Bruce LeSourd retweeted
I’ve worked that heatshield my entire adult life. Peak career moment today
To go from little 7 tile patches to a full reusable ship. Absolute marathon
I’m so grateful I got to do something useful, that I was given the chance
I don’t really have many good memories from this experience.
It was so difficult. It almost looks easy now, but none of it came easily
Please do something amazing with this rocket. This tech is such a gift, a love letter to the species
Bruce LeSourd retweeted
Dos locos en Eslovenia pusieron a dos Teslas con FSD para que se enfrenten en un camino súper angosto a ver qué hacían… vean el video 🤯🤯🤖🚘
Bruce LeSourd retweeted
现在基本可以确定，Anthropic就是这次针对黄仁勋抹黑行动的幕后黑手。向纽约时报爆料老黄和Alice私事的，正是Anthropic联合创始人Jack Clark。而他手里持有的Anthropic股票比Dario还多200万股。除了我之前分析过的双方在对华芯片出口问题上的分歧之外，还有一个几乎没人讨论过的关键问题。
英伟达其实早就准备亲自下场，跟Anthropic和OpenAI抢饭碗了。今年6月，英伟达宣布了Nemotron 3 Ultra，一个拥有5500亿参数的开放权重模型。老黄在四个月前的这段采访里甚至亲口说，Nemotron已经可以跟Claude Opus相提并论，具备接近前沿大模型的能力，而且成本还便宜得多。
你站在Anthropic的角度想想，如果这时候还坐以待毙，那不就是等死吗？一方面，你整个公司的命脉都掌握在英伟达手里，因为训练和运行模型都离不开它的GPU。另一方面，既然英伟达自己掌握着AI模型最核心的瓶颈——算力，那它凭什么不自己训练大模型，直接跟你竞争？AI产业就像一个五层蛋糕，而英伟达完全有潜力把这五层全部吃下来。
我从来不相信什么巧合，而且我觉得很明显，Dario这次就是在故意陷害黄仁勋。老黄在美国和中国的科技圈、商界、政界，几乎跟所有人关系都很好。唯一跟他过不去的，就是Dario。
老黄一直认为，开源模型对AI行业的发展是有好处的，而让中国的AI模型跑在英伟达的芯片上，对美国也是有利的。过去几年，中国出了不少开源大模型，最有代表性的就是Kimi K3。也正是在这个时候，老黄专门注册了一个X账号，就是为了替开源AI说话。他是真的相信开源这条路，而且这对英伟达的生意本身也有好处。
Dario则一直是开源AI最主要的反对者，还多次公开批评老黄向中国出售芯片。大家要明白，Anthropic本身就高度依赖英伟达的芯片。换成一个正常人，就算心里不同意老黄的观点，为了生意也会选择闭嘴。但Dario却一次又一次公开跟老黄唱反调，甚至不惜冒着得罪英伟达的风险。这说明他在这件事上的立场有多坚决。
为什么？因为Dario自己也很清楚，对于绝大多数任务来说，大部分企业和个人根本没必要花高价使用Claude，直接用便宜的中国开源模型就够了。要阻止这种情况，唯一的办法就是让美国政府出手，要么禁止中国AI模型，要么禁止英伟达向中国出售芯片。
但第一个办法有个很大的问题：一个在互联网上随便就能下载的软件，你怎么禁止别人使用？第二个办法的问题则是，老黄跟共和党的关系非常好，尤其是川普。偏偏川普又特别不喜欢Dario。Dario是美国科技巨头老板里少数偏向民主党的人之一，川普甚至还禁止美国政府使用Claude。
所以过去两年，Dario可以说是有气没地儿发。我怀疑他就是一直在等，等到民主党赢下中期选举之后，才终于对老黄发动了这次攻击。大家别忘了，Alice Huang这件事根本不是什么新闻。中文推特上的人早在一年前就已经知道了，川普估计也早就知道了。
你们真的相信这是巧合吗？为什么这件事偏偏在美国中期选举刚结束、距离Anthropic上市只剩几个星期的时候，突然被爆了出来？
Bruce LeSourd retweeted
Yes, the green flame is caused by burning copper from depleting fuel in the regenerative cooling circuit and going oxygen-rich (closer to stoichiometric temperature) in the main combustion chamber.
Slight underperformance of engines on this flight is the reason. The booster is meant to land with tiny residuals, so the solution is to improve engine performance and performance consistency (underway with Raptor V3.2), as well as adjust flight software to do MECO1 about one second earlier to ensure enough propellant for boostback and landing (tiny change).
These early ships and boosters are already outdated by improved designs in production or on the test stand, so this booster loss does not change our timeline to reach high volume, fully reusable Starship flights.
Bruce LeSourd retweeted
My brother’s friend drives a Tesla. This is 3 videos of the same accident. The Tesla, on self drive, sees the approaching car coming from behind at excessive speed and moves out of the way. Driver of speeding car was killed. Amazing technology @elonmusk.
Bruce LeSourd retweeted
An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands.
We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn.
Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built.
We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond.
Worth a conversation?
Bruce LeSourd retweeted
The public image of Elon Musk in relationships is robotic, emotionally distant, and workaholic. Grimes, the woman who knew him most intimately during his most public years, described him as "the funniest person I've ever met." The gap between the public perception and the private experience is the gap that explains why every woman who dates him falls hard before the complications begin.
Grimes (Claire Boucher) has said in multiple interviews that what first attracted her to Elon was not the wealth, not the fame, and not the power. It was the humor. She described their early conversations as "laughing for hours about the dumbest things." The memes. The absurd hypotheticals. The willingness to be genuinely silly in a way that contradicts every expectation of a person with his level of responsibility.
The humor is the vulnerability. A man who makes $50 billion decisions during the day and sends memes about anime and video games at night is a man who has kept a part of himself unarmored. The humor is where the armor isn't. The women who love him love him there, in the part that laughs at stupid jokes and makes references that only someone who grew up reading science fiction alone in a bedroom would make.
Grimes described their relationship as one built on "intellectual memes." They communicated in layers of irony, reference, and shared absurdity that outsiders couldn't follow. The language of their relationship was the language of the internet, not the language of billionaire romance. The man sent memes. The woman who received them fell in love with the man who sent them.
The world sees the CEO. The women see the boy from Pretoria who read Hitchhiker's Guide and still thinks the answer to everything is 42. The humor is the real person. The CEO is the armor he wears to the office. The women who loved him loved the person under the armor. The person under the armor is apparently hilarious.
The funniest person she ever met is also the most publicly misunderstood person she ever met. The public sees the calculation. The partner sees the laughter. Both are real. Both exist in the same man. And the laughter is the part that made her stay as long as she did.
Bruce LeSourd retweeted
The “Jensen got compromised by a CCP spy” narrative is a pretty lazy small brain narrative designed to be parroted by a Western audience that think Chinese people are an ant colony-like hive mind bc they can’t tell them apart. In a way, they mistake the Chinese for N Koreans.
The Chinese mind is not wired to be subservient, nor is it inherently communist. The overriding genetic directive encoded in the Han Chinese DNA is exceedingly simple.
Acquire wealth. Acquire status. Make it last forever. A dynasty that never ends.
(Sounds like a banger Spice Girls parody actually)
There's no feverish devotion to the export of Chinese communism around the world. There is no extremist loyalty to the state. It is simply survive and thrive.
And so Alice Huang is unlikely to be a Chinese Natasha Romanoff trained and bred to steal American secrets for the CCP. She is more likely simply a 40+ year old woman with the opportunity to sleep with one of the richest men in the world in order to clip some incredible middlemen fees off billions of dollars of purchase orders between Chinese tech companies and NVIDIA.
And Jensen is unlikely a retarded doofus who got duped into selling his chips into China. Look at him - you notice anything different about him? Look at his face. Look at his eyes. I'll give you a hint - his name is Huang.
The same Chinese mercantile blood runs through his veins. He is genetically hardwired to maximize value. He wants to sell the fucking chips to China. Of course he does. Money can be exchanged for goods and services.
He obviously knows the end destination of the chips are China. Or rather, he doesn't. That's the whole reason why Alice is around and gets paid a huge middleman's fee. Alice's entire reason for existing in this chain is to provide him and NVIDIA with plausible deniability.
If Alice wasn't in the picture - it would be some other Chinese person in Singapore instead.
Bruce LeSourd retweeted
People wonder why I'm so obsessed with donkeys. I've looked into it, and my only finding is that the rest of you are underdoing it.
The donkey was built for the ground where everything else gives up. It lives on thorn and scrub that a horse would starve beside, climbs rock on hooves like chisels, cools itself through those ears, and can lose nearly a third of its body weight in water, carry on eating, then drink 25 litres in three minutes and walk off as if nothing happened. We tamed it 7,000 years ago in the dry country of East Africa, and it has been the animal of the hard places ever since.
So it was the donkey, long before the horse, that carried civilisation on its back. One of Egypt's first pharaohs was buried at Abydos with ten donkeys laid in graves beside him, every spine worn from a lifetime under loads. The grain, the salt, the copper and the news of the ancient world moved at a donkey's pace, and wherever a hill is still too steep for a wheel, they still do.
The same animal fed our babies. Donkey milk is the closest milk on earth to a human mother's, Hippocrates prescribed it, and the foundling hospital in Paris kept a stable of jennies so the orphans could be put straight to the udder. A fair share of Europe's abandoned children owe their first month to a donkey, and most of those donkeys carry a dark cross down the back and across the shoulders, which the old story says was given to them on Good Friday.
It carried our wounded too. On the beach at Gallipoli a stretcher-bearer from South Shields found a stray donkey, and for 24 days the two of them walked up and down Shrapnel Gully under fire bringing broken men down to the boats, until a machine gun got the man. The donkey went back up with the next one. Of everything the Anzacs brought home from that campaign, the thing they chose to remember was a donkey.
Then there is the stubbornness, the one fact everybody is sure of, and it is the opposite of the truth. A horse meets danger by bolting, which is why horses die on cliff paths. A donkey stops, looks at the thing in front of it, and makes a decision, and it will refuse to step into water it cannot see the bottom of because it is right not to. For 7,000 years we have been calling a risk assessment an attitude.
Put one in a field of ewes and it appoints itself. A fox or a loose dog comes through the hedge and the donkey goes at it, head down, front feet first, and keeps going until the thing has gone. Nobody trains that in. It decided they were its sheep.
It remembers a face and a field after 25 years. It will stand over a dying companion for a day. It lives to 40 and outlasts half the people who ever owned it.
There are about 50 million of them alive, carrying water, firewood and children for the poorest people on earth, and close to 6 million a year are now killed for their hides, boiled down into a gelatine sold as a tonic. The animal that did the most work for the least thanks is being melted into a wellness product.
Seven thousand years of hauling us uphill, feeding our orphans and carrying our wounded, and the best we managed in return was to turn its name into an insult.
So no. Not nearly obsessed enough.
