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Afaik SpaceX is only putting 5% of its shares up on the public market when it IPOs (newly minted shares, diluting the existing private shareholders).

So the markets only "need to absorb" $75B when SpaceX IPOs, not its whole $1.7T valuation. At least until the lockup period expires.


Gotcha, that seems a bit more manageable for the market to absorb.

I think it will still be a bit tight with Anthropic and OpenAI IPO'ing at similar times however.


> I don't see Alphabet share price changing much just because of SpaceX being valued 2T instead of lets say 1T

Half of Alphabet's revenue increase last quarter came from marking up unrealized gains in their Anthropic investments.

I'm not saying Alphabet is doing this to juice the share price, but I want to point out that they don't have to sell shares to post banner earnings results and see a 10% jump in share price overnight.


That's a good point

The timestamped part of the video shows an iPhone 15 and 17, both on iOS 26.3. 45% on the iPhone 17 and 25% on the iPhone 15.

Only the iPhone XR in that test is on iOS 18. It scored behind all of the models on iOS 26.3 except for the iPhone SE. But that's not a useful comparison because who knows what condition the XR's battery is in at this point, and nothing else ran on a comparable iOS version.

Not sure what point you were trying to make with that video, but it doesn't really demonstrate cross-version battery performance.


Where I live isn't particularly challenging to drive (rural Washington), but I'm constantly disengaging FSD for doing silly and dangerous things.

Most notably my driveway meets the road at a blind y intersection, and my Model 3 just blasts out into the road even though you cannot see cross traffic.

FSD stresses me out. It's like I'm monitoring a teenager with their learners permit. I can probably count the number trips where I haven't had to take over on one hand.


> I'm constantly disengaging FSD for doing silly and dangerous things.

You meant “I disable FSD because it does silly things”

I read “I disable FSD so I can do silly things”


Exactly. Every bad situation I’ve been in with FSD was when I misread the situation and disengaged it during a maneuver that it was handling safely


It feels unlikely that blindly entering cross traffic, as described in the previous post, is going to be a safe maneuver, though.


I use it for 90% of my driving in Austin and it’s incredible


Do you have HW3 or HW4?


The newest FSD on HW4 was very good in my opinion. Multiple 45min+ drives where I don’t need to touch the controls.

Still not paying $8k for it. Or $100 per month. Maybe $50 per month.


It's your sanity (and money) ¯\_(ツ)_/¯


HW3, unfortunately. Missed the HW4 refresh by a couple of months.


it's edging into the intersection to get a better view on the camera. it's further than you would normally pull out, but it will NOT pull into traffic.


It's not edging; it enters the street going a consistent speed (usually >10mph) from my driveway. The area is heavily wooded, and I don't think it "sees" the cross direction until it's already in the road. Or perhaps the lack of signage or curb make it think it has the right of way.

My neighbor joked that I should install a stop sign at the end of my driveway to make it safer.


Or just manually drive in your own driveway.

The fact that it does't handle some specific person's driveway well is far from a condemnation of the system. I'm far more concerned about it mishandling things on "proper" roads at speed.


The software probably has a better idea of their car’s dimensions than a human driver, so will be able to get a better view of traffic by pulling out at just the right distance.


Rivian isn't exactly selling well either.

Perhaps more interesting is the F-150 Lightning outsold the Cybertruck in 2025 and Ford still canceled it as a failure.


I'm curious what your personal experience is.

My eMTBs are just as capable as my manual bikes (similar geometry, suspension, etc). In fact, they make smashing tech trails easier because there's more weight near the bottom bracket which adds a lot of stability.

The ride feel is totally different though. I tend to gap more sections on my manual bike whereas I end up plowing through stuff on the hefty eeb.


> I hope there's some layer between Apple and Gemini

In the press release Apple said they will be running this on their own hardware (both on-device and private cloud). They're not going to be directly routing requests to Gemini hosted by Google.

This obviously doesn't preclude some kind of data sharing arrangement, but there is at least some indirection between the two.


Definitely. Our hiring pipeline seized up in 2022 and we've been disproportionately hiring senior+ roles since, and many teams are senior heavy.

I think AI is a convenient scapegoat for other macro trends.


That argument is easy to politicize and selectively ignore. See: renewables and EVs.


No. The ICE isn't connected to the drivetrain in an EREV; it's only used to provide power to the EV drive system.

The Pacifica is what you'd call a plug-in hybrid (PHEV) because the ICE is still connected to the drivetrain.


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