Corrections

Corrections

A public log of every updated note on a published piece: the date, a link to the article, and a one-line description. Descriptions do not repeat numbers from removed valuation content.

  1. · The Tesla Semi thesis, written March 22, 2023

    We added a November 2026 look-back on the paper's claims, and footnotes flagging errors in the 2023 text.

  2. · The Starlink operations thesis, written May 18, 2022

    We added a November 2026 look-back on the presentation's claims, and footnotes flagging errors in the 2022 text.

  3. · Tesla and the Real-World AI, Energy, and Autonomy Stack

    We removed a hypothetical scenario index and a valuation scenario table to keep valuation estimates off this site.

  4. · From Chatbot to Teammate: What a Small AI Team Can Actually Do in 2026

    We corrected two sentences that had treated the August 11, 2026 "in beta" line as current product status. The official product page now says "Grok Bot is out of beta," after the Grok Bot 1.0 launch. The August 11 introduction post still contains the original "in beta" line.

  5. · From Chatbot to Teammate: What a Small AI Team Can Actually Do in 2026

    We revised one sentence in "What did we adopt, and why?" to match how we now publish. Posts in a person's name go out under their standing approval, rather than as drafts they send themselves.

  6. · Eli Lilly and the GLP-1 Platform Compounding Machine

    Removed a P/E scenario chart that read as an implied valuation range; a dated historical multiple is kept as a fact.

  7. · Bloom Energy and the AI Power Bottleneck

    We removed three scenario tables of revenue and market-share ranges to keep our own forecasts off this site.

  8. · Amazon and the Agentic Commerce Layer

    We removed a valuation scenario table and chart to keep valuation estimates off this site.

Disclaimer

This material is for education and entertainment only. It is not financial advice. Opinions are our own and should be verified independently. Mentioning others' views is not an endorsement.

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