Ali Khan
@khan-ali.bsky.social
Reposted by Ali Khan
What the headlines didn’t say was that Q4 2025 sales outside of China were mostly made up by the new “cheapo” Model Y Standard, which starts at $39,990 in the US, but lists as low as $34,663 in Korea (implying $8,000 in losses after shipping fees).
Tesla's Q4 is Way Worse Than the Headlines
Tesla rammed through tons of cheap Model Ys in Asia and Europe during the last 2 months of 2025. Profit margins in Q4 2025 and this year should be razor-thin to negative.
open.substack.com
January 5, 2026 at 8:04 AM
What the headlines didn’t say was that Q4 2025 sales outside of China were mostly made up by the new “cheapo” Model Y Standard, which starts at $39,990 in the US, but lists as low as $34,663 in Korea (implying $8,000 in losses after shipping fees).
Excellent read. Vibe coding is the logical terminus of a 40-year abstraction journey:
- OOP: Reality → Logic (Structure)
- No-Code: Logic → Components (Interface)
- Vibe-Code: Components → Intent (Context)
- OOP: Reality → Logic (Structure)
- No-Code: Logic → Components (Interface)
- Vibe-Code: Components → Intent (Context)
January 2, 2026 at 1:03 AM
Excellent read. Vibe coding is the logical terminus of a 40-year abstraction journey:
- OOP: Reality → Logic (Structure)
- No-Code: Logic → Components (Interface)
- Vibe-Code: Components → Intent (Context)
- OOP: Reality → Logic (Structure)
- No-Code: Logic → Components (Interface)
- Vibe-Code: Components → Intent (Context)
Do first. Learn later.
December 31, 2025 at 4:08 AM
Do first. Learn later.
#booksread is a vanity metric.
What matters is whether reading changed the way 'attention' works.
Notes from a year-long reading experiment: on dopamine, book selection, retention, and why consistency is overrated.
open.substack.com/pub/alisdisp...
What matters is whether reading changed the way 'attention' works.
Notes from a year-long reading experiment: on dopamine, book selection, retention, and why consistency is overrated.
open.substack.com/pub/alisdisp...
2025 - A Year in Reading
The Experiment, Not the Count
open.substack.com
December 30, 2025 at 12:13 PM
#booksread is a vanity metric.
What matters is whether reading changed the way 'attention' works.
Notes from a year-long reading experiment: on dopamine, book selection, retention, and why consistency is overrated.
open.substack.com/pub/alisdisp...
What matters is whether reading changed the way 'attention' works.
Notes from a year-long reading experiment: on dopamine, book selection, retention, and why consistency is overrated.
open.substack.com/pub/alisdisp...
If you still need convincing to dip feet into vibe coding, Gene Kim did an excellent value proposition slide
December 30, 2025 at 5:43 AM
If you still need convincing to dip feet into vibe coding, Gene Kim did an excellent value proposition slide
Reposted by Ali Khan
Savvy countries will discover there’s a way to mitigate the harm incurred by Trump’s tariffs—and it’ll boost their own economies while making goods cheaper too. www.wired.com/story/us-tra...
US Trade Dominance Will Soon Begin to Crack
Savvy countries will discover there’s a way to mitigate the harm incurred by Trump’s tariffs—and it’ll boost their own economies while making goods cheaper too.
www.wired.com
December 26, 2025 at 11:35 AM
Savvy countries will discover there’s a way to mitigate the harm incurred by Trump’s tariffs—and it’ll boost their own economies while making goods cheaper too. www.wired.com/story/us-tra...