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Philadelphia, PA
Joined July 2023
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- Following225
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Phillip Forrence retweeted
Gavin Baker says the Anthropic S-1 will break a lot of investors' brains
"The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized."
"Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing."
"These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire."
"They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone."
"It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
Phillip Forrence retweeted
We got GTA Waymo before GTA 6
(this is fully interactive real-time video from Genie 4)
Phillip Forrence retweeted
The Cybercab has officially surpassed the Model Y in total robotaxi registrations in Texas.
Vehicles registered for Tesla’s Robotaxi fleet in Texas:
• Cybercab: 544
• Model Y: 507
Total: 1,051
Phillip Forrence retweeted
This is Genie 4, our most realistic and interactive world model yet. 🌐
Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.
Phillip Forrence retweeted
The largest math proof in human history is now computer-verified.
Today, Axiom announces a complete Lean auto-formalization of the Classification of Finite Simple Groups, the "periodic table of symmetry."
About 15,000 pages, built by over 100 mathematicians across generations.
Phillip Forrence retweeted
Tesla has released new FSD (Supervised) safety data.
Miles per major collision:
• Teslas Driven With FSD (Supervised): 6,006,200
• Teslas Driven Manually (Active Safety Features): 2,031,221
• Teslas Driven Manually (No Active Safety Features): 845,915
• U.S. Average: 660,164
Total major collisions:
• Teslas with FSD (Supervised): 1,579
• Teslas driven manually with Active Safety: 17,775
• Teslas driven manually without Active Safety: 239
• U.S. average: 4,989,713
Total miles logged:
• Teslas with FSD (Supervised): 9,483,790,215
• Teslas driven manually with Active Safety: 36,104,958,020
• Teslas driven manually without Active Safety: 202,173,600
• U.S. drivers overall: 3,294,031,000,000
Tesla vehicles with FSD (Supervised) engaged experienced ~9x fewer major collisions than those driving without it on.
This is North America data across all road classes (highway and non-highway). The data reflects a rolling twelve-month aggregation of miles and collisions.
Phillip Forrence retweeted
3SAT in subexponential time (2^{n / log^eps(n)}) is maybe the biggest surprise I have seen during my 20 years following theoretical computer science (still remember the feeling 25 years ago seeing the diff a 3 versus a 2 can make for complexity 😅)
We are announcing three new discoveries in mathematics, computer science, and physics about harmonic analysis, complexity theory, and quantum field theory.
openai.com/index/building-sc…
Phillip Forrence retweeted
Announcing three major scientific discoveries, one each in mathematics (harmonic analysis), computer science (complexity theory), and physics (quantum field theory).
AI starting to help us improve our understanding of the universe! openai.com/index/building-sc…
Phillip Forrence retweeted
Some key points on the Tesla Cybercab from @live_munro’s production line walkthrough:
• Final assembly is about 25 fully automated stations, around 5–10x fewer than a Model Y line.
• The production line is nearly 80% automated.
• Cybercab’s Unboxed Process uses about 50% less floor space per car.
• Right now the line runs faster than robotaxi rollout, so it doesn't run every day.
• There is no paint shop, which Lars says saves Tesla a few hundred million dollars. Wow.
• Cybercab is built to last 500,000 miles.
• 4680 cells in separate potted modules, so a failed module can be swapped instead of the whole pack. It uses a steel enclosure (a first for Tesla) and has room for cheaper LFP cells later.
• It's FWD with an 11:1 gear ratio, since it doesn't need a high top speed. It’s new inverter is also coming to Model 3&Y this year.
The full video is now live on @YouTube!
A big thank you to @larsmoravy, @EricETesla, and the rest of the Tesla team for taking the time to walk us through the Cybercab and share the engineering, design, and technology behind it.
Phillip Forrence retweeted
Revenue per GPU can increase as token prices decline if per GPU token throughput increases enough.
So both Anthropic revenue *and* margins can go up as token prices go down *if* GPU prices go up less than the product of (token price decline * per GPU throughput increase).
But I have super enjoyed all the commentary to the contrary!
Phillip Forrence retweeted
The sharp inflection in robotaxi miles...has just started. The beauty of exponential growth.
Barclays just upgraded $TSLA to Overweight with a $450 PT citing a “sharp inflection in Robotaxi miles driven.”
Tesla has now logged nearly 2M unsupervised miles with ~8x growth last quarter while FSD adoption has surpassed 75% on new North American deliveries.
Phillip Forrence retweeted
The full video is now live on @YouTube!
A big thank you to @larsmoravy, @EricETesla, and the rest of the Tesla team for taking the time to walk us through the Cybercab and share the engineering, design, and technology behind it.
Phillip Forrence retweeted
Lars on the Cybercab production line in new interview:
"We actually don’t run the line every day because the line can run so fast it’s currently outpacing our robotaxi deployments, so it’s a bit of a race right now to see who can go faster.”
The full video is now live on @YouTube!
A big thank you to @larsmoravy, @EricETesla, and the rest of the Tesla team for taking the time to walk us through the Cybercab and share the engineering, design, and technology behind it.
Phillip Forrence retweeted
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end ARR looks possible again.
