Nextbigfuture

You are my world.

Apple Had Good Earnings and Is up 6% After Hours with $110 Billion in Share Buybacks China was not as bad as feared. This is good news for the world economy. Apple still spinning cash. $110 billion in stock buybacks instead of $90 billion. Services revenue was good. Overall, Apple still guiding for revenue growth in Q2 despite iphone down 10%. Apple should not mess up iPhone 16 like they did iphone 15. They teased imminent product and AI announcements.

Deep discussion on Tesla Supercharging changes, Tesla FSD in China, the state of self driving with competitors and potential partners in China and Teslabot working in Tesla factories by the end of 2024 and for sale late in 2025. $TSLA

Elon Musk's visit to China has resulted in approval in principle for FSD in China and a FSD mapping partnership with Baidu. Tesla shares are about about 10% this morning to $188. https://lnkd.in/geVEFMuy

LightSolver, creator of a new laser-based computing paradigm, announced a breakthrough in quantum-inspired high-performance computing. Its LPU100 system unleashes the power of 100 lasers to solve the toughest optimization problems. The array of 100 lasers are 1000 times faster than Nvidia GPUs and regular supercomputers. They can solve mathematically proven hard problems in optimization and machine learning. #lightsolver #optical computing

China is starting the operation of its 2 megawatt molten salt prototype reactor in 2024. They are progressively scaling up to 10 MW reactors, 100 MW and then a 168 MWe modular reactor around 2030. #moltensalt #nuclear #china #future

Tesla revealed a lot about all of their existing and planned artificial intelligence related products and services in the Q1 2024 earnings call. Elon talked about offering FSD/robotaxi as a hybrid Airbnb and Uber model. Tesla will operating the fleet and the network. The enduser will be able to control their participation in the robotaxi network. There had been some people talking about Tesla only operating its own fleet of robotaxi but this is not the case. Tesla will create an Amazon Web services (AWS) like distributed inference service. If Tesla has 100 million cars eventually out in the world, then this would be a 100 Gigawatt of distributed compute. If Tesla could make $300/year could made per car then this would be $3 billion per year. Tesla will have its Optimus Teslabots working in their own factories by the end of this year (2024). Teslabot could be sold externally by the end of 2025. Tesla has been testing FSD (full self driving) 12.4 and 12.5 for 3-6 months and know how good the FSD is. Tesla can forecast fairly accurately the future performance of FSD based upon the scaling of data and compute. Tesla 12.4 and 12.5 are each total retraining of the neural network. FSD version 12.X is going to China. There has been over 50% usage of FSD of potential Tesla FSD vehicles (Over 900k of 1.8 million). IF half of those who try it (and not including those who purchased) then this could be an increase of 200,000 to 300,000 subscriptions in the USA and would be 300,000 to 500,000 in China if China adopts at comparables levels to the USA. Tesla can improve the FSD performance by 1. increasing model size 2. training compute times 3. more data and 4. better architectures Tesla is talking to a major car maker about licensing FSD. $TSLA