I’ve been building with Grok 4.7 extra high in Grok Build today for hours. It’s fantastic and my usage percent (Cursor Ultra) is barely moving. Getting so much done. While Build works on one thing, I discuss the next feature/change with my Grok Bot team and have Engineer Bot explain our conclusion so I can give that to Build. At the start of the day I had 4.7 do a full code review in Cursor, then had Fable 5.1 review the review and it largely agreed with only a slight change in priorities.

Have you noticed the media overusing the term "far right" for Republicans (and conservatives in other countries) But wondered why they rarely use the term "far left" to describe Democrats? Here's the past 5 years of Google News trends. You don't hate the media enough.

Grok Bot is the closest I’ve felt to the Singularity. 🤯 starts at ¶ 7. Start using it. Think about what you can do with this new superpower. You can have 5 very smart people with special skills, working for you. What would you build? Be creative. Think big. It costs less than one minimum wage worker. Thailand minimum wage. 🤯: In 2027 it will cost less and you’ll get 50 workers who are smarter and more capable. In 2028 it will cost even less, with 1000 even smarter workers, with even more skills. It will keep getting better. What will you build?

Chamath says all the AI companies will compete on all fronts. He's wrong. The model companies are way behind on chips and data centers. Models are an intensively competitive business with questionable moats and software itself is not supply constrained. Margins will be hard to sustain. Chips, hardware and hyperscalers are competitive, but demand is growing faster than supply from the bottom of the supply chain all the way up through compute. 3 companies have a huge advantage over all the rest: Nvidia - the 800 pound gorilla of chips with a growing presence in open source models. Biggest thing everyone missed - Nvidia grew its market share. 👀 Google - The biggest hyperscaler with the biggest history of custom hardware TPUs etc., a frontier model, a massive customer base and monster data flywheels. SpaceX - Fast growing cost efficient hyperscaler with a frontier model, super fast innovation, reasonable customer base (X, Cursor), the best path to long term AI compute beyond Earth, and soon to have its own fab They won't be the only winners but they are the most likely to win big.

Ripping the bandaid off. We closed Casual Dress Co-Working Cafe. We executed poorly on marketing, mainly due to distractions. Good learning experience. We now have great coffee and tea machines at home and are moving my gym equipment home today.

Google so desperate to attack Trump On a search for "wisconsin primary" they serve a headline about "Trump-backed" candidate losing a Minnesota primary. Also, none of the Wisconsin headlines say "DSA-backed candidate loses"

The Wall Street Journal reports that the merger of SpaceX and Tesla will be named xlax According to inside sources familiar with the matter, the manner was derived as follows: x for SpaceX la for Tesla x for xAI and X

Cost of living in Thailand is higher than you've heard. Tariffs and other trade barriers are high. Japanese chain stores like Don Quixote (Donki), Daiso or Uniqlo, are more expensive than in Japan. Toyota's popular Alphard van is 4 million baht in Thailand, more than 2X the Japan price.

As an investor it's important to listen to critics of the companies you invest in. @AsianDadEnergy did this video on $NVDA I watched it. Not persuaded. But if you're an Nvidia investor, it's worth a look.

My sense from X, even before this poll, is that most Micron investors do not know that it is the 3rd largest maker of HBM memory chips for AI compute. SK Hynix has 56% market share of HBM. Samsung is #2#. Both are investing massively into new fabs with support from the Korean government.