Happy to announce my partnership with CYBRBEATZ. Merch is coming soon, as well as a discount code to subscribe to new lightshows. Use code: SMOKEHBEAR for 20% off subscriptions. You can find links to my friends and partners on my site homepage. Happy Saturday all! 🧡

🎂💖 HAPPY 2ND BIRTHDAY TO MY PRECIOUS DAUGHTER AND MY FIRST FRUIT🎉👑 Today, we celebrate 2 beautiful years of your life, my little princess. 🥹❤️ You have brought so much joy, laughter, and love into our lives, and watching you grow has been one of our greatest blessings. 🙏 My prayer for you: May God continue to protect you, guide your steps, and surround you with His grace. May you grow in wisdom, good health, favour, and understanding. May your life be filled with happiness, peace, and greatness. May you never lack love, and may you become a source of pride and joy to us and to everyone around you. As you turn 2, may God’s light shine upon you and may His hands remain upon you all the days of your life. You will live long, fulfill your destiny, and become everything God has created you to be. ❤️🙏 Happy 2nd birthday, my little angel. Daddy loves you more than words can explain. 👑❤️🎂 Happy Birthday, Princess! 🥳🎉

While traveling to the Michigan 250th anniversary light show, I witnessed and avoided a collision at an off/on ramp. I was getting ready to merge into the ramp lane when FSD hesitated. I almost tapped the accelerator to get Terry to keep moving because I didn’t see any reason to wait. I decided in that second to just let the car do its thing. A Suburban then came barreling through and struck the truck that was in front of me and then took off. Thanks to my @tesla I was able to provide both the victim and police with video footage.

My favorite part about writing is that first spark of an idea. It can happen at any time, for any reason. The idea for the Opalite music video crash landed into my imagination when I was doing promo for The Life of a Showgirl. I was a guest on one of my favorite shows, @TheGNShow. For those of you who aren’t familiar, it’s a UK late night show where Graham Norton (the insanely charismatic and lovable host) invites a random group of actors, entertainers, musicians, etc to be on his show and we all sit there and chat like it’s a dinner party. They even serve wine. Anyway. I remember thinking I got ridiculously lucky with the group I was paired with. Cillian Murphy, Domhnall Gleeson, Greta Lee, Jodie Turner-Smith, and @LewisCapaldi. All people whose work I’ve admired from afar. When we were all talking during the broadcast, Domhnall made a light hearted joke about wanting to be in one of my music videos. He’s Irish! He was joking! Except that in that moment during the interview, I was instantly struck with an *idea*. And so a week later he received an email script I’d written for the Opalite video, where he was playing the starring role. I had this thought that it would be wild if all of our fellow guests on the Graham Norton show that night, including Graham himself, could be a part of it too. Like a school group project but for adults and it isn’t mandatory. To my delight, everyone from the show made the effort to time travel back to the 90’s with us and help with this video. You might even recognize some friendly faces from The Eras Tour. I got to work with one of my favorite people in the world, Rodrigo Prieto, again! I had more fun than I ever imagined - Made new friends, metaphors, and fashion choices. It was an absolute thrill to create this story and these characters. Shot on film. The Opalite video is out now on Spotify & Apple Music.

A framework to understand how value accrues across the AI stack. This is a blueprint for understanding what builds AI into its pragmatic parts: what each layer is, where it ends, and where value is accrued. So here’s how you can think about it: 1. Layer 1 - Infrastructure Before any AI model trains or any robot moves, an industrial foundation must exist. Land, energy grids, cooling systems, critical minerals, and fabrication facilities. Infrastructure is the constraint that all the other layers depend on. 2. Layer 2 - Chips Transistors that are etched onto silicon wafers using extreme ultraviolet light. This is what allows both physical and digital AI to take an input, process it, and return a predictive output. The more transistors that fit on a chip, the more computation it can perform. 3. Layer 3 - Data Both digital and physical models train on data. Digital models train on text, code, and images; physical models train on gravity, friction, depth, and sensor streams. The more accurate the data, the more accurate the output. 4. Layer 4 - Models A model is a system that learns from examples. Feed it enough examples of inputs paired with correct outputs, and it adjusts its internal structure until it can predict correct outputs on inputs it has never seen before. LLMs represent a specific class trained on text. They learn by processing billions of examples of human language, developing the ability to write, reason, summarize, and generate code. 5. Layer 5 - Execution This is what lets models take actions on behalf of users. The execution layer lets models pursue objectives through sequential action: observing the environment, reasoning about the next step, acting, and looping until the goal is reached. 6. Layer 6 - Application All of the AI Stack’s revenue originates at the application layer, then goes to the layers below. Every dollar paid for AI is paid for an outcome, a task completed, and an answer delivered. Nobody wants H100s for their own sake. They want H100s because someone, somewhere, wants to run an application. These are the different layers that make up the entire ecosystem of AI. We did a full study on the AI stack. If you want to read about it, head over to my Substack (