Analyst, futurologist, part-time mathemagician™. Support here https://teapawt.net/t.co/SOcZxmgIRK. Use my buddy's code & save https://teapawt.net/t.co/Z4ZivmmJkQ
Pacific Northwest
Joined June 2015
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I'm heading back to Nepal, then on to Ethiopia in December. This is where the big stories are and I've got a lot of high level exclusives in the works.
Thank you to all of you who support me on X, Patreon, and YouTube. Without you we couldn't make this happen.
Let's... get... boring!
The Boring Company, this week 🕳️🚇
🖥️ Bastrop, TX: one Ops Center room steering boring machines in Vegas, Nashville & San Antonio
✈️ Nashville airport: Loop station planned ~22 feet from the terminal door (Uber/Lyft is ~600 ft)
🎸 Nashville: tough questions on oversight, flooding & when Prufrock-MB3 launches
♿ San Antonio: Morgan's accessibility tunnel lists a Nov 11 start
🏎️ Vegas: F1 countdown for the Paradise Road tunnels
@boringcompany @elonmusk @MorgansOrg @vegasloop
Tesla's Cybercab has introduced what may be the most important motor in history, and it's flying under the radar. We need to get the word out.
@DillonLoomis @herbertong @teslaownersSV
If you prefer to watch it on the Toobie Toobs, it's here: youtu.be/_Ue81Qq1hQ0
Europe is crossing their 't's and dotting their 'i''s.
Germany is hoping to dot their umlauts, but of course it takes twice as long.
🚨🚨 Breaking
🇳🇱🇪🇺 Dutch regulator RDW today approved changes to Tesla Assisted Driving (formerly FSD Supervised) for HW4+ cars in Europe:
• Max speed margin cut from +50% to +10% above the limit
• Margin resets to 0% at every start; other speed functions off by default
• "Tesla Assisted Driving" name now official in car & manual
Existing type approval stays valid. The 9 countries that recognize it (🇧🇪🇭🇷🇨🇿🇩🇰🇪🇪🇱🇻🇱🇹🇸🇰🇸🇮) have been informed. Update comes OTA. EU-wide approval still pending at TCMV.
Source: RDW, Nov 3, 2026
rdw.nl/en/news/2026/rdw-appr…
Anybody want to see a tour of the inside of Aalo Atomics pilot factory? Had a full interview with them that went up a few days ago as well. @JoeTegtmeyer @TesLatino
This might be the fastest moving company in nuclear energy right now.
@FutureAZA went inside the @AaloAtomics pilot factory, a 40,000 square foot space where small modular reactors are built in weeks, not years.
The whole idea is to build nuclear reactors like products on an assembly line.
The tour covers design for manufacturing, nuclear quality assurance, and how they built a reactor so fast.
You also get a close look at the sodium steam generator, duplex tubes with micron sized gaps, and automated welding.
Then there's the AI powered autonomous control, and a reactor designed to fit the footprint of a shipping container.
If you care about abundant clean energy, this one is worth watching all the way to the criticality section.
youtu.be/4lAxocs6ASo
Wow. So they're actually going to do this!
Ford has already cast more than 5,000 Gigacastings for the upcoming $30,000 Fathom 🏭
Approved batches are shipping to Louisville Assembly Plant for process testing and prototype builds ahead of the midsize electric pickup’s 2027 launch.
Each Fathom uses a front and a rear Unicasting. Together they replace 146 structural parts.
Ingots are melted at about 700°C, injected, quenched, trimmed and machined, then cleared through dimensional checks, industrial X-ray, optical scans, and lab tensile and chemistry tests before any batch leaves Shelbyville.
Ford says the team is still cutting cycle time, and the parts are designed for modular repairability.
This sits inside the $2 billion Louisville overhaul for the Universal EV Platform. Unicasting is the structural core of the parallel “assembly tree” Ford said can cut assembly time by about 15% net.
On the recent earnings call, COO A. Kumar Galhotra said about 90% of validation testing was done, first production-line vehicles had been built in Louisville, and supplier readiness at rate was the main remaining risk. Ford expects Fathom launch in Q4 2027.
📰 Full article industryarsenal.com/p/ford-c…
Semi & Cybercab Getting Bigger, AI Getting Reigned in - MONDAY NEWS BONANZA! Live stream w/ Q&A. Join us every Monday at 9am. teapawt.net/i/broadcasts/2brkRRZYp…
Is Anthropic gold or is it just a thin plating?
Anthropic just filed to go public.
The ticker will be ANT, and the hosts say they're aiming to raise $100 billion.
The same week, Google lost about $500 billion in value in a single day.
I pulled the biggest moments from this week's @theallinpod and added my own take.
@DavidSacks explains the $80 billion "loss" and why he calls Anthropic a model of capital efficiency.
@friedberg walks through how fast big customers are growing.
@chamath digs into the risk factors and asks if AI borrowing could crowd out Treasuries.
@Jason on Google's wild week.
As someone who relies on AI every day, this one hit home for me.
Commentary is in my own voice, cloned with AI.
Watch and tell me what you think.
Not even dark and we just crossed the 100 trick or treater mark.
Thanks to Simon @Teslalightshows for the insane 16 MINUTE Halloween light show! – at Longview, WA
Waymo has great sensors. Sensors are critical in the journey to autonomy. The best compute will struggle if it can't see the world.
Waymo does not seem to have the best compute.
Mantis shrimp have the best eyes, but a brain that can't process for squat.
See the pattern?
Also worth noting that I have several cameras.
Head on over to youtu.be/zChdksozJoQ?is=QLIP…
and check out Jon’s first ride in a CyberCab. Pay no attention to the chubby fellow in the seat next to him. Remember, the camera adds 30lbs! 😊
