大道至简 @ftian15
美股，宏观，价值投资 Joined June 2020-
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Okay I did a first quick pass of naive CUDA kernels for the forward pass of GPT-2 and pushed everything to one file in llm.c, Still only ~1000 lines of code: github.com/karpathy/llm.c… Current per iteration timings on my Lambda box <3 A100 40GB PCIe, B=4, T=1024: - llm.c: 111ms -…
TESLA should lower FSD price to increase adoption. Currently $TSLA FSD worth $3000 based on used Model Y market pricing. The price can always increase later when it has a better performance. Make FSD an asset rather than a liability.
好公司不一定能带来股价上涨，便宜的公司不一定能带来股价上涨，又好又便宜的公司也不一定能带来股价的上涨，只有超过预期的公司才能带来股价上涨。
我认为 $TSLA 的电车+FSD 业务的终极形态会类似电信业务。 10年后，各种电信付费模式都会存在。极限情况下，订阅FSD送车。
未来社会将是什么样子？还以公司形式组织吗？ 公司是一个创造附加价值的组织。随着技术的发展，附加价值的利润率必然会降低。无法创新的公司将死亡。资源向头部企业聚集。由于技术高度发达，头部企业不代表人多的企业，很有可能是几个人甚至一个人。资本将只回报创新。人们将为自己的想象力工作。
今天不考虑 $TSLA 短期的销量问题，我们从更长期的行业趋势来思考一下。 观点：汽车行业正在经历从大宗商品到消费电子行业的转变。按照消费电子行业规律，未来将有5家车商拥有80%的市场份额。第一名市值会到10T 量级。 下注：第一名将会是 $TSLA, 现在 $TSLA 市值～500B，意味着10年20倍。
如果智能电动汽车“消费电子化”，那么就必然会遵从消费电子行业的规律，当15~20年后行业进入成熟期，全球前5的品牌必将手握80%以上的份额。也就是说，只有最终进入全球行业前5，做到年出货1000万台以上才有意义。 猜猜哪五个？特斯拉、比亚迪、奔驰、丰田、福特
真正的好生意一旦建立护城河和领先优势，就能持续产生正向经营循环，不断扩大优势，实现强者恒强的产业格局。 行业判断的认知误区: 1. 以行业头部公司的情况评判行业的整体情况 2. 忽略隐性成本与风险: 如有些新兴行业盈利很脆弱
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@elonmusk @niccruzpatane @Tesla Maybe hire me...
1. NVDA当时的下跌是市场认为芯片周期结束的调整，然后2023年一月份的CHATGPT带起来。营收增速受大环境影响 2. META当时的下跌是在经济下行的情况下战略错误（进入元宇宙）。营收增速受大环境影响，资本性支出受战略影响 3. 奈飞当时的下跌是营收增速放缓，遇到瓶颈，大环境变坏前奈飞就开始下跌。…
We should send rockets not at each other, but rather to the stars
Okay I did a first quick pass of naive CUDA kernels for the forward pass of GPT-2 and pushed everything to one file in llm.c, Still only ~1000 lines of code: github.com/karpathy/llm.c… Current per iteration timings on my Lambda box <3 A100 40GB PCIe, B=4, T=1024: - llm.c: 111ms -…
I added a quick crappy tutorial on how PyTorch layers are moved to C, with a few possibly helpful pointers: github.com/karpathy/llm.c…
Have you ever wanted to train LLMs in pure C without 245MB of PyTorch and 107MB of cPython? No? Well now you can! With llm.c: github.com/karpathy/llm.c To start, implements GPT-2 training on CPU/fp32 in only ~1,000 lines of clean code. It compiles and runs instantly, and exactly…
I wrote this 8 years ago tesla.com/blog/master-pl…
If something or someone is causing you to feel negative emotions, it isn’t because of the thing or person in question. It’s either because you don’t understand that thing or person well enough, or you don’t understand yourself well enough. You’re fighting with one or both of them…
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Tornetta v Musk on attorney fee motion 1. May 1 Tesla will file opposing brief. 2.May 31 Tornetta reply brief 3. Parties file jointly a proposed order or separately disputed order 6/5/2024 & final judgment and hearing 7/08/24 with ruling thereafter. @farzyness @TeslaBoomerMama
NEWS: Tesla is set to appear at Poland’s largest automotive show for the first time. The Poznań Auto Show will be held from April 4 to 7. teslarati.com/tesla-poland-l…
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WHAT'S IN THE TIKTOK BILL? I've read H.R. 7521 (the "TikTok bill") carefully. Here's a summary of the operative provisions: (1) The bill prohibits "foreign adversary controlled applications" from operating in the U.S. The prohibition applies not just to the app itself but to…
Starship reached orbital velocity! Congratulations @SpaceX team!!
Let’s be honest: Most WS analysts are used to being spoon-fed. And most CEOs hate providing guidance. They do it because their competitors do it. $TSLA not providing guidance just means WS has to do its own research, which is how it should be anyway. @elonmusk is wired…
I touched on the idea of sleeper agent LLMs at the end of my recent video, as a likely major security challenge for LLMs (perhaps more devious than prompt injection). The concern I described is that an attacker might be able to craft special kind of text (e.g. with a trigger…
New Anthropic Paper: Sleeper Agents. We trained LLMs to act secretly malicious. We found that, despite our best efforts at alignment training, deception still slipped through. arxiv.org/abs/2401.05566
The era of spatial computing has arrived! Apple Vision Pro is available in the US on February 2.
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