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Elon announced Macrohard, a joint xAI-Tesla project where Grok acts as the brain directing a real-time AI agent that can process your screen and actions live. Runs on a $650 Tesla chip. He said it can emulate entire companies. The name alone is an all-time troll of Microsoft.

309,838 görüntüleme • 6 ay önce •via X (Twitter)

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Just weeks ago I considered this to be a map of Superchargers. The foundation that made EV’s a going concern for the first time. But it’s not. These dots represent fully permitted and built power stations in an era where every AI player is trying to figure out how to get power for compute. This is the largest electrical power moat I’ve ever seen that can fully supply current and future charging needs while collecting and storing cheaper power during off-peak to supply an AI revolution. Elon doesn’t care who knows anymore. 2nd place is… crumbs. AWS was built from excess server space needed during peak demand. Now it’s bigger and more valuable than the core Amazon retail business. Tesla is about to drop a hardware smackdown right in the face of software engineers. AI prototypes are easy. Scaling is hard. If only Tesla had a factory pouring out millions of chips each year that are underutilized 95% of the time. Each with their own battery storage. Imagine that. Tesla could call them ‘cars’. And that power moat? It’s all fully upgradable. It’s primed to be tripled. Only a handful of Tesla charging stations currently have solar and/or Megapacks. For 14 years Tesla has permitted and built the gas stations of the future around the world. Everyone said it would fail. All of them were wrong. And now Tesla is in a process of creating a possible 10x value stamp on those stations that should have never been built. It makes you wonder, When a vehicle now leaves the Tesla factory; how do we even begin to calculate the economic production that it will generate during its lifetime? It’s a Robotaxi, energy storage, and a fully sealed/cooled compute processor. They may as well start shitting gold out of a tailpipe.

No Safe Words

56,754 görüntüleme • 2 ay önce

These two products have completely changed my life - Tesla and Starlink. My Tesla can take me anywhere with the press of a button. What used to be time spent focused on driving and stressed has become time I can spend talking with my family, helping my kids, answering messages, being productive, working with Grok, or simply enjoying the ride. Starlink gives me high-speed internet anywhere I am, allowing me to share my experiences, ideas, and passion for these companies with people around the world. Whether I’m on a road trip, in the mountains, or somewhere far from traditional internet service, I’m always connected. Elon has spent decades pushing toward a future that most people thought was impossible. Agree with him or not, it’s hard to deny the level of commitment, risk-taking, and execution required to build companies like Tesla, SpaceX, Starlink, xAI, 𝕏, and more all at the same time. This is why I’m comfortable putting my trust, my time, and ALL my capital behind Elon and the team… I know where these companies are headed from using the products day in and day out extensively. When I look at Tesla, I don’t just see a car company. When I look at Starlink, I don’t just see an internet provider. Others may. Not me though… I see the foundation of technologies that will positively impact billions of people, our kids, and the next generations over the coming decades. These two companies combined is a $100 trillion opportunity in the making… sounds crazy today to many, but u bet it won’t in the future.

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11,431 görüntüleme • 3 ay önce