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“The only job left is to understand what you don't like, put it into words, and tell the AI.” Here’s my new episode with @jxnlco (DevEx at OpenAI) where he showed me how he uses Codex throughout his workday, including how to: → Set up a chief of staff for Slack and email → Turn past sessions into new AI skills → Give long-running projects verifiable goals Some example Codex use cases from Jason: “I want you to read the past week of Slack messages I’ve written and make a skill to figure out how to talk like me.” “Turn this thread into a heartbeat. I want you to check my emails, my Slack, my Linear, and tell me what I need to prioritize.” “Codex can find a booking ticket and check into the flight for me and text me the boarding pass to my phone.” Jason wrote the official OpenAI handbook on how to get the most out of Codex, so don’t miss this episode. 📌 Watch now: Thanks to our sponsors: @RiversidedotFM: All-in-one AI studio for podcasts and video Google AI Studio: Build apps with Nano Banana, and more

The Smithsonian National Museum actually classified a lot more as “White Supremacy” than was brought up in the recent House Oversight Hearing According to the Smithsonian, all these things are white supremacy: - Christianity - The nuclear family - Children having their own rooms - Husband is breadwinner and head of household - Wife as a homemaker or subordinate to the husband - Self-reliance - Independence - Individuals assumed to be in control of their environment • Children should have own rooms, be independent - Objective, rational linear thinking - Cause and effect relationships - Quantitative emphasis - Our entire history is white supremacy - Hard work is the key to success - Work before play - “If you didn’t meet your goals, you didn’t work hard enough” mentality - Justice system - Celebrating holidays like Christmas - Protecting private property - Making decisions - Avoiding conflict - Being polite All this is “White Supremacy

Q2 Shareholder Update → Highlights – Cybercab began production at Gigafactory Texas – Tesla Semi remains on track for volume production this year at our new factory in Nevada – Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase) – Megafactory Texas is nearing completion (start of production planned for this year) – More customers are now opting to subscribe to FSD at the time of vehicle purchase! – Robotaxi rollout continued in the US. Now live in 7 major metros – Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation. We’ve never been more optimistic about the future. Automotive – Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania – We launched the Model YL in the US in July and have seen a positive response from customers Energy generation and storage – Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production – On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas – Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit Robotics – Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon – The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development – Additionally, we continued site development at Gigafactory Texas with building construction now in full swing AI Training Compute – More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026 – Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year Battery – Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products – Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y Other Supporting Infrastructure – Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year AI Software – Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness AI Inference Compute – Making progress on construction & equipment procurement for our semiconductor fab in Austin Automotive and Other Software – Rolled out Summer Release: Self-Driving stats are now available in the mobile app Grok can make phone calls, search & play music, and adjust climate controls, among other things Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule Robotaxi – Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet – Began offering employee rides in Cybercabs on our GFTX campus in July – Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training – Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July FSD Supervised – Record net new subscriptions in Q2 – Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions – Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July

🚀 Today we're launching agentic triage in @roboto_ai. Roboto Agents can now review every robot log the moment it arrives and open labeled issues in #Jira#, #Linear# or #GitLab# with supporting evidence attached. It’s the first line of defense that every #robotics# team needs. Failure modes and anomalies are detected automatically. The runs that warrant escalation get surfaced. You can spend more time improving your system instead of debugging the same issue for the fifth time. Robotics teams often underestimate how high the support burden will be once they start putting robots into the field. A robot that's 99% reliable sounds great until you deploy 100 of them. Suddenly you're dealing with failures every day. The statistics catch up quickly. Tomorrow’s issues are already sitting in today’s logs - but nobody has time to review them. So you wait for a customer to complain instead. That’s a huge business risk. Agentic triage gives you the tools to find issues before your customers do. We’ve been testing this with select engineering and field support teams collecting #ROS# bags, #MCAP# and #PX4# ULG files over the past few months. They think it rocks, and they’ve discovered and fixed some surprising issues before anyone noticed. Today is day 2 of #AgentWeek#, and it's live now. If you want to try agentic triage on your own data, reach out or check out our blog post below. #PhysicalAI# #Triage# #Agents# @OpenRoboticsOrg @PX4Autopilot @NVIDIARobotics

Smithsonian's "white supremacy" list: ✅ individualism, self-reliance ✅ nuclear family structures ✅ rational, linear thinking ✅ work before you play ✅ plan for the future ✅ protect property ✅ avoid conflicts ✅ manage time ✅ be polite