Brett Winton @wintonARK Twitter profile

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Brett Winton

@wintonARK

1 month

on convergent technologies and structural economic change welcome to the great acceleration (for your reading pleasure)

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Brett Winton

@wintonARK

4 years

A problem We are currently making Earth look like Mars faster than we are making Mars look like Earth

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Brett Winton

@wintonARK

2 years

Lords who have been knighted by the twitter verification wand are upset that the proles will be able to buy status

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Brett Winton

@wintonARK

3 years

There is more risk in not taking enough risk than people commonly understand

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Brett Winton

@wintonARK

1 year

All the news that's fit to print?

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Brett Winton

@wintonARK

2 years

It’s okay if Bill Gates is short Tesla. It only has an average ESG rating and is “misaligned” with climate goals. So long as he is long an equivalent amount of Shell Oil—higher ESG rated than Tesla—then there is no hypocrisy at all. All good.

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Brett Winton

@wintonARK

9 months

The room temperature superconductor in Avatar, Unobtainium, cost $40,000,000 per refined kg This week we learned that we might be able to synthesize an equivalently performative kg from $24 of phosphorus, $1.30 of lead, and $.20 of copper

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Brett Winton

@wintonARK

2 years

How gene editing and gene therapy companies could exceed $1 trillion in market value over the next 5 years up from $160 billion today

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Brett Winton

@wintonARK

3 years

Apple still reputedly planning to build an iCar. The apparent secret sauce: They watched the livestream of Tesla’s battery day; They also took notes; Then those notes were exclusively leaked to Reuters. So they could hire, hoping to begin production by [checks notes] 2025.

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Brett Winton

@wintonARK

2 years

Though I understand the perspective, disagree. By spec’ing to human shape and size you guarantee backward compatibility with the existing built world. Backward compatibility with extant infrastructure is critical for successful proliferation of transformative tech (imv)

Mike Olson 🇺🇸

@mikeolson

2 years

"Humanoid" is the wrong form factor for a robot.

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Brett Winton

@wintonARK

1 year

We think that autonomous EV Semis could lower per ton mile costs of freight trucks to price-points competitive with rail. There are ~$400 billion in fixed rail assets in the US. Great businesses. Buying back shares and paying out dividends. What could possibly go wrong?

Brett Winton

@wintonARK

1 year

some real time reactions to the Tesla semi live stream 👇

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Brett Winton

@wintonARK

4 years

This would be consistent with a much larger share of the population having immunity than has been previously assumed

david friedberg

@friedberg

4 years

UW Virology has been testing symptomatic patients for coronavirus. they publish tests and results, in aggregate. here is the latest chart:

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Brett Winton

@wintonARK

2 years

The financial-media ecosystem’s widespread (and generally accepted) conflation of price volatility with risk massively dis-serves the investing public.

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Brett Winton

@wintonARK

2 years

“They even have bitcoin miners in shipping containers so it can drop into any remote location with excess energy.” “Well do the miner’s mind?” “The miners?” … “Mom, they’re computers” “Oh!” (After I thought I had successfully explained the whole system)

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Brett Winton

@wintonARK

1 year

I’m sorry, but Microsoft has to use its OpenAI enterprise license to bring back Clippy Who better to shove the entire global economic system into mass scale paper clip production

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Brett Winton

@wintonARK

1 year

Direct evidence of the decline in VC investment volumes: the unicorn birthrate has collapsed.

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Brett Winton

@wintonARK

3 years

Previously, we demonstrated how bitcoin minting could allow solar + battery systems to economically scale to provide a larger share of grid energy. As expected (in this update) the result holds across different historical bitcoin pricing/hash timeframes

Sam Korus

@skorusARK

3 years

1/ @wintonARK , @yassineARK , and I just posted an incremental update to ARK's open-source Solar+Battery+Bitcoin mining model, which now allows one to test how the system would have performed in historic Bitcoin bull and bear markets.

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Brett Winton

@wintonARK

2 years

Over its entire history SpaceX: $7.4 billion raised in outside capital Same time frame NASA: $361.6 billion in spending

Balaji

@balajis

2 years

The state has far more money than anyone. But they are behind SpaceX, because tech isn’t capital-limited, it’s competence-limited. After all, who knows more about rocket science — politicians or Musk?

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Brett Winton

@wintonARK

1 year

We open-sourced our 2027 Tesla model. Expected value: $2000 per share. But cynics wonder: 1) What if robotaxi never happens? 2) What if production scaling is arbitrarily constrained? 3) What if Tesla has to keep pricing aggressively to move units? 🧵

ARK’s Expected Value For Tesla In 2027: $2,000 Per Share

ARK’s price target for Tesla is $2,000 per share in 2027 with our bear and bull cases valued between ~$1,400 and $2,500 per share in 2027.

ark-invest.com

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Brett Winton

@wintonARK

2 years

Very hard to conceptualize a ~5,000x capability improvement (our ~2025 expectation for neural nets.) To give you a sense *compared to the 2007 original* this year's iPhone will likely be between ~200x (on a CPU basis) and ~3,000x (on a GPU basis) more performant

Brett Winton

@wintonARK

2 years

We believe the cost to train a neural net will fall 2.5x per year through 2030. AND we expect budgets to continue to balloon, doubling annually at least through 2025. Combine the two: Neural net capability should increase by ~5,000x by 2025

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Brett Winton

@wintonARK

5 months

technically the Cybertruck improved the 911's 0-60 time

Elon Musk

@elonmusk

5 months

Beats a Porsche 911 while towing a 911

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Brett Winton

@wintonARK

4 years

Well @elonmusk certainly got everyone's attention Announcement day cybertruck search volume seems to be on par with announcement day Model 3 search volume. And the searches seem to be coming from the customers that they're targeting...

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Brett Winton

@wintonARK

3 years

People ask where the market is going? An incomplete question. Over what duration?

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Brett Winton

@wintonARK

1 year

The future is coming faster than you think Time to AGI has fallen by another 25 to 50%

Brett Winton

@wintonARK

2 years

you are distracted by noise over the past 2 months, the estimated time to Artificial General Intelligence has fallen by between 60 and 70% (find me a chart that is more macro-economically meaningful than this one; I’ll wait)

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Brett Winton

@wintonARK

2 years

Earth’s flare of consciousness may indeed be unique in the universe

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Brett Winton

@wintonARK

1 year

That the AI language model breakthrough applies to so many domains (autonomous taxis, long read gene sequence reconstruction, here robotic capability) makes me suspect that the image generation breakthrough (diffusion) will have similar cross-domain applicability

Karol Hausman

@hausman_k

1 year

Introducing RT-1, a robotic model that can execute over 700 instructions in the real world at 97% success rate! Generalizes to new tasks✅ Robust to new environments and objects✅ Fast inference for real time control✅ Can absorb multi-robot data✅ Powers SayCan✅ 🧵👇

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Brett Winton

@wintonARK

3 years

Robotaxi could turn out to be the most meaningful economic productivity delivering innovation of all time (by multiples.) If and as it scales the technology unlocks massive capital-utilization and labor-efficiency improvements. It truly could be an innovation without precedent.

Brett Winton

@wintonARK

3 years

There is also the indirect benefit of the freed up time (as well as injury reduction) People will either spend their new non-driving time consuming (binge-watching Squid Games) or working (email). Net we believe 🤖🚕 will add $26t to GDP by 2030

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Brett Winton

@wintonARK

2 years

Diess out at VW not so much due to the group’s ongoing software issues but for attributing some of the software blame to Audi and Porsche’s software customization requests (A sure sign that the software issues will magically resolve with the change in leadership)

Berlinergy

@Berlinergy

2 years

Exclusive Automobilwoche🇩🇪 This is why Herbert Diess had to go Saturday, July 23, 2022 08:24

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Brett Winton

@wintonARK

8 months

surprising: spaceX can land rockets so consistently shocking: 7 years later and still (still! still!!!!) nobody else is doing so

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Brett Winton

@wintonARK

3 years

that competitor you thought you didn't need to worry about due to your unimpeachable network-effect-derived moat

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Brett Winton

@wintonARK

7 years

"Bitcoin isn't a currency" "Netflix isn't cable TV" "Facebook is only for college kids" "The iPhone is not a business device"

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Brett Winton

@wintonARK

2 years

reflecting on it it is deeply weird that the internet tried to bully, threaten, extort and browbeat us into giving up on Tesla

Brett Winton

@wintonARK

4 years

Somebody will/should write a book on information-warfare, tribalism, purity-tests, and self-annihilation. TSLAQ will serve as a minor case-study.

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Brett Winton

@wintonARK

1 year

OpenAI announces GPT-4 here: Performance on human-benchmarks is rather remarkable. GPT-3.5 scored 10th percentile on the bar exam, GPT-4 hits the 90th percentile. On BC calculus it got the equivalent of a 4, good for college credit at 99% of colleges.

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Brett Winton

@wintonARK

2 years

The world’s largest computer does 1.1 exaflops Tesla’s exapod is designed to achieve 1.3 (Not 🍎 to 🍏 since high-performance compute runs at 64 bit whereas Tesla is tuning to 16 bit; divide the exapod by 4 though and it would be the world’s 3rd largest computer...)

Brett Winton

@wintonARK

2 years

On a performance basis Tesla is anticipating roughly the same performance advance off of Dojo ~4x by mid-23’ that it would have gotten if had stuck with Nvidia (upgrading from A100 to H100) Big difference in cost and customization to Tesla’s workloads tho…

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Brett Winton

@wintonARK

1 year

A recipe for misaligned incentives: Take 1 ICE SUV Add $2,500 of batteries (for a whopping 21 miles of electric range) Get a $7,500 subsidy (Meanwhile a true EV SUV with 15x the range and more cargo capacity doesn’t qualify because it’s not “SUV enough”)

Farzad

@farzyness

1 year

The car on the left has a gas engine and gets 20 MPG. It has 21 miles of electric range. It gets a $7,500 EV Tax Credit. The car on the right is ELECTRIC ONLY and gets 113 MPEe. It has 330 miles of range. IT DOES NOT GET A $7,500 EV TAX CREDIT.

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Brett Winton

@wintonARK

4 months

By the end of the decade...

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Brett Winton

@wintonARK

3 years

I have solar. Installed by Tesla since January. Hasn't generated a single watt-hour. Waiting for utility to approve the connection.

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Brett Winton

@wintonARK

2 years

Time is more important than timing

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Brett Winton

@wintonARK

1 month

There is financial incentive in mandating a demo of FSD upon delivery. (Tesla's average selling price is $45k; Cost to produce is $36k; Incremental sales of $12k software add-ons is highly gross margin accretive) But the strategic considerations are probably paramount. A happy…

Whole Mars Catalog

@WholeMarsBlog

1 month

FSD Beta 12.3.1 preinstalled on compatible new cars 😮

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Brett Winton

@wintonARK

4 years

Per Bloomberg's survey, the Model 3's net promoter score is 91. For reference, in 2010 as demand was inflecting, the iPhone's net promoter score was 73. 70 or higher is considered world class.

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Brett Winton

@wintonARK

2 years

We expect $4,600 per share by 2026 Highest sensitivity to: -Tesla’s ability to overcome production scaling bottlenecks -The year of 🤖🚖 launch -The 2026 cutoff Amazing work by @TashaARK , @skorusARK (and @MahowaldARK ) Plus the whole ARK team.

ARK’s Expected Value For Tesla In 2026: $4,600 per Share

ARK’s updated open-source Tesla model yields an expected value per share of $4,600 in 2026. Please explore and test our assumptions.

www.ark-invest.com

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Brett Winton

@wintonARK

11 months

Iridium spent $9 billion (2022 dollars) to launch 66 satellites, signed up 11,000 customers and was bankrupt within a year. SpaceX has spent 1/5th the amount to launch 60x more satellites, and has signed up 140x more customers.

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Brett Winton

@wintonARK

2 years

Average used car sale price: $27k Average used car loan: $23k Taking on 85% LTV used internal combustion engine risk across the 5+ year life of those loans … is rather brave. A lot of implicit bets being placed that the supply chain disruption is structural and persists.

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Brett Winton

@wintonARK

28 days

Any prioritization of the robotaxi program should be read as a massive positive for Tesla. That the stock sold off so severely on a Reuters story reporting on the same indicates how profoundly existing holders misunderstand Tesla's future value.

Brett Winton

@wintonARK

28 days

But it makes sense that those geographies will fall back in the priority order as Tesla becomes more confident in robotaxi commercialization. Crudely, the net present value of a commercialized robotaxi to Tesla is 50x that of a $25k vehicle sold once.

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Brett Winton

@wintonARK

3 years

A company is going 0 to 1 People claim it is still 0 They yell They carp They rant It becomes indisputably worth 1, occupying a strategic position that makes it very difficult to unseat. The market then gamely identifies a dozen 0s in that same field and values them at 0.5

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Brett Winton

@wintonARK

5 months

I mean... "Disney and TikTok Announce First-of-Its-Kind Content Hub Celebrating 100 Years of The Walt Disney Company" -10/16/23 (survey h/t @antgoldbloom )

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Brett Winton

@wintonARK

2 years

time not timing (bitcoin edition)

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Brett Winton

@wintonARK

4 years

Ford: brings on ~100 different executives, a team of hip-hop dancers, an electronic mustang sculpture, Idris frickin' Elba, scripted to the millimeter Musk: doesn't even look through the slides beforehand, demos the indestructible glass by breaking it, rushes through everything

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Brett Winton

@wintonARK

1 year

The internal combustion new car demand death spiral: EVs become obviously more economical People defer purchase and get in the EV queue rather than settle for a worse more expensive ICE🚗 ICE factory utilization 📉 causes depreciation expense 📈 ICE prices 📈 Wash rinse repeat

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Brett Winton

@wintonARK

5 years

Is this really a technologically unique moment in economic history? Yup.

Disruptive Innovation: Why Now? | White Paper by ARK Invest

Explore the impact of disruptive innovation today and why technology platforms generate investable opportunities for the global equity markets.

research.ark-invest.com

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Brett Winton

@wintonARK

1 month

People will probably see this as Tesla looking to sell FSD. The reality is that FSD will sell Teslas.

Brett Winton

@wintonARK

1 month

There is financial incentive in mandating a demo of FSD upon delivery. (Tesla's average selling price is $45k; Cost to produce is $36k; Incremental sales of $12k software add-ons is highly gross margin accretive) But the strategic considerations are probably paramount. A happy…

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Brett Winton

@wintonARK

4 years

what is going to be the incentive for any student to actually mechanically compose a term paper in a world of gpt3?

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Brett Winton

@wintonARK

2 years

It is 2005 And you can see the future Cell phones will become the world’s most economically important device Trillions in value will be created Obviously, you massively long Nokia and Blackberry Unmatched scale and expertise The iPhone’s ’07 release only validates the thesis

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Brett Winton

@wintonARK

1 year

Tesla’s daily FSD miles have grown 3x in 3 months. Slowly… then suddenly.

Elon Musk

@elonmusk

1 year

@ikristoph @brickroad7 Team is closing the loop on interventions very rapidly. To get enough training examples for potential serious accidents, we have to run them in sim, as we have so few in the fleet, despite doing ~1M miles per day of FSD.

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Brett Winton

@wintonARK

1 year

😬

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Brett Winton

@wintonARK

11 months

A natural vector for twitter Connecting people with companies and companies with people Is incredibly fertile revenue terrain

Elon Musk

@elonmusk

11 months

@JonErlichman They need some competition …

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Brett Winton

@wintonARK

5 years

Newest version of the open source extract of our Tesla model is available here. Incorporates more through-flows from balance sheet line items and allows capex requirements to natively flow through to equity issuance. Price targets are broadly the same.

GitHub - ARKInvest/ARK-Invest-Tesla-Valuation-Model: An excerpt from our financial valuation model...

An excerpt from our financial valuation model of Tesla - ARKInvest/ARK-Invest-Tesla-Valuation-Model

github.com

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Brett Winton

@wintonARK

5 months

Trying to deny consumers access to a technology that makes them 10x better drivers—or gin up opposition to the same—is immoral. Even at the current state of the technology, if every driven mile in the US were FSD-facilitated, 40,000+ deaths could be avoided.

Tesla

@Tesla

5 months

While there are many articles that do not accurately convey the nature of our safety systems, the recent Washington Post article is particularly egregious in its misstatements and lack of relevant context. We at Tesla believe that we have a moral obligation to continue…

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Brett Winton

@wintonARK

2 years

@elonmusk @pmarca just indicative of how esg framing has always been broken: backwards looking; massively subjective to the moment's political whim; rewards compliance reporting and box-checking at the expense of rewarding prospective impact.

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Brett Winton

@wintonARK

9 months

Time spent on Stackoverflow is down 40% year over year and ~200 million annualized hours from peak. At $50 per hour the time avoided on stackoverflow is worth $10b (some time-shifted over to Replit/chatGPT/copilot, some recognized into productivity uplift).

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Brett Winton

@wintonARK

4 years

A blood test for early cancer detection cancer is coming sooner than you think (Less than 1% false positive rate and identifies tissue of origin on positives 9 times out of 10)

GRAIL

@GrailBio

4 years

We’re excited to announce the publication of validation data from our multi-cancer early detection test in @Annals_Oncology , supporting its ability to detect more than 50 types of cancer through a single blood draw #DetectCancerEarly .

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Brett Winton

@wintonARK

2 years

you are distracted by noise over the past 2 months, the estimated time to Artificial General Intelligence has fallen by between 60 and 70% (find me a chart that is more macro-economically meaningful than this one; I’ll wait)

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Brett Winton

@wintonARK

1 year

Lost my dad I’ll say this At the end You will realize That there is so so so much That you didn’t Catch the chance To say

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Brett Winton

@wintonARK

2 years

love this data in Tesla’s impact report Tesla is the only automaker in the world that is financial-incentive-aligned with delivering ongoing customer-safety improvements it shows

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Brett Winton

@wintonARK

3 months

That Tesla is delivering a higher-performance software product operating on ~300k fewer lines of code is probably unprecedented in business history Both a testament to the power of the new AI paradigm and a testament to the Tesla team They push forward, fearlessly

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Brett Winton

@wintonARK

1 month

Fits with thesis that the rate of progress becomes more predictable now that FSD sits on full stack neural nets Suspect this improvement rate expectation is derived from max training compute available crossed with the typical amount of data required to finetune out an error

Elon Musk

@elonmusk

2 months

@WholeMarsBlog Three significant improvements to FSD will roll out roughly every two weeks. Should be really shining bright by late April or early May.

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Brett Winton

@wintonARK

2 years

Alex Roy

@AlexRoy144

2 years

“Can anyone catch the cell phone king?” - Forbes, 2007

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Brett Winton

@wintonARK

2 years

Today we published our Big Ideas 2022 report, available here: Some highlights 🧵

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Brett Winton

@wintonARK

1 year

chatGPT at >10 million daily users in 40 days Instagram took 355 days to get to 10 million registered users

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Brett Winton

@wintonARK

4 years

Imagine you’re trying to crack a ~$100 billion market segment that is: 89% male Has stronger brand loyalty than any other segment, and Doesn’t give a sh$t about your eco-friendly bonafides...

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Brett Winton

@wintonARK

5 months

👀

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Brett Winton

@wintonARK

6 years

People still don't get it. So bitcoin miners are annualizing at 31 teraWatt hours. To produce gold we consumed 260 teraWatt hours last year and 2,250 over the past decade.

Eric Holthaus

@EricHolthaus

6 years

Uhhh... about bitcoin... it's actually ruining the planet. The bitcoin computer network currently uses as much electricity as Denmark. In 18 months, it will use as much as the entire United States. Something's gotta give. This simply can’t continue.

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Brett Winton

@wintonARK

9 days

Tesla's full self drive, now the most powerful publicly available AI system in the world. More compute than Llama 3 or GPT-4 for each incremental build. (Under reasonable assumptions.)

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Brett Winton

@wintonARK

3 years

You have one massively mature technology that literally depends upon burning carbon-based fuels to move you around and another still very early technology that allows you to generate the energy elsewhere as efficiently as possible. And people are like: it’s a close race!

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Brett Winton

@wintonARK

3 years

So we were probably too conservative in 2018 When we predicted $800 per share (split adjusted) By 2023 (My bad)

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Brett Winton

@wintonARK

1 year

@NewsNancy9 @elonmusk @TomFitton

Brett Winton

@wintonARK

3 years

A few things (non-inclusive) that stand out: Let’s just pretend that we entirely throw the battery away after an arbitrary number of miles; Oh, and no change in the carbon dioxide intensity of electric power production over 15 years: seems fair.

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Brett Winton

@wintonARK

10 months

Language models break the monetization framework for most of the consumer web As they get better the disruption will become more severe

R. Scott SD

@RSS_D4

10 months

The timing of @elonmusk data scraping rules and @OpenAI widening the release of "browsing" function are not coincidence. Pretty much all content/IP is going to need to move behind paywalls, to blockchain or something similar to charge microtransactions for…

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Brett Winton

@wintonARK

11 months

I’ll save you the trouble The author erroneously attributes all accidents and deaths to FSD beta miles rather autopilot and so massively undercounts the dominator, perhaps due to incompetence, more likely due to willful idiocy and media-amplification incentives

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Brett Winton

@wintonARK

3 months

people ask why full stack neural nets is important for robotics with the status quo ante every unique problem required its own unique (hand-coded) solution with neural nets every unique problem has the same solution: more data + more compute

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Brett Winton

@wintonARK

2 years

@elonmusk Hmm, I count 95 Hard enough task keeping 8 well-mannered imv (S, 3, X, Y, Cybertruck, robotAxi, Roadster, Semi)

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Brett Winton

@wintonARK

5 months

xAI's advantage not just 𝕏's data-history, but also 𝕏 at runtime 𝕏 is the PvP social media network An agent trained to compete and win in this platform's information-space will outcompete every carefully cultivated and cloistered information tool

Brett Winton

@wintonARK

1 year

Data ingredients to train an AI model that can assess, analyze and react in real-time to the world: Twitter Financial markets [end of list]

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Brett Winton

@wintonARK

10 months

Twitter daily user hours: 40 million Top 25 news sites in the world, aggregate daily user hours: 15 million Where does news actually happen?

Brett Winton

@wintonARK

10 months

twitter vs the world

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Brett Winton

@wintonARK

3 years

@elonmusk @CathieDWood @ARKInvest People often compare S&P market cap to US GDP: apples to oranges (since companies sell global and domicile is decreasingly vital to distribution footprint).

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Brett Winton

@wintonARK

1 year

It will no longer be possible to fully reboot the system

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Brett Winton

@wintonARK

1 year

When the AI model begins to use the Bitcoin ledger Like the guy in Memento used tattoos

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Brett Winton

@wintonARK

2 years

Technological convergence

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Brett Winton

@wintonARK

11 months

Relative to other automakers, Tesla has pretty severe geographic sales concentration. The partnership with GM and Ford will allow the company to underwrite supercharging network density in areas where they are currently under-penetrated from a units perspective.

Sawyer Merritt

@SawyerMerritt

11 months

BREAKING: @Tesla CEO @elonmusk & GM CEO @mtbarra have reached an agreement for GM to adopt Tesla's North American charging standard & provide GM customers access to over 12k Tesla Superchargers across the US & Canada. Tesla's NACS is now the main standard for Tesla, GM & Ford.

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Brett Winton

@wintonARK

28 days

Sell a $25k car Yield an optimistic $2.5k in income once Deploy a robotaxi @ $1 per mile Yield $25k in income annually* 1 robotaxi is worth 50 $25k car sales on a present value basis Indications that Tesla more confident in the latter model are massively positive! *lots of…

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Brett Winton

@wintonARK

1 year

Data ingredients to train an AI model that can assess, analyze and react in real-time to the world: Twitter Financial markets [end of list]

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Brett Winton

@wintonARK

3 years

Great piece. @jeffwilser spent a lot of time learning about @ARKInvest and captures a lot here

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Brett Winton

@wintonARK

2 years

From Tesla AI day FSD is trained on 4.8 million clips Perhaps 70k driving hours (assuming each clip ~= 1 minute) Tesla’s fleet is driving ~5 million hours per day! The importance of the dojo supercomputer is to allow Tesla to more completely exploit its data abundance

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Brett Winton

@wintonARK

3 years

Tesla prints a quarter with continued cost-scaling *and* pricing power announces a way to route around cell supply scaling issues (by using LFP) that other OEMs are incapable of (+ the US gov’t announces massive EV subsidies) Obviously the entire stock move is Hertz-related

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Brett Winton

@wintonARK

2 years

We believe the cost to train a neural net will fall 2.5x per year through 2030. AND we expect budgets to continue to balloon, doubling annually at least through 2025. Combine the two: Neural net capability should increase by ~5,000x by 2025

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Brett Winton

@wintonARK

3 years

Innovation is the key to unlocking a more sustainable world.

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Brett Winton

@wintonARK

2 years

We believe that through 2030 the cost to train a neural net is going to halve every 9 months And That the market for AI software will exceed the entire global IT budget by multiples by 2030 And 2 weeks after publication I am already concerned that we were too conservative

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Brett Winton

@wintonARK

18 days

A major brand safety verification platform was showing X’s brand safety score varying from 70% to the low 90s for four and a half months when it was actually 99.99% for the entire time period. 🤯

New York Post

@nypost

19 days

X platform’s brand safety score for advertisers hurt by error for almost 5 months

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Brett Winton

@wintonARK

2 years

The difference between $2 per mile ridehail and $1 per mile robotaxi (as a starting price) is the difference between $100 billion and $1 trillion in annual revenue

Tasha Keeney

@TashaARK

2 years

All in, the addressable market for autonomous ride-hail could be $11 trillion.

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Brett Winton

@wintonARK

1 year

Alameda Research (and/or FTX) invests $11.5m in a bank previously worth less than $6m The bank’s deposits, flat for a decade, jump 8-fold Regulators acquiesce? Nothing to see here

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Brett Winton

@wintonARK

3 months

Tesla had a good January (at least in terms of web traffic -- up ~20% YoY over a difficult price-cut-driven Jan '23 compare, and the highest datapoint going at least back to December of 2020, so likely the highest in its history) NB: In January of '21 Tesla hosted a job fair…

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Brett Winton

@wintonARK

4 years

Somebody will/should write a book on information-warfare, tribalism, purity-tests, and self-annihilation. TSLAQ will serve as a minor case-study.

Tom Randall

@tsrandall

4 years

A group of Tesla short sellers maintains a shared block list of anyone who tweets positive things about $TSLA. Today I was added to it for posting a summary of today's terminal news. Creating a bulletproof echo chamber seems like unwise investing strategy🤷‍♂️

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