This is the best post you’ll read today. Well said my guy.

Congratulations to the @Tesla_Semi team on engineering and, even harder, bringing to production an amazing machine!

I think anyone doing software for manufacturing will be made obsolete in less than two years. Hardware design will follow soon after but not entirely. I think the only moat left is having machines to make things and a team of intelligent people that can harness the intelligence to get the most out of them.

Our message to corporate America is simple: We’re not going to let you lay off American workers so you can replace them with cheap foreign labor. whitehouse.gov/fact-sheets/2…

These are devastating charts. Europe is cooked. The European tech industry has always lagged America’s. But AI turbocharged the gap, and it’s growing by the day. As AI starts displacing white-collar labor (in other words, as opex on token spend replaces opex on humans), a growing share of European GDP that used to get reinvested in EU economies will instead flow to US frontier labs and hyperscalers. Euros that used to go into the pockets of the continent’s top-quartile workers will instead be converted to dollars and accrue to the retained earnings of Anthropic, OpenAI, NVIDIA, Google, and Meta. For European tech companies, there’s no catching up. They’re not even playing the same game, let alone competing on the same field. US hyperscalers are projected to spend over $1 trillion on capex every year for the next three years; OpenAI and Anthropic are going to raise—and burn—hundreds of billions of dollars each. Meanwhile, the EU—with its onerous regulatory burden, high barriers to entry, weak capital markets, and entrepreneurial brain drain—has: - zero prominent frontier labs (no, Mistral doesn’t count) - no organic hyperscalers - minimal data centers construction, much of it owned by US companies simply trying to comply with EU data regulations - a startup ecosystem comparable to that of a tertiary US market, at best The continent that once gave the world steam engines, steelmaking, automobiles, synthetic fertilizer, X-rays, aspirin, nuclear fission, jet engines, and even the World Wide Web isn’t even on the map for the most disruptive technology innovation of our lifetimes. An entire continent’s economy doomed to the permanent underclass. It’s tragic. And it’s a tragedy entirely of their own making.

Strong signals from the Accurate Metals loading dock index this morning IYKYK @MatthewChang @ThaaatColin @thereforgepod

🚨DOWNTOWN UPDATE🚨 In June, Jacksonville’s newest high-rise broke ground on the Southbank. The $200 million project will feature: • 🌆 8-story tower • 🌇 25-story luxury tower • 🏠 395 apartment units • 🍽️ 4,500sf waterfront restaurant • 🛥️ 29-slip marina • 🏙️ Rooftop sky lounge 🎥: explorejacksonville (IG)

Every question you have about building a company gets answered the week you actually start one You can read about it forever, or you can and find out

Still there. Working as fast as I can. Investing in systems and infrastructure like crazy. Hiring. Glad to have more time. Frustrated when I can't get more done, more quickly.

Around 44 years old, I avoided a mid-life crisis, and finally understood why people have them. I went for things. A lot didn't work out. Some stuff did. It wasn't an issue of me sitting idly by. Life gets to push back. Anyway. Don't waste your 20's and 30's.

This is fascinating… I’m being attacked by an army of bots for simply pointing out the fact that Brightline is the deadliest train in America. This post must have gotten shared in some corner of the internet where train-loving bros hangout.

And to think there were people who underestimated @kaiarhodes and passed on @anatar Jokes on yall

Absolutely tasteful and professional answer on the labor question. The automation *is* inevitable, there is no second "temporary" alternative, and no hesitation in that certainty. 🫡🫡🫡

The business mohawk is undefeated on Wall Street. Especially when talking robots on the factory floor and the real meaning of physical AI. Check out my interview on Innovators with @MarketJane - she’s a legend! (Second image is the video)

These are a few of my favorite things...

Required at all NASA gift shops to have Made in USA merchandise.

So @kaiarhodes, this New Industrials t-shirt that you made for the D.C. event is insanely comfortable and easily the best fitting t-shirt I own. @anatar is going to win.