"Not Even Wrong" Podcast
Investing in fundamentally new concepts and engineering practices with large impact.
Book discussion ‘Normal People’ by Sally Rooney. Psychological discovery of human existence. Subtle, everyday events lead to deep insights. 1/3 Socio economic background of Ireland in early 2010s. Zeitgeist pre Brexit and Trump 2016. Lack of purpose. Men must have something to fight for and it cannot be an abstract idea. It must be real. ‘Literature is a fetich for cultured people to take them on false emotional journey to separate themselves from the common people about whose lives they like to read'. They find meaning in abstract goals such as Justice or Gaza because that is much cheaper and easier than engaging with real, solvable problems. 2/3 Identity. What does it mean to be ‘me’. Cannot define by others. Dangerous. Happens within. 3/3 Power of love. Love is power. In order to love you must submit to the other person which makes you extremely powerful and vulnerable.
Solve the data problem in robotics. CVPR 2026 Part 5. Jitendra Malik presentation. 3dfy everything paper. Take images from video, represent the objects in 3D and then learn in simulation to manipulate. RL and in the loop fine tuning, which is you use robot data and counterfactuals (shadow mode) to learn from robots about the physical world then feed back into model. Tesla FSD is solving for video reasoning. Jitendra’s approach solves manipulation. Trajectory for robotics learning at scale. Pre-train from video. Mid-train with skill specific manipulation, imitation, RL and simulation. Fine tune against benchmarks.
Not selling Tesla to buy Space X. Tesla catalysts near term. Space X longterm. Hot air, removed from fundamentals. Not Tesla. Driven by self driving technology, which is maturing and ready for scale. Space X driven by Starship, which is engineering and even science problem. Space AI requires successful reusability of Starship. Lots of iterations required. Similar to FSD five years ago. Once Starship solved, unit economics of space AI feasible. Tesla and Space X merger creates full stack enterprise AI for digital and physical work and transport. Merger at least 50/50.