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Случайный постElon Musk репостнул(а)
Patrick Collison
@patrickc · 9 окт. 2026 г.
Assorted things I've been mulling over regarding agents in the economy:
• Companies are in some sense the original superintelligence. It's often the case that they can use their amortized cognitive surplus to advance their interests against those of certain consumers: relative to the optimization capacity of companies, consumers can be inattentive, underinformed, irrational, etc. (Think, say, of some of the classic insurance upsells at the end of a booking process, which is typically priced substantially above what a regular policy would cost.) Herbert Simon introduced the idea of bounded rationality, and firms often end up benefiting from it. Thanks to personal agents, we will probably get somewhat more rational in how we engage with companies.
• How exactly will outcomes change? Well, certain kinds of price discrimination will work less well (how do coupons work if every agent hunts fastidiously for them?), and certain kinds of customer cross-subsidy will change (today, people who forget to cancel subscriptions subsidize those who don't). Taken across the economy as a whole, I'm not sure what the incidence of all of this will be.
• In corporate strategy, people have long debated the relative importance of distribution and product quality. Perhaps you've made something better, but does anyone know about it? Won't people just continue to buy the ACME Corp Mousetraps? Personal agents will, I think, act as a kind of structural subsidy for product quality. How would markets look different if individuals always spent at least 10 hours researching their purchases? On the margin, focusing on making a product better is, I think, going to become a more effective strategy for companies. This is good!
• It true, a corollary is that information about product quality will become more important and impactful. Today, most people have very limited ability to aggregate and integrate such data, but agents will have insatiable thirst for such signals. (It's often said that data is becoming more valuable because it helps in the training of models. That's obviously true, but I think there's a secondary way in which it's more valuable simply as a complement to cheaper intelligence.)
• A big question is whether agents will increase superstar effects (rational agents all settle on the same product) or increase dispersion (because everyone has slightly different tastes and preferences, which agents are good at eliciting, finally overcoming the artificial clustering we've been subjected to).
• Many internet companies have monetized demand routing, which is in turn often predicated on short attention spans. "I'll click on the first thing I see." This has led to some amount of inefficiency, as companies try to propitiate capricious ranking algorithms and incur various placement fees. It's not all deadweight loss (willingness to pay is itself a kind of signal, which is valuable to buyers), but it's not great. How will the nature and value of this routing change in a world of personal agents? I don't know the answer, but I think that the effects might be pretty big.
• Much of what I'm writing hinges on the assumption that personal agents will be on the consumer's side. I suspect that that will be the winning strategy, but whether it's true, and what it means to be true, involves a lot of other questions.
Taken as a whole, the market is a massively parallelized, decentralized, and highly imperfect value attribution machine, and, taking stock of all of the effects, it seems to me that the quality point may well be the biggest: that agents will change the nature of the backpropagation such that the rewards for better products increase. Maybe this is too optimistic, but I suspect (and hope) that companies that make things that they're proud of will feel that the universe is a little more partisan in their favor.
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DogeDesigner
@cb_doge · 9 окт. 2026 г.
When @Starlink helped save a woman’s life in rural Kentucky. ❤️
A woman suffered a heart attack during a school basketball tournament. The phone lines had been cut, internet service was down, and there was no cell coverage.
Staff used Starlink to contact emergency dispatch and get an ambulance to her. Without that connection, reaching cell coverage would have taken an estimated 15 to 20 minutes.
Her daughter later said “getting her medical help in time saved her life.”
Starlink is a lifesaving technology. Everyone deserves access to a connection that could save their life.
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Elon Musk
@elonmusk · 10 окт. 2026 г.
Good writer
liel leibovitz@liel· 9 окт. 2026 г.I stepped out of "Musk," an operatically stupid four-hour hit piece, admiring @elonmusk more than ever before. It's an inadvertant love song to American innovation as told by the dumb losers who build nothing and complain about everything.
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Elon Musk
@elonmusk · 10 окт. 2026 г.
Yesssss
X@X· 9 окт. 2026 г.post before you talk yourself out of it
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Aaron Levie
@levie · 10 окт. 2026 г.
Agents spawning other agents, agents operating in the background on every task, and agent swarms will consume 1,000X more tokens than people prompting agents 1 at a time.
The usage of AI as a chat system that can only work for you at the pace that you can prompt it will seem
a16z@a16z· 8 окт. 2026 г.Your next users are machines
Agents burn nearly 5x the tokens people do, up 14x in six months
Elon Musk
@elonmusk · 10 окт. 2026 г.
Yup, even more so for bandwidth.
Bits per second of SI agents will exceed that of all humans by 1000X within a few years.
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Alps
@alpaysh · 10 окт. 2026 г.
elon is the kanye of tech and SI
Elon Musk
@elonmusk · 10 окт. 2026 г.
🔥🤣
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Elon Musk
@elonmusk · 9 окт. 2026 г.
>$1000T now appears to me to be in the set of possible outcomes, whereas before I had thought it was not.
And the second derivative of that probability vs time is rising fast, albeit from a tiny base.
Elon Musk
@elonmusk · 10 окт. 2026 г.
Dollars obviously won’t be the unit of measure at that point, so what I really mean is >1 petawatt/year
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Arthur MacWaters
@ArthurMacwaters · 10 окт. 2026 г.
He did tell us the plan
Elon Musk@elonmusk· 10 окт. 2026 г.@wintonARK Revenue growth is insane. Never seen anything like it.
Elon Musk
@elonmusk · 10 окт. 2026 г.
I stole the plan from @SouthPark
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John Carmack
@ID_AA_Carmack · 10 окт. 2026 г.
Waymo and Zoox first impressions
I use self driving on my Tesla all the time, but I finally got around to trying the commercial autonomous ride hailing services this week in Las Vegas.
The biggest issue by far is the very limited pickup and dropoff points, and only having a
Elon Musk
@elonmusk · 10 окт. 2026 г.
Robot cars arguing with each other 😂
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anabology
@anabology · 7 окт. 2026 г.
TSMC's EUV machines are the sandworms, Nvidia is the Great House holding the fief, the labs are the Bene Gesserit, The Emporer is Trump
Elon Musk
@elonmusk · 10 окт. 2026 г.
SpaceX is The Spacing Guild (but nicer)
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Maye Musk
@mayemusk · 10 окт. 2026 г.
Today, @arthurwallen2 and I were driven by the CyberCab at the @Tesla Gigafactory Texas. Besides being driverless, Art was also impressed by the huge trunk.
Two highly knowledgeable and enthusiastic engineers gave us a marvelous tour of the factory, witnessing the innovation and technology that Tesla is utilizing in this state of the art location.
Thank you, @elonmusk
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Elon Musk
@elonmusk · 10 окт. 2026 г.
🇻🇪 Starlink in Venezuela! 🇻🇪
DogeDesigner@cb_doge· 9 окт. 2026 г.BREAKING: Venezuela’s telecom regulator, Conatel, has officially authorized Starlink to provide satellite internet nationwide. 🇻🇪
After June’s earthquakes damaged phone and internet networks, Starlink provided more than 1,600 kits to support rescue teams, medical staff and
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Gwynne Shotwell
@Gwynne_Shotwell · 9 окт. 2026 г.
Starlink Mobile is on a role! Thank you ANATEL and @Baigorri1984 for approving Starlink Mobile’s priority spectrum rights to serve the great people of Brazil.
David Goldman@davesgoldman· 9 окт. 2026 г.ANATEL and @Baigorri1984 just delivered for the people of Brazil. 🇧🇷🎇 Starlink Mobile will use these priority spectrum rights to make sure all Brazilians have access to high-speed mobile broadband, from small fishing villages to the remote regions of the Amazon. 🛰️🤳📶
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Elon Musk
@elonmusk · 10 окт. 2026 г.
Obviously
Elon Musk@elonmusk· 10 окт. 2026 г.@ArthurMacwaters I stole the plan from @SouthPark
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Michael Dell 🇺🇸
@MichaelDell · 9 окт. 2026 г.
I love the ambition!
Elon Musk
@elonmusk · 10 окт. 2026 г.
Compound growth is the most powerful force in the Universe
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@finallybye · 9 окт. 2026 г.
the real question is simple: why shouldn't indian consumers have the freedom to choose starlink alongside existing providers? more competition deserves a fair debate.
Elon Musk
@elonmusk · 10 окт. 2026 г.
Yeah
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a16z
@a16z · 9 окт. 2026 г.
Call center jobs grew ~4% annually for 15 years
Now they’re shrinking 4% annually
Charts of the Week: a16z.news/p/this-week-in…
Elon Musk
@elonmusk · 10 окт. 2026 г.
They will disappear fast due to SI
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Brett Winton
@wintonARK · 9 окт. 2026 г.
This is another example of how vertical integration is a superpower.
That they have internal use for the compute (and a strong balance sheet) allows SpaceXsi to take a more aggressive contracting stance on its IaaS business and ultimately command massively premium pricing
Brett Winton@wintonARK· 9 окт. 2026 г.Because of their willingness and ability to sign short term deals, enabled by the strength of their balance sheet, their relationship with nvidia, and their ability to flex supply into internal use in the event of a demand shortfall, SpaceXsi can enjoy wildly better pricing over
Elon Musk
@elonmusk · 10 окт. 2026 г.
Revenue growth is insane. Never seen anything like it.
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Crémieux
@cremieuxrecueil · 9 окт. 2026 г.
High schoolers aren't good survey respondents. They think it's funny to self-report that they're trans.
This makes estimating trans percentages very difficult.
Students who self-report being trans also often report being blind, deaf, armed, obese, 7-foot crackheads in gangs.
Elon Musk
@elonmusk · 10 окт. 2026 г.
😂
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Elon Musk
@elonmusk · 10 окт. 2026 г.
Grok @Bot can make a sim of anything
Daily Roman Updates@UpdatingOnRome· 9 окт. 2026 г.The Battle of Cannae and the double envelopment that almost destroyed Rome.
Made with @bot
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