenue: $28.05B (vs. $28.3B est)
• Adjusted EBITDA: $3.90B
• Active FSD Subscriptions: 1.74M, up 67% YoY from 1.04M
• Net income (GAAP): $787M
• Free cash flow: $1.53B
• Capex: $4.73B
• Cash & marketable securities: $45.45B, up 9% YoY
chris walker retweeted
I’ve spent a few days thinking about the Tesla Roadster reveal and landed somewhere I haven’t seen much discussion. I’m neither a Tesla fanboy nor a Tesla hater. And I couldn’t care less whether what we saw technically qualifies as a flying car. Three takeaways: (1) The risk of that live demonstration going horribly wrong was real. Almost no CEO would willingly expose their company to that kind of public humiliation for a product with so little financial upside. Elon did. (2) That willingness to attempt the seemingly impossible is what makes Tesla special. It’s also arguably Elon’s greatest contribution to America. He’s helped bring back something we’ve lost. The American spirit of chasing big scary ideas that most people think are impossible. That mindset is spreading across a new generation of founders and its long term impact on America’s future could dwarf anything Tesla ever sells. I think this is deeply underappreciated. (3) Can we just acknowledge how insanely cool that moment was? We’ve reached a strange place culturally where even extraordinary feats of human ingenuity immediately become arguments about why they don’t count. Not everything needs to be a debate. Sometimes we should just be able to stand back together and marvel at what humans are capable of. I’ve been both bullish and critical of Tesla’s ambitions over the years. But watching Elon and his team push the boundaries of what’s possible reminds me why I’m glad we have him. Whether the Roadster ever makes Tesla a dollar or impacts $TSLA stock price is almost beside the point. We need more people willing to risk failure in pursuit of things the rest of us think are impossible. Because when they succeed we all win.
chris walker retweeted
Look closer.
This is what “change” looks like inside your brain:
1. Stop rehearsing disaster.
chris walker retweeted
Gavin Baker and Antonio Gracias — Tesla board member — just confirmed what no AI investor has publicly priced yet.
Tesla is the most advanced AI in the world.
Not OpenAI. Not Anthropic. Not Google DeepMind.
Here's why:
Tesla's autopilot runs on an A4 chip — significantly inferior to Nvidia's H100. It runs at the edge with no cloud access. It's doing the single most complex task a human does: driving a car in real time.
And it does it at 20 watts of power.
The human brain runs on 20 to 30 watts. Every frontier model from OpenAI, Anthropic, Google — trained on hundreds of megawatts over months. Tesla just matched biological efficiency at superhuman performance.
Baker's exact words: "This is the first time you've gotten superhuman AI at the same power consumption as the human mind."
The frontier isn't the data center. It's the dashboard.
Not financial advice.
chris walker retweeted
Look at these gorgeous, dynamic, orange mitochondria surrounding the blue nucleus.
A view of life from beneath a cell monolayer in a parti dish. Whatever angle you look at it, life is always dynamic and pretty special.
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
chris walker retweeted
BREAKING: Elon Musk’s new full interview with CMG.
0:15 On Xi Jinping
1:03 Tesla Shanghai factory
2:27 Cybercab rollout
3:55 Speed of AI breakthroughs
4:29 Grok 4.7 and Grokbot
5:48 SpaceX/Tesla data for real-world AI
6:48 Chinese AI models and the compute gap
8:16 China’s electricity output
9:01 US-China AI safety
9:27 Humanoid robots and Optimus
10:55 1 billion robots in 10 years
13:04 Money may not matter
16:27 10 billion to 100 billion robots
17:09 Space cooperation and Mars
21:07 Neuralink and human bandwidth
22:37 Education in the AI era
24:02 Visit Shanghai, and Beijing
24:38 Beijing high-speed rail
24:59 “Words do not do justice to China”
Tomorrow, 328 million $SPCX shares unlock. Many holders are employees with nearly all their net worth in one stock. Even the bullish ones sell a slice to diversify, call it 20%.
That's roughly 60 million shares hitting the market.
SpaceX trades about 90 million shares a day. Put 60 million of new supply into 90 million of daily volume and the price gives.
One condition: it has to be trading well above 135, the IPO price. Below that, holders don't sell.
chris walker retweeted
Thanks, Peter! This is the beginning of the end for destructive wildfires. In a country that loses ~$500B every year to wildfires, even tiny gains make for huge savings, to say nothing of the incalculable value of lives and homes.
Congrats to @PalmerLuckey and Anduril for winning the Wildfire XPRIZE - for detecting and suppressing a wildfire within 10 minutes of ignition!
chris walker retweeted
The median U.S. household is roughly $40,000 a year SHORT of affording the median-priced home…
The Atlanta Fed’s July 2026 data puts the required household income at about $126,500, versus a median income of roughly $86,500.
That’s 46.2% MORE income needed to meet its affordability benchmark.
And the calculation already assumes a 10% down payment, with mortgage payments, taxes and insurance capped at 30% of income.
Imagine trying to save that down payment while paying rent and realizing your income still wouldn’t comfortably cover the house.
You can see why a decent income no longer feels like enough.
chris walker retweeted
The holy grail for robotics is being able to generalize: doing work in unseen places
We rented 30 homes in the Bay Area and are doing tasks without any new training
chris walker retweeted
Did you know Ilya Sutskever (@ilyasut) was a @Tesla shareholder in 2015?
Here he is asking @elonmusk about self-driving cars. That same year, Musk helped recruit him from Google to co-found OpenAI.
When Google published the Transformer paper in 2017, Ilya immediately saw what almost nobody else did:
“Drop everything! Start working on the transformer! It’s going to be amazing,” @scmallaby recounts in The Infinity Machine.
The bet was simple: if a model could predict the next word well enough, it wouldn’t just learn grammar. It would start to learn the world.
That bet became GPT. Then ChatGPT.
Nice hair, btw 😂
chris walker retweeted
Figure has introduced their new humanoid robot neural network called Helix 2.5, which the company says is capable of entering homes it has never seen before and immediately performing complex tasks with zero additional training.
Figure says it tested its humanoid across 30 previously unseen homes, where it autonomously:
• Made beds
• Folded towels
• Tidied living rooms
• Navigated unfamiliar layouts
• Manipulated objects it had never encountered
• Self-corrected when it made mistakes
"No data was collected from the homes beforehand, and the robot received no fine-tuning or adaptation for the environments or objects."
Replying to @Figure_robot
Helix 2.5 was built to answer a harder question: can a humanoid enter a home it has never seen and immediately get to work, with its whole body, on its own?
We posted a detailed write-up:
figure.ai/news/helix-2-5-zer…
chris walker retweeted
Holy crap POTUS just phoned in @JensenHuang live on stage at All In Summit
We will not lose the ai race! And whatever Dario said this weekend won’t stop our progress
This made my morning!
$NVDA
chris walker retweeted
The AI Singularity
The argument goes like this:
1. Humans build an AGI.
2. The AGI becomes good at AI research.
3. It designs a smarter AI.
4. That smarter AI designs an even smarter AI.
5. The cycle repeats faster and faster.
Looking at the results and capabilities from the various labs over the past few weeks I would say we are firmly in this loop now.
The next 18months will be wild.
Recursive self improvement will dramatically increase capability very quickly from here.
Marginal costs of all models will go to ~$0.
























