electric vehicles | energy storage | gene editing day job: enterprise information management software
Deutschland
Joined June 2013
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There was a massive decline of Tesla Net Promoter Score in Germany from NPS=65 in 2024 to only 50 in 2025. Tesla dropped from #1 to #5 while average NPS went up 9 pts!
NPS measures satisfaction of customers, so actual Tesla customers are much less happy than they used to be.
ALT Source: USCALE EV Satisfaction Study 2025 (D, A, CH) https://uscale.digital/ev-satisfaction-study-2025/
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Martinito retweeted
Love to see it. If you are a business with over 50 people, you should have your AI running on premise on boxes you control. Otherwise it's not aligned to you, it's aligned to extract from you.
this is Dario and sama's worst nightmare -
A law firm buying Nvidia servers.
Latham & Watkins is building an in-house AI stack..
this is US’s second-largest law firm with $8.3 Billion in revenue last year
And now it has -
- Nvidia hardware it controls
- open-weight models it can fine tune
- proprietary legal data it is trusted to protect
- infrastructure only Latham employees can access
A law firm has decades of contracts, negotiations, client context, legal reasoning, and institutional knowledge.
They dont want to give all of that away to OpenAI or Anthropic in exchange for expensive tokens..
And on top of that - risk their data being used to train frontier models..
This will happen more and more now..
The big AI labs have no moat.. nothing protecting their largest customers from moving on..
The biggest companies in the world will -
- own the compute
- own the data
- own the workflow
- fine tune the model around their business
- switch providers when the pricing or quality changes
Dario and sama want to make this illegal by bringing in regulation.. and become the AI overlords..
Tesla (new car) development bandwidth is seriously too low.
The last new model was the Cybertruck, released in Nov 2023 (2 years ago) and it turned out to be a flop.
No new model since (only refreshes) - and it's not like Tesla has a full lineup.
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Tesla keeps posting these meaningless tech demos of their Optimus. This is very concerning.
Have they still not found a single use case where Optimus does a task that generates value?
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Martinito retweeted
We'll give a rare tour opportunity at Terraform HQ during #LATechWeek. @cjhandmer will gesticulate in the direction of shiny machinery, mumble incoherently about maximizing energy production growth rates, lapse into extended digressions on Mesopotamian nitrogen fixation proxies, and deploy highly virulent infohazards.
Limited availability.
Link below, because X still hasn't figured out to expand links in feed. @nikitabier can we make this happen?
Martinito retweeted
A rare personal note. My dear friend Ivo (the dad) has a rare genetic liver disease (PSC) and has, after concerted persuasion from those of us who love him dearly, finally consented to a public appeal for a living donor.
Liver donation is quite miraculous in that one can give half and both halves grow back.
Fwiw, none of the AI models yet understand how to cure PSC, though I would bet that the next generation of humans will be more lucky.
I've never asked for RTs etc before but I think it would help in this case!
Link below.
Martinito retweeted
At @TerraformIndies we're interested in developing a trash rock refining process. All these so-called rare minerals are present in undifferentiated basalt in ~1% quantities, we plan to burn electrons to get it done. The npv of the metals in a ton of road gravel (market price $15) is about $1200. This is a Starlink class problem: huge pain in the ass, big moat from pain tolerance. If you know someone who is hell bent on making this happen, please get in touch.
Martinito retweeted
China is requiring for the first time that steel&cement plants buy renewable electricity. Together with the higher minimum share of renewables for distribution firms, this boosts demand just as new solar&wind plants have to secure contracts directly with buyers.
I think this is incorrect. The OASI Trust Fund (largest outlay position) is funded by payroll tax and interest from US gov debt securities. The first doesn't appear in the revenues section and the second appears to be double counting the interest.
In this thread I want to show you for what the government is spending money and show you the needle movers.
The overall key observations (Figure 2):
1. Government spent $2.0 trillion more than it took in.
2. Debt interest expenses have become the second largest line item: the government spend $1.2 trillion on debt servicing. Only benefits payments to retirees was larger at $1.4 trillion.
Also, corporations pay relatively little income tax relative to individuals: individuals paid $2.5 trillion vs corporations $0.5 trillion. That's 5.03x (Figure 3).
Further, you can see that a lot of the discussions you see on TV (eg around NASA's budget and other) aren't needle movers at all: whether you increased/decreased NASA's budget by 50% (+/- $12B) it wouldn't make a dent either way.
Stay tuned, more interesting stuff to come.
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Most of OASI receipts is from payroll taxes (about $1,300b in 2024). Details here: ssa.gov/oact/progdata/taxque…
and here: ssa.gov/oact/progdata/financ…
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Martinito retweeted
Top 5 advances in medicine in May (🧵)
1. A record-breaking genetic therapy
This bespoke CRISPR therapy was tailored for one patient's mutation, breaking two records: the first personalised gene editing, and (possibly) the fastest a medicine's ever been produced
There's a small risk of off-target editing, a requirement for lifelong immunosuppression, and how this looks in the long-term isn't known
Despite the limitations, this approach could - in theory - be used to treat hundreds of rare genetic illnesses
nejm.org/doi/10.1056/NEJMoa2…
By the way, how is FSD coming along? Could you publish a graph of FSD "miles to critical disengagement" in the quarterly updates?
Should all federal employees be required to send a short email with some basic bullet points about what they accomplished last week?
71%Yes
29%No
1,204,915 votes • Final results 51
Martinito retweeted
Well, big news. I am planning to move the Space Library to a new home. And I need some help - in 35 years I've never asked for funding or subscriptions for my Space Report, to keep it independent, but now I need to raise additional funds. gofundme.com/f/fund-jonathan…
Martinito retweeted
1/🚨@CRISPRTX presented new promising data from its Phase 1/2 clinical trial of CTX112 - $CRSP CD19 allogeneic CAR T-cell therapy for treating cancer patients with R/R follicular & marginal zone lymphoma. The FDA has recently granted CTX112 a RMAT designation $XBI #ASH24 #ASH2024
ALT CRISPR Therapeutics - a biopharmaceutical company focused on creating transformative gene-based medicines for serious diseases, today presented data from the Company’s ongoing Phase 1/2 dose escalation clinical trial evaluating the safety and efficacy of CTX112, a next-generation CD19 allogeneic CAR T cell therapy, in relapsed or refractory (R/R) CD19-positive B-cell malignancies at the 2024 American Society of Hematology (ASH) Annual Meeting. Additionally, the Company announced that the U.S. Food and Drug Administration (FDA) granted Regenerative Medicine Advanced Therapy (RMAT) designation to CTX112 for the treatment of R/R follicular lymphoma and marginal zone lymphoma.
Recent BESS tender bids in China range $61-$82/kWh - well below Tesla ASP of ~$340/kWh for energy storage.
Expectations of Tesla Shanghai Megapack factory (opening in Q1 2025) operating at 30% gross margin level are going to be disappointed.
ess-news.com/2024/12/09/powe…
For context this is at the lower end of the record low Lithium-ion cell prices recently reported by BloombergNEF.
Indicating that actual cell price in China for BESS use is likely even lower OR bidders are betting on prices declining further.
about.bnef.com/blog/lithium-…
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CEO complaining there is too much demand for what he's selling:
German utility execs who champion the Energiewende are starting to panic after this month's shocking 12-day wind drought.
RWE CEO Markus Krebber posted a desperate plea for more "secure" power supplies this morning on LinkedIn.
The situation is coming to a breaking point.
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Martinito retweeted
Just dropped: The most ambitious h(V) diagram I have ever seen 🤩. Definitely getting this blown up and printed for the office.
Credit: Javier Urzay, AFRL, June 2024
doi.org/10.2514/1.A36169
