Masayoshi Son has been right twice in a way that changed the world and he is making the same call again (Save this). Alibaba, $20 million in 2000 turned into $130 billion. ARM, bought for $32 billion in 2016 when the market thought it was a smartphone chip business, now the architecture underneath every major AI chip being built today. Now he is saying AI is 50 times bigger than the dot-com era and he is not concerned about corrections. He says if there is one, that is the best buying opportunity of the decade. When asked where the next trillion-dollar company comes from, he says it's in physical AI and in robotics. Masa has spent three years assembling every piece of the stack required to own this category. SoftBank holds 90% of ARM, the architecture inside every major AI chip deployed globally today, including Nvidia's Vera CPU, Amazon Graviton, Google Axion, and Microsoft Cobalt. Every robot running edge inference will almost certainly run on ARM. SoftBank completed a $40 billion investment into OpenAI in late 2025, making it the largest external backer of the company building the cognitive layer that physical robots will run on. In October 2025, SoftBank acquired ABB Robotics for $5.4 billion, one of the most mature industrial robot manufacturers in the world, deployed across thousands of factories globally. SoftBank then created Roze AI, consolidating its robotics investments with a target $100 billion IPO already in process with Goldman Sachs, JPMorgan, and Morgan Stanley as underwriters. The market is beginning to confirm the thesis. The humanoid robot market was roughly $3 billion in 2025 and Barclays projects it reaches $200 billion by 2035 at a 48% compound annual growth rate. SoftBank is the most complete expression of the physical AI thesis available in public markets today, ARM for the chip royalties, OpenAI for the cognitive layer, ABB for manufacturing, Roze AI for the robotics platform, and Stargate for the compute infrastructure underneath all of it. Son has not just identified the next wave and has built the stack to own it before the market agrees with him. Come join Milk Road Pro and get our full physical AI breakdown which names we're watching across the robotics stack and our full AI thesis. Link below

I knew I did my best to qualify for the Original Content Rewards Program. I felt my rejection was a mistake, but left open the possibility that I was ineligible for an unknown reason. Now that I've seen who has gotten in, I'm confident I should've been accepted. I’m concerned X is playing favorites rather than using consistent standards in their review process. I'm not sure why I didn't make the cut: - I got over 500 million impressions in the past year. - I added original commentary to every post since the new guidelines were released. - I never copy content from other accounts. If this rejection is not reversed by Tuesday, I'll be exploring other options. I refuse to go pedal to the metal only to get rejected once again in a month. "Fool me once, shame on you; fool me twice, shame on me." Please fix this or respond @XCreators @allegrajacchia @myleswagner.

Dutch protest singer Sophie Straat has sparked controversy after twice telling "all white men" to move to the back of the crowd during her performances. At the Best Kept Secret Festival in the Netherlands last month, Straat asked "all white men" to step back so that a mosh pit could be reserved for women, queer people and people of color. She repeated the same call this week during her performance at the Ghent Festival (Gentse Feesten) in Belgium, again asking white men to move aside to create a temporary mosh pit for those groups. She also urged the audience to "put yourselves in other people's shoes more often," saying the aim was to create space for people who often feel excluded or unsafe in mosh pits. The remarks triggered hundreds of complaints in the Netherlands and nearly 200 complaints in Belgium, with critics arguing that the comments targeted people on the basis of race and sex. Belgium's anti-discrimination body Unia and the Dutch discrimination reporting center concluded they would not pursue the matter, saying there was no evidence that white men were actually excluded from the concerts and that the remarks were made in the context of an artistic and political performance. Meanwhile, the Dutch Public Prosecution Service is reviewing multiple criminal complaints over Straat's remarks at Best Kept Secret and has said it has not yet determined whether any criminal offense was committed.

What happened in Algeria vs Austria today was absolute madness. Austria took the lead twice, and Algeria fought back twice to make it 2-2. Heading into stoppage time, both teams were going through. Then, in the 93rd minute, Riyad Mahrez scored what looked like the winner for Algeria 3-2. That goal completely flipped the group. Algeria moved into second, Austria dropped out, and for a few minutes Iran were heading to the knockout stage as one of the best third-placed teams. Imagine that… After the heartbreak against Egypt, where they thought they’d won it at the death only for the goal to be ruled out, Iran had another taste of qualification. This time, they were actually through… for about three minutes. Then came one final twist. With virtually the last kick of the game, Austria found an equaliser in the 96th minute to make it 3-3. Suddenly, Austria were back in second. Iran were out again. And Algeria, despite conceding so late, still qualified as one of the best third-placed teams. As an Algerian, I can’t even lie… when Austria scored, I celebrated. We avoided Spain and Lamine Yamal, got Switzerland instead, and still made it through to the knockout stage. Football is an unbelievable sport. Congratulations, Algeria. 🇩🇿💚

A good question to ask yourself is "what would happen this year if you were both the luckiest and best person in the world at what you do" A friend asked me this and it hit, cause as much as i like my private equity job, well, even if i originate a deal myself, work twice as much as my colleagues, and it ends up making my fund $20M, well my total comp for the year will just be +$50k Sure it's not bad and i'm already extremely lucky with what i earn etc, but when you're a really ambitious guy there is sth mentally draining about knowing that even if you're insanely good, get insanely lucky and basically everything goes your way, nothing THAT crazy can actually happen to you Cause you can't dream. You don't really have this little thing in the back of your head going "what if this year?" "what if this week?" "what if this goes well?" It's why i just love this twitter game. I can spend 30 mins writing sth, worst case it gets 8 likes and i forget about it, but there is always this tiny chance i wake up and it did 2m views, some random insane person dm'd me, i meet someone interesting, get pulled into a business opportunity, whatever And then i can just take another shot tomorrow. then another one the day after Not saying everyone should become a founder / creator either, obviously the reason jobs like mine are so good is you get a pretty absurd floor and barely any downside But increasingly think very ambitious people need at least one thing in their life where, if they get exceptionally good + exceptionally lucky, something genuinely disproportionate can happen to them

Siemens CEO Roland Busch says AI has a property that makes it unusable in his industry: ask it the same question twice and you get two different answers. "We are living in a world where failure is not an option." "You cannot launch a design of a car or a product, manufacture it, send it to the field and find out it doesn't work. This is not an option. It costs you so much money." "So each step from design to production, again to operation, has to be deterministic," he says, and has to meet safety and security requirements to the highest standard. "And think about it. When you ask AI a question today, the same question, you get different answers." "So this is not an option. You need an harness." His answer is that the deployable unit is not the model, but what you build around it: "You need domain know-how. You need a lot of data. And you need to have a kind of embedded harnesses which make sure that your models don't go off-road." He gives the example of uploading your product designs and asking AI for a new version. "You will get one. But eventually it will not work." His fix is a system that holds the contextualized data, plus physics-based simulation that "gives you always the boundaries. It works in the real world or it doesn't." He names Siemens' own Teamcenter as that system, and calls this "where I believe the monetization will take place" - his commercial bet, not a finding. When a wrong answer becomes a physical object, what matters is not the model's best answer but what constrains its worst one. - Roland Busch (@BuschRo), President and CEO of Siemens AG (@Siemens), with Marc Benioff at Dreamforce 2026.

Becoming a pilot nearly killed me, twice. It also saved my life. Fifteen years ago, my world was upside down. I was in founder mode building a company, raising three young kids, navigating a struggling relationship, leaving my religion, inflamed, sleep deprived, fatigued, and fighting chronic depression. Driving home from work one day, I saw a sign inviting prospective students to take a discovery flight. I thought this flight might occupy my mind, giving me an hour of desperately needed relief. Thirty minutes after arriving at the airfield, the instructor and I were seated in a Cessna 172. The instructor told me to take the controls and explained the departure procedure. Caught off guard, I suggested it would be better if I just observed. He insisted I take the controls, reassuring me that his hands would be on the dual controls at all times so not to worry. Reluctantly, I took the controls. We radioed our departure to the local airspace, lined up, and accelerated down the runway. At 63 mph, I pulled back the controls to raise the nose, and up we went. All of my life’s pain disappeared as I became absorbed in managing the throttle, pitch, heading, radio, traffic surveillance, and my instrument panel. I was mesmerized. I earned my pilot’s license two months later and bought my first airplane, a Bonanza A36. It could fly faster, further and have more passengers than my trainer airplane. I made myself a promise to never fly alone, and hired a full-time co-pilot. General aviation accident rates are nearly 10x higher than commercial airlines. I began flying myself everywhere across the country. For business: Austin, NYC, and Omaha. For family trips: Niagara Falls, Mount Rushmore, Bahamas, and later, with a longer range airplane, we flew to Europe via Canada, Greenland, Iceland, Scotland, London, Paris and Rome. In my first year of flying, I nearly died twice. I had hired a co-pilot for my safety, and ironically both incidents resulted from his errors. However, the worst mistake was my failure to recognize the bigger pattern: despite my co-pilot having logged over 1,000 flying hours, nearly all of the hours were “in the pattern”, meaning instruction time around the airport and not “in the wild” (out in high stress, cross country operations with severe weather). Lesson learned. After these two near-death experiences, I decided that I’d need to either stop flying or get a jet. A jet would give me engine redundancy and the capability to cruise above weather systems rather than through them. The Bonanza had a ceiling of 14,000 (before I needed to supplement oxygen), where a jet could fly in the 30,000’s and 40,000s, above weather. A jet would also allow us to always fly with the assistance of air traffic control in controlled airspace versus in un-cleared VFR (visual flight rules) flight. I purchased a small jet, a Citation Mustang, and completed my type rating (licensed to fly the airplane). It was a steep learning curve. Jet speed is different from small airplane speed. Everything happened faster, the airplane was more complicated, and multi-engine dynamics were a big step up. It was exhilarating. Part II In an unexpected twist, learning to fly brought me back from the depressive dead. When I started flight instruction, my personal life was a mess. The most irritating part of my existence was that every day, around 7pm, just after putting the kids down, I’d overeat. I tried everything to stop myself but nothing would work. My willpower at that time of day from the stress and strain of life was zero and I was powerless against the chemicals in my body that demanded this daily self-destruction ritual. My pants were too tight and I couldn’t button the top button. It drove me insane. But I refused to concede and buy a bigger pair. I turned to my pilot training to help me design a solution: I needed structured operations for my food consumption and self control. Aviation is substantially more safe than driving because it operates on structured protocols, checklists, and active risk management. Safety and performance are a system. You don’t just get into an airplane and wing it. Before every flight, there is a pre-check routine where you thoroughly inspect the airplane, ensuring everything is in flight-ready condition. There are other checklists for starting the airplane, taxing, taking off, cruise, descent and landing. There is a manual beneath your seat with a written protocol for anything that could go wrong with the airplane. You are required to memorize and execute procedures flawlessly under pressure. Aviation culture assumes human fallibility and designs systems to overcome those limitations and liabilities. As I was learning this new way of thinking and operating, I wondered if these new autonomous systems would map to my personal life. I was in desperate need of help and nothing I had tried was working. It was clear that Evening Bryan, the version of me who took control of my body at 7 pm, was no match for the stress and weight of the day. He wasn’t a bad guy, he just wasn’t equal to the responsibility of withstanding that tension. It was a system error to ask him to operate Evening Bryan under his duress. I put Morning Bryan in charge instead and he made an operational guide for all other Bryans to follow. Morning Bryan is my best Bryan. He’s responsible, motivated, high on will power, and thinks long term. He created a checklist that required all Bryan’s to be finished eating by 5 pm. No matter what, no more food after 5 pm. That was when the danger zone started. There wouldn’t be any exceptions, ever. This worked. It was challenging for the first few days but it quickly generated it’s own momentum. I started sleeping better, losing weight, and feeling less fatigued. That simple trick fixed years of mayhem that had been unfixable. With that success behind me, I expanded the protocols to include food types, amounts and timing. In retrospect, after a few months of this new system, it seemed weird that I previously winged it daily, stumbling from meal to meal. I felt like I got back 40% of my total energy capacity that was being spent thinking about, planning, debating, and regretting my food consumption. My life today basically runs like an airplane. Part III Aviation culture then jumped into other areas of my life. I’d started a new company, Kernel, to build a non-invasive brain interface to merge human cognition with AI. I’d been thinking about what mathematician Alfred North Whitehead observed: "Civilization advances by extending the number of important operations which we can perform without thinking about them." Society is on a continuous curve of increased automation. We solve one layer and step up on the next. This is how we scaffold progress. Clean water infrastructure, power grids, washing machines, dishwashers, and are examples of automating tasks that previously took hours. It was the mashup of aviation culture, Kernel, AI and automation that got me imagining building my Autonomous Self. An automated system that keeps me in pristine physical condition, youthful vibrancy and peak performance. A system that would allow me to not die. Don’t Die was born. For the past five years, I’ve been engineering the v1 human prototype for Don’t Die: an autonomous system built to preserve and protect life. It accounts for biological fallibility, offloading human limits to deterministic protocols. As we integrate deeply with AI, stepping up through layer by layer physiological automation will allow us to navigate frontiers previously unimagined. Immortalism is the corresponding philosophy that honors existence as our species' highest value and pursues that objective through quantitative and mathematical means. I never would have guessed that a discovery flight would have flown me in this direction.