“The most likely outcome is an age of Amazing Abundance, where anyone can have anything they can think of.” by Elon Musk This is also the future I want.

Taipei, Taiwan
Joined May 2018
Ryan Wang 🇹🇼 retweeted
Gavin Baker
@GavinSBaker3h
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.
175
275
77
3,143
302,795
Ryan Wang 🇹🇼 retweeted
Congrats to Team @AnthropicAI on another important milestone! Altimeter looks forward to continuing our partnership w major participation in the IPO on top of our existing ownership. Day 1. 🇺🇸🚀 sec.gov/Archives/edgar/data/…
41
60
16
938
98,433
Ryan Wang 🇹🇼 retweeted
Elon has made a few posts about neoclouds, and he’s talking about access to capital which is central to the buildout is difficult to access. This is something that we have all come to know from Coreweave’s Credit Default Swaps hitting distressed levels, which was one of the catalysts behind the neocloud sell off. He also says that there will be some consolidation in the neocloud space and I do agree with this. There are just way too many players in this space and most of them will probably realise that running a neocloud is not as easy as it seems. Your job as an investor is to identify which companies will survive this consolidation. You want to access their 1) leadership, 2) execution history, 3) balance sheet, 4) funding method for the buildout, 5) business model (do they own power or rent), 6) certifications / partnerships. These are some criteria that I think is important to help form a thesis on whether a neocloud is good or not. Smaller cap neoclouds have substantially higher risk so it’s worth paying more attention and being more stringent on the assessment. $NBIS and $CRWV are probably the safest bets, with names like $IREN, $CIFR, $WULF next. Then we have others like $BRUN, $SHAZ, $WYFI which are newer and may need more time to prove themselves.
Elon Musk
@elonmuskOct 25
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
9
2
2
32
11,775
Ryan Wang 🇹🇼 retweeted
We identified over 900 supply bottlenecks from the earning season last quarter. Many persist into the ongoing earning season. The problem is that tightening financing conditions (yes it is tight and tightening, contrary to what Fed says) + rising and surprised new construction costs and delays will create more cases like Oracle. @TheTerminal I write about what needs to additionally happen to turn the AI wobble to AI bust. blinks.bloomberg.com/news/st…
Elon Musk
@elonmuskOct 25
Replying to @Yuchenj_UW
I think we’re going to see a lot of stranded compute in partially complete data centers
11
40
4
217
26,468
Ryan Wang 🇹🇼 retweeted
Elon Musk
@elonmuskOct 25
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
1,980
3,824
2,447
40,030
12,791,443
Ryan Wang 🇹🇼 retweeted
Elon Musk
@elonmuskOct 24
Replying to @aaronburnett
Agentic demand is growing faster than I’ve ever seen anything grow
623
728
261
9,605
834,969
Ryan Wang 🇹🇼 retweeted
THE BORING COMPANY HQ: Bastrop, Texas, October Here is my flyover of TBC's Bastrop headquarters and Prufrock factory. It's is where they test every machine before it ships, build and store equipment, precast tunnel segments, liner trucks, vertical cassettes and conveyor belt systems, and more. They house their Prufrock Command Center here to control all the Prufrock's soon to be around the world. - The SpaceX Pedestrian Tunnel started as Porpoise Test 6 (PT6). TBC first bored it to test (no people in the tunnel) ZPIT continuous mining, an upgraded liner truck and the "SNAILS on RAILS" navigation system. After the test, they turned it into a 500 ft walkway under FM1209 that connects the SpaceX site to Hyperloop Plaza, where The Boring Bodega is. People use it so they don't have to cross that busy road on foot. - Hard-rock Prufrock-MB4 being constructed for Nashville's Music City LOOP. - The Test Tunnel PT5 connects SpaceX's Starlink factory to TBC under FM1209. It was the first use of custom hexagonal segments, automated gantry steering, quick craneless retrieval, and the first version of ZPIT. It's now a test bench for liner trucks, vertical cassettes and new belt systems. - Hyperloop Test Tunnel was PT4; the first craneless, pitless retrieval of the machine. It's now a vacuum tunnel for Hyperloop vacuum pump system testing. It also connects SpaceX's Starlink factory to TBC under FM1209. - Lastly, Prufrock-5 after completing a test tunnel connecting Ring Ranch and possibly the SpaceX Starmind Factory. I videoed it right before it was loaded up and shipped to San Antonio, Texas, for the Morgan's Wonderland Tunnel. If you have any questions, leave them in the comments. Subscriber Photo-thread and Support links in the thread. Thanks for watching!
11
38
5
317
26,781
Ryan Wang 🇹🇼 retweeted
My unfiltered thoughts on personal agents. Grokbot has the best UI and it’s arguably the best overall. In a lot of ways they’re ahead. Their desktop app feels the best, and their multi-bot coordination is great: you can set a team lead and it passes tasks to the other bots. Grokbot also has the best “webhook” feature, which means you can easily turn outside events into triggers that start your agents. That speeds up background workflows like watching your email, Slack and more. It also has Cursor integration, so for bigger tasks Grokbot can spin up a Cursor cloud session with any model (until OpenAI cuts SpaceX off from their models, which I think will happen soon). Unfortunately, running frontier models through Cursor costs more than Claude or Codex. Still, they’re the only ones embracing a team of agents. It’s a really cool idea, but the more bots you have, the more time you spend managing and maintaining them. I’m starting to think one bot with different threads/channels is the right answer, which I’ll get to with Claude Duet. dots by OpenAI is rough around the edges right now, but it’s probably the most powerful if you use Codex, which I do. dots can spin up Codex sessions in the cloud or locally on your computer. So if you have coding or video editing workflows that need your local files, this is very useful. Codex computer use is also the best in the world: your dot can spin up a local Codex session that fully controls your computer, as long as it’s on. Their real-time voice is incredible. If you have your email and work tools connected, try this: go on a walk with headphones in, ask the agent to summarize your emails, have it draft replies and read them back to you, then send them off. If I remember right, this is close to a workflow you (Tim) used to have with your VAs before AI. It’s my favorite use case for personal agents. The one downside is that you have to call your agent, and it’s an awful experience. It literally rings, and it’s annoying. Muse by Meta is a toy. I’ve talked to a bunch of finance people I play poker with who all tried it and set up automations, and they all said it doesn’t reliably do what they want. It’s fast, and its user numbers will probably keep growing. But it’s basically free: you get a TON of usage without paying a dime. That’s NOT a trade I’m willing to make. An agent doing high-leverage tasks should be running at the Opus 5.5 or GPT 6.1 Sol level. Claude Duet - is in early access, so unfortunately not everyone can use it yet. First things first, it runs on Opus 5.5, the best model in the world. I’ve only had access for 72 hours, but Duet feels different from the others. It’s not a personified agent like Grokbot, dot or Muse, which gives it a more professional vibe that I like. When you ask your Duet agent to do something, it spins up a task, which is a new chat thread. All your threads show up in a Tasks tab, so it’s easy to see everything Duet is working on or has finished. And instead of creating more agents (like Grokbot), you create channels, just like Slack (I can tell @anthropic is Slack-pilled). I have a content channel, a finances channel, etc., which keeps different kinds of tasks separate. The only other app I’ve seen do this is Buzz by @jack, and it’s a good experience. Their strong point is documents (artifacts). If you want decks, high-quality docs or design mockups, Opus just wins. Period. It’s not close right now. Their weak point is real-time voice. It’s the worst of the bunch and borderline unusable, though I think they only added it a few days ago. Instinct lives in iMessage, has no app, and doesn’t do anything notable besides show you product suggestions you didn’t ask for. (Not ads, according to their team.) My hot take: The VM is overrated. SpaceX, OpenAI and Meta all talk about the VM your agent can use and feature it in their marketing. It’s not as useful as you’d think, because more and more websites block bots that visit their site on the cloud VM. All of these companies promise their agents can make payments, but most payments either take forever or get blocked altogether. SpaceX has a cool workaround with Grokbot that routes traffic through your computer so it uses your IP address. But I’d much rather the agent just USE my computer for the task, like dot does by handing it off to Codex. Also, i don't think normal people care about the virtual computer. If anything they get offended they have to "stream a computer". The problem with personal agents: by the time you read this, pick one, and test it for 7 days, every one of them will have released 10 new features and the whole landscape will have changed. It’s nearly impossible to keep up.
If you’ve used a personal AI assistant (@bot, @Muse, dots from @OpenAI, @Claudeai Duet, @Instinct, etc), which was your favorite and why? What are the biggest differences?
225
61
26
1,637
143,035
Ryan Wang 🇹🇼 retweeted
Replying to @ryanwang
根據研究,對齊後模型普遍變得極度禮貌低衝突,像「日本人」。 粗略對應: Claude → 京都人(優雅謹慎、講究禮儀、內斂) ChatGPT → 東京人(高效正式、萬用、略帶距離感) Gemini → 東京新宿派(資訊爆炸、現代感強) Llama → 九州人(直接熱情、少修飾) Grok → 大阪人(幽默敢講、商業直覺)
1
1
2
180
Ryan Wang 🇹🇼 retweeted
Andrew Curran
@AndrewCurran_Oct 21
John Malone is predicting an $8-10B deal between Skydance and SpaceX. Elon has repeatedly said full generative movies and series are the goal for Grok Imagine. A content/output deal could give him training data and rights access to major franchises now under Skydance, including Star Trek, Lord of the Rings, Game of Thrones and Harry Potter. A fully legal Grok generated final season of GoT, or a Hogwarts tv series with the inclusion of an extremely popular female Slytherin are drawing closer to reality.
50
85
41
703
75,531
Ryan Wang 🇹🇼 retweeted
The entire term structure of @nvidia H100 GPU rental rates continues to rise.
6
15
4
85
17,209
Ryan Wang 🇹🇼 retweeted
🤖 Made with AI
9
11
1
240
7,997
Ryan Wang 🇹🇼 retweeted
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more. Full Big Technology Podcast episode here --> Chapters: 0:00 Introduction 1:14 Google’s Frontier AI Strategy 3:47 Do Frontier Models Really Matter? 6:35 The Future of AI Agents 7:39 Recursive Self-Improvement 12:58 World Models and the Path to AGI 14:56 Google’s Compute Dilemma and AI Infrastructure 19:36 Is AI Overbuilt? 23:35 The Future of the AI Interface 31:42 Google’s Answer to Muse and Dots 35:03 Apple, Space Data Centers, and AI Coding 41:42 Optimism and AI’s Future
38
89
28
624
432,083
Ryan Wang 🇹🇼 retweeted
Elon Musk
@elonmuskOct 19
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
45,416
63,721
14,704
624,432
36,754,770
According to @insane_analyst, several people who attended Anthropic's investor day told him that the company was "vague and gave little information" along with nobody asking an intelligent question. Goes on to say he suspects a subset of departments at Jane Street may have blown up leading to the market selloff last week.
17
31
6
389
69,764
Ryan Wang 🇹🇼 retweeted
Replying to @eric_khun
As long as I’m CEO.
135
215
92
5,313
689,363
Ryan Wang 🇹🇼 retweeted
I’ve spent a few days thinking about the Tesla Roadster reveal and landed somewhere I haven’t seen much discussion. I’m neither a Tesla fanboy nor a Tesla hater. And I couldn’t care less whether what we saw technically qualifies as a flying car. Three takeaways: (1) The risk of that live demonstration going horribly wrong was real. Almost no CEO would willingly expose their company to that kind of public humiliation for a product with so little financial upside. Elon did. (2) That willingness to attempt the seemingly impossible is what makes Tesla special. It’s also arguably Elon’s greatest contribution to America. He’s helped bring back something we’ve lost. The American spirit of chasing big scary ideas that most people think are impossible. That mindset is spreading across a new generation of founders and its long term impact on America’s future could dwarf anything Tesla ever sells. I think this is deeply underappreciated. (3) Can we just acknowledge how insanely cool that moment was? We’ve reached a strange place culturally where even extraordinary feats of human ingenuity immediately become arguments about why they don’t count. Not everything needs to be a debate. Sometimes we should just be able to stand back together and marvel at what humans are capable of. I’ve been both bullish and critical of Tesla’s ambitions over the years. But watching Elon and his team push the boundaries of what’s possible reminds me why I’m glad we have him. Whether the Roadster ever makes Tesla a dollar or impacts $TSLA stock price is almost beside the point. We need more people willing to risk failure in pursuit of things the rest of us think are impossible. Because when they succeed we all win.
1,085
2,439
357
19,729
649,678
Ryan Wang 🇹🇼 retweeted
Honestly, I know I say this a lot, my team does all the hard work. They are the absolute best! So many you can call out, but I always tell them ‘I work for you, tell me what you need?’ Making great products starts with an idea, then committing everything to it, then GO!
52
122
9
2,623
83,211
Ryan Wang 🇹🇼 retweeted
Tesla Roadster: Lars Moravy deep dive with Henry Catchpole (Hagerty) — new details —— Powertrain specifics —— ✅ Dual rear motors deliver more power & torque than a full Model S Plaid ✅ No differential: each motor drives one rear wheel via its own 8.4:1 planetary gearset ✅ Individual inverter per motor ✅ Motors are smaller and more power-dense than the Plaid units —— Sucker system details —— ✅ Four fans of ~20 kW each (derived from Tesla’s heat-pump compressor motors) ✅ Drop-down independent skirts seal the underbody ✅ Generates >2G of cornering grip from 0–50 mph —— Thruster & tank specifics —— ✅ Nitrogen stored at up to 10,000 PSI ✅ Lars: “It just seemed wrong to put fuel into a car” ✅ Full 600L Rocket tank currently takes 6–7 hours to refill (target ~30 min) ✅ Rocket 0–60 of 0.55s is a rollout figure ✅ Thrust version reaches ~0.85s with over 5G —— Chassis & dynamics —— ✅ Track Mode lowers the car 40 mm and triples suspension stiffness ✅ Double-wishbone front / multi-link rear ✅ Front aero elements can move up to 80° ✅ Width: ~2 meters (78.7 in) —— Battery & performance notes —— ✅ Bespoke 4680 cells with aluminum cans (instead of steel) + double-sided cooling ✅ Target of 25–30 minutes of unrestricted track driving per charge ✅ Top speed: ~210 mph (Performance) rising to 230 mph on higher trims
4
25
4
231
12,904