Meta4 (@a_meta4) header
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Crypto is a mind virus! / Live by authentic moral compass. / work on AI infrastructure / fan of first-principle reasoning and nuance

San Francisco
Joined November 2009
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Pinned Tweet
Sounds like Elon sees what I’m seeing
Replying to @Yuchenj_UW
I think we’re going to see a lot of stranded compute in partially complete data centers
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That is an impressive number of bots..
F.03 humanoid robots
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labs are ‘pacing’ the frontier so they can race ahead internally and win the race. they are not doing this for safety. or they’d slow down internally
i was told maybe like. there months ago. that internal models have never been so far ahead of public releases. i personally think this has less to do with safety and more to do with competition (rsi) either way it’s a truly horrendous situation for the underclass as those sand rich oligarchs are building a lasting advantage over you. please don’t kid yourself that you won’t be in the underclass because unless you’re using these models of the future now — you are doomed. i’ve used some of these models and they’re easily five months ahead of opus 5.5. just think about the jump you would expect to see of the models almost half a year away. that’s the competition. there needs to be more scrutiny on these labs holding back this level of intelligence. if not for personal use then for areas like healthcare etc. we must act my valiant brothers.
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Meta4 retweeted
Cybertrucks should have come with 5 years supercharging, FSD and starlink data for free. For 15,000 miles/yr that would cost Tesla about $2500/yr People LOVE free supercharging People LOVE free FSD People LOVE free internet This would have been easy fix for low sales.
Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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Come join/vent.. Talking AI/Tesla/election.. lazy Saturday style
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Gotta love the honest truth! If rounding follow @HABiBtheDWEEB you should be!
They had the data at q3 earnings call - why wasn’t this announced then? Why was this announced today? What changed all of a sudden? Politics was the tipping point.
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Bullseye here!
It was cheaper to kill off the cyber than to install longer cables at all supercharger sites.
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Yea.. same
Replying to @wholemars
I don’t want a flying car. I want a truck that I can drive down the dirt road and my kids will be proud to see me pull up in. A truck that can pull a trailer. Something I can be proud of. Not a golden meat mover.
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They will say "Model Y L is big enough" and "Robovan will replace trucks soon anyway"
So now that Tesla is cancelling the Cybertruck… Are they just not going to sell a truck anymore?!
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Agree or disagree.. you can’t say there isn’t a reason people are pissed at Elon.
ELON MUSK IS A LYING BITCH $TSLA $SPCX
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Agreed.. I doubt dems want to shift significantly on the AI boost beyond regulating it more seriously
Datacenter development won't be stopped. It's Railroad 2.0, eminent domain & national security implications Orbital datacenters will be more in demand if terrestrial is slowed. @SpaceX wins in either scenarios @munster_gene @DivesTech @CathieDWood @RonBaronAnalyst
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Ultimately this means the launch failed. Elon promised a regular looking truck if this failed.. teapaw.org/i/trending/21185850727…

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This is the killer app for Apple Vision Pro
Excited to share Genie 4 today our most realistic and interactive world model: - steer dynamic environments in real time, shaping events, camera angles, and actions - generate native audio matched to the world, from realistic background sounds to characters who can converse in real time! - simulate photorealistic scenes and real-world physics - create more coherent multi-step events through reasoning from Gemini We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.
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> releases Gemini 4 Argon on October 13th - Google is caught up > releases Gemini 4 Carbon on October 28th - Google is leading 🤯 nice AA score 👏🏼
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OPENAI REPORTEDLY PLANS TO BUY GOOGLE AI CHIPS OpenAI plans to purchase AI chips from Google ($GOOGL), according to The Information, citing a person familiar with the matter. Financial terms and the size of the potential deal were not disclosed. Reuters has not independently verified the report.
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Agentic demand is CPU demand
Replying to @aaronburnett
Agentic demand is growing faster than I’ve ever seen anything grow
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In Texas, Tesla’s registered autonomous vehicle fleet is now 80% of the size of Waymo’s
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Meta4 retweeted
Elon's acquisition premium track record - 30% is the Floor & 40% is the expected Premium. This is why..... SolarCity (2016): Distressed and burning cash, yet Musk still paid 30%. He testified 30% over the 4-week average is his standard practice. Twitter (2022): Barely profitable, activists circling, yet he paid a 37.9% premium at $54.20/share. Tesla today is the opposite: highly profitable, the most valuable carmaker on earth, with energy, AI and robotaxi no acquirer can replicate. Elon has told Tesla holders for years to hold, saying their shares will be very valuable. Paying them less than 30% would look like a bait and switch. Elon already controls SpaceX with majority voting power. The merger lives or dies on Tesla shareholder approval, so Tesla is the side he has to win over. Looking at his Merger history, the Tesla premium should at least be 40%. 4-week average close $371. A 40% premium on that is $519/share. Elon already knows that this is the ballpark number of exchange ratio when the merger deal is announced. If Elon already knows that $TSLA is going to be $520 in a month or so, why would he pump the stock now? He wouldn't. That's how you get the earnings call we got yesterday. 🤔
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Meta4 retweeted
Replying to @Everman
Strongly agree.. lots of emotional ties kept me in it too.. But just as crypto is a mind virus, emotions are mentally driving a bit of a mind virus on stock investment actions..
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