Industry-standard GPU lead time in 2026: 36–52 weeks. CoWoS packaging and HBM supply are fully allocated through 2027. Aethir enterprise provisioning: 48 hours for selected GPU types, from distributed capacity that already exists across 94 countries. The shortage is real. The queue is optional.

Data center demand growing 3.5x by 2030. GPU lead times at 36–52 weeks. Grid connections taking 4–7 years. Sachin Hindupur from @AMD on the infrastructure wall AI is about to hit and what it takes to produce more with the same or less.

Here’s the full interview of @elonmusk with Ron Baron 0:13 - Exciting times ahead 0:21 - First principles and TerraFab 2:18 - Chip fabs geopolitical risk 5:51 - Terawatt scale ambition 6:14 - Trillion dollar phased build 7:36 - Why others don’t improve 7:49 - Austin research fab iteration 10:49 - Culture of speed and ideas 13:48 - Walking the floor hands-on 15:39 - Data centers pitchforks 16:44 - OpenAI origins Anthropic 18:09 - Building data centers fast 20:01 - Revenue exploding Jose meme 23:16 - Model Y best in China 23:28 - China ownership exception 24:50 - ARR to five hundred billion 27:45 - Digital AI economy boost 28:21 - Robotics five times productivity 30:10 - Rent robots not sell 30:41 - Memphis community benefits 32:55 - Data centers in space 33:35 - StarMind and space power 36:26 - Cost to orbit history 36:52 - Falcon nine reusability limits 39:09 - Hourly launches Starship size 40:25 - Chopsticks and heat shield 44:30 - Starship unlocks Starlink 46:49 - Agentic traffic thousand times 48:09 - Starlink V3 bandwidth explosion 51:26 - Spectrum and telcos 52:43 - Satellite replacement cycle 53:17 - Laser links hundred times 53:55 - Competing with China power 55:37 - Space intelligence advantage 57:19 - Demand from superintelligence 58:02 - Universal high income future 1:00:43 - Legacy contribution

Today on MCG🚨 @RobinhoodCrypto Quarterly Ecosystem Analysis w/@dimes_xyz Highlights Include: 00:35 - So back to so over in 24 hours 02:45 - Bitcoin down 7% while Intel drops 30% 05:55 - Robinhood Chain launch sparked risk on season 07:21 - Narrative is capital thesis 09:55 - Capital follows attention dynamic 11:19 - Build a better trenches for normies 13:43 - Where's @RobinhoodCrypto Headed?(Earnings Takeaways) 16:16 - @vladtenev pitched meme stock pairs 17:20 - Listings and posts came right after earnings 19:15 - Slower because Robinhood is a regulated broker 20:33 - @ponsdotfamily wallet integration and wallet may become the main app 24:41 - About access and not safety 26:53 - Guarantees Robinhood is watching FOMO 31:48 - Fractional chief of staff for chain projects 34:40 - Chain trading down 97% since September 36:11 - Outside US can self custody tokenized stocks 36:52 - Round trip proves the liquidity is there

Agents Will Run Their Own Businesses: Inside Laso, agent payment cards, and Agent Commerce Shoal Signal with @huntermmonk, Founder at @lasofinance, hosted by @zaddycoin We cover how Laso gives agents their own one-time-use cards to spend anywhere with no KYC, why self-sovereign spending is the through-line, where x402, @PayWithLocus and Policy stack fit, why the real prize is agents starting their own businesses rather than shopping for you, and the AGI risk that could make frictionless agent payments unnecessary. 0:00 Intro and what Laso builds 2:35 Why one-time-use cards work 3:58 Self-sovereign spending and privacy 5:43 What agents actually buy 7:35 Agents running their own businesses 8:26 How an agent gets a card 11:49 x402, Locus, and Policy 15:43 Reading radio ads on TV 17:47 Markets two through twenty 24:09 Rethinking agent to agent commerce 29:50 What people get wrong 36:52 The AGI risk to Laso 43:48 Defensibility and the risks 45:40 The agent bank account coming 47:27 Betting on agent entrepreneurship 49:02 Closing alpha