The real genius of the Loop is that it’s true point-to-point. You can enter at any station and go directly to any other station. No transfers. No fixed routes. No stops. The number of stations between you and your destination is irrelevant. That’s a fundamentally different model from trains or buses.

You guys aren’t applying fast enough so I’ve decided to grow my own TBM engineers. Read count for this page on how TBMs work is approaching triple digit territory. Hiring all Roles — from Welders to Electrical and SW engineers. DM me or apply online:

Vegas loop point-to-point transport is so efficient that time to enter the vehicles is a significant percentage of the overall time people spend in the system. Just having people keep the doors open when they leave the car adds about 15% extra throughput to the system.

Right now, only a small percentage of the Vegas loop is open and we already do about 40,000 passengers a day on a busy convention day, which is more than the majority of light rail systems in the US.  In a few months we will open the airport connector tunnels, which are two of the longest transportation tunnels built in the US in the last 25 years, and we believe ridership will 3x-4x as a result. At that point Vegas loop would be in the top 10 of public transportation systems in the US based on ridership (and on its way to top 3 or 4 as we open more and more of the system).

Watching the starship launch with my kids on the couch while simultaneously watching a sky crane dropping HVAC systems onto the new starlink facilities out my living room window is surreal. What a time to be alive.

$GOOG Alphabet's earnings are out. On the $200B capex guide, 82% cloud growth, the first negative free-cash-flow quarter since going public, and how depreciation is handled — plus which AI hardware companies this capex curve is actually paying. Alphabet Q2 2026, examined:

Bought some SK hynix. $SKHY My reasoning: all three major memory makers are pouring capex into HBM back-end capacity — but none of them is expanding DRAM front-end wafer capacity anywhere near as fast. HBM eats a huge amount of DRAM wafers. So in theory, even two or three years out, the DRAM supply-demand imbalance gets worse, not better. The more wafers get diverted to HBM, the fewer are left to produce conventional DRAM for everything else. And a single AI server needs a massive amount of HBM. HBM is the key bottleneck for token output speed on inference chips. It's not just NVIDIA — AMD, Google, and every big player building inference silicon is scrambling to secure supply. Full deep-dive here: