The kids continue to roll more incredible covers. Amazing talent🌹

Begin looking at the spaces between the things your are most focused on Then you begin to get connected. You will then be in the know. 🌹

₿itcoin hard at work.

Trump and Musk meet in person for the first time since May last night. Tesla share price up $17.28 this morning.

Do you know why the Oracle share price exploded with their earnings report last week? This is why: Agents require constant streams of inference compute. They don’t pause; they act. And as they act, they multiply the demand for capacity. This is why Oracle’s backlog ballooned. It isn’t just about serving queries. It is about building the infrastructure for a future where AI agents orchestrate entire workflows. I will bet that within the next decade, GDP will be thrown out as a measurement as the digital economy accelerates and calls for a new index grow due to the continued rise in inequality. Oracle’s earnings are the canary in the coal mine or, more accurately, the thunderclap that should wake people up. Inference is the bottleneck. Enterprise adoption is accelerating. AI agents are coming. And hyperscalers are about to print massive cloud growth. Behind that are autonomous vehicles, flying taxis, and humanoids. Oracle’s quarter is not an isolated event. It is a signal of what is to come, a world where inference capacity, AI agents, and multi-cloud infrastructure redefine how businesses operate and how investors should position. And this time, the orders are not just big. They are the size of GDP growth itself. - Jordi Visser

USA was always considered a consumer economy. In other words, GDP depended on the consumer. That is not the case anymore. In the first half of 2025, AI spending added more to US GDP than personal consumption did. This was also aided by personal consumption falling off a cliff which is a bad sign of economy strength.

TREASURIES ARE IT 2022: $0.5B 2023: $2.8B 2024: $31B 2025: $60B+ pace Still think adoption is slowing? Q4 is when things kick off.

GM. What you put out is what you get back. It’s that simple. Don’t over think it and make it complex. Keep it simple 🌹

This has all happened in just the last three weeks! The brand-new Grok Code Fast has completely disrupted the AI coding space—making nearly every other code base look obsolete. Nothing else even comes close. Purpose-built for raw speed and simplicity, it’s now the go-to choice for developers worldwide. Don’t bet against Elon Musk. The truth of the matter is that it has never been good to fade Elon Musk.

The term "Gigawatt AI training cluster" refers to a data center capable of consuming one billion watts (1 GW) of power, a massive leap from the 300 MW used by xAI's Colossus 1, built in Memphis in 122 days with 200,000 H100/H200 GPUs. Energy usage for Colossus II could range from 1 GW continuously, translating to 24 GWh daily, depending on operational efficiency and cooling demands, far exceeding the 2.4 GWh daily of Colossus 1. Estimates suggest Colossus II might house at least 700,000 GPUs, based on speculation of B100 chips with 1,400 kW each, surpassing the 200,000 GPUs in Colossus 1. Compared to other clusters, Colossus II is 5 times larger than Colossus 1 in compute power and outpaces all others by a wide margin... OpenAI's and Meta's planned gigawatt-scale are years from completion. xAI will be (and already is) miles ahead of the closest competitor by then.