Back to episode — Episode 3042 CWSA 12/10/25
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esome? All right. I think it's time for the simultaneous sip. And for that, all you need is a copper mug or a glass or a tankard or a stein, a canteen, a sugar flask, a vessel of any kind. Fill it with your favorite liquid. I like coffee. And join me now. I almost said drown me now. And join me now for the little pleasure, the dopamine of the day, the thing that makes everything better. It's cal…
← Previous segment →this world? All right, I've got my notes. I'm not printing them out anymore. I did buy a new printer, by the way. So I've got a brand new functional printer, but I got hooked on not printing them out. So saved a few minutes. Saved a few minutes.
All right. I saw a quote on X from Aaron Gwyn. I don't know who Aaron is, but Aaron says funny things. And the quote was, "We know psychology is a scam for two reasons." Do you believe that? Do you think psychology is a scam?
Well, Aaron gives two reasons, but I think they might come from somebody else. Number one, all the children of psychologists are insane. Well, it's a little bit harsh, isn't it? But it does seem to me that the children of psychologists tend to be a little insane. Okay, I'm not going to say that's true, but I'm not going to say it's not true.
Then the second reason that psychology is a scam, this is according to David Mamet. In a hundred years of psychoanalysis, no one has ever gotten better. Do you believe that? Have you ever known anybody who had bad psychological problems? Then they went to their psychoanalyst and then they got better. I've never heard of it. Have you?
Well, let's assume maybe it's working for somebody. But you know, I do think sometimes that just the mere act that you're doing something to try to improve your situation, yeah, maybe that does something for your psychology because you feel like at least you're taking it into your own hands.
Samsung is reportedly making millions of OLED displays for an Apple foldable phone. Don't know when that Apple foldable phone is coming out, but I saw it being mocked as Apple's finally caught up to 2019. Did we have a foldable phone? Not an Apple phone, but did Samsung or somebody have a foldable phone in 2019 and Apple's just catching up to it seven years later? Is that real?
I got to say, Apple doesn't make bad decisions. So probably there was some problem like supply chain or maybe they weren't reliable, they broke or something. Maybe something like that. But it does feel like Apple's not exactly the leading edge at the moment, doesn't it?
All right. I don't know who is asking for a foldable phone, but I'd like one. How many of you would not want a foldable phone? Is there a reason not to have one? Because if it's not folded, it's sort of exactly like a regular phone, right? Almost exactly, except the screen would be using up too much real estate compared to the battery.
All right. Well, here's sort of a big day, but it kind of comes with a small squeak instead of a roar. And it goes like this. Elon Musk was at some event. He was talking and he said that full unsupervised driving is pretty much solved at this point and that robotaxis with no safety monitors, that would be a human who was sitting there just for safety, will roll out in Austin in about three weeks.
So in three weeks, that day will finally have come. We're at least in Austin, and we assume it will roll out pretty quickly other places. Maybe not quickly in California because we're bad at everything. But that does seem like an impressive point in history, doesn't it? Like one of those days that will be remembered forever. The day that full self-driving became ordinary.
Like nobody's even, I don't think anybody's even complaining that it would be less safe than a human. Have you heard anybody make that argument? I think that argument is solved. So of course self-driving would have to be ten times safer or some number than human driving or else we won't trust it. But I think it's there.
So this is a whole new world just in time because I'll need that self-driving car.
All right. And then Elon says they're going to add a lot of reasoning and more to the car. To get to serious scale, Tesla will probably need to build, this is what Musk says, to build their own giant chip fab, have a few hundred gigawatts of AI chips per year. And Elon says, I don't see that capability coming online fast enough. So we'll probably have to build a fab.
Now, how would you like to be that confident about your business abilities? Let me read this again and just try to hold this in your head that there wouldn't be anyone else who would be able to make enough of the giant chips. So they're going to get into the business and scale up faste
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r than people who are already in the business. And it will get to a superior place so fast that it would be better than waiting for them. That's pretty confident. Can they do it? Probably. Probably. I do think they probably can. So it'll be impressive when they do. Well, here's a story that just keeps popping up and I didn't believe it the first time and I don't believe it the second time. And t…
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