FULL INTERVIEW: Jen Kha says El Salvador gave every school free Grok and is deploying AI doctors. She says countries nobody expects are now outpacing America on adoption while America fights over data centers. @jkhamehl is a managing partner and head of global partnerships at @a16z. She joined @theojaffee and @sophiadew on announcement day for the $1.1B Machine Age Fund to walk through the thesis and break down why the physical layer under AI was uninvestable for 30 years and isn't anymore: 00:38 why the timing of this fund says everything about the cycle 02:40 following the nerd energy 02:59 software's eating the world, but AI already solved software 04:44 23% of all venture capital this year 06:09 SpaceX public, Anthropic and OpenAI next, and what that does to LPs 07:36 the partner who said they'd deploy the whole fund in six weeks 10:01 the president of Korea's first and only US stop was Silicon Valley 10:15 NVIDIA is bigger than every G7 country except the US 12:27 South Korea, El Salvador and the countries adopting AI faster than America 14:33 why she thinks the data center narrative got ahead of reality 16:31 under 2% of US electricians are trained on DC power 17:45 agents now use 5x the tokens humans do 19:24 why these founders are a throwback, and where they're spinning out from

Acquisition of signal confirmed for our @NASARoman telescope. We have spacecraft separation, and a last look at Roman, now flying on its own. go.nasa.gov/4chzg9c

Falcon Heavy sent Psyche toward a metal-rich asteroid, Europa Clipper to Jupiter’s Moon, and GOES-U into transfer orbit to improve NOAA’s weather forecasting. Falcon 9 launched NASA’s PACE mission to study Earth’s ocean and atmosphere and SPHEREx to map the history of the universe. The Falcon family has enabled NASA to reach farther and explore more of the universe, and missions like Roman continue that work

Elon Musk says the AI boom hits a WALL this year when we run out of power to run the chips. He says the whole industry is about to learn a hard lesson in hardware. Chip output is exploding, but electricity is nearly flat everywhere outside China. So the two lines cross this year. He says by the end of the year, we will be making more AI chips than we can actually turn on. Millions of them pile up with nowhere to plug in. In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins the race. In the end, the AI race comes down to one thing: Raw electricity. — Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast

Elon Musk reveals why, measured against the sun's energy, human civilization barely registers as existing at all: "Right now we're very low on the Kardashev one scale. If you say what proportion of our planet's power are we harnessing, it's a very, very tiny number. And we're harnessing almost nothing of our star's power. The sun is truly an immense thing. It's difficult with words to characterize just how immense the sun is" "The sun is about 99.86% of all mass in the solar system. Most of the remaining 0.14% is Jupiter. The entire mass of Earth is in the tiny miscellaneous category. Earth is a tiny dust mote compared to the sun" "We currently use much less than a trillionth of the power output of the sun, and a trillion is a million times a million. So basically we're practically nowhere on the Kardashev two scale. On the Kardashev scale, we're still non-existent. We're not registering"

Grok Bot can literally buy things for you on the internet now. Here’s a wild example: @Baconbrix asked Grok Bot to buy him a Tesla, and it actually placed the order for a Model Y. Grok Bot is getting insanely powerful. 🚀

It's beneficial for a software engineer to learn chip design so they understand how numerics flow through circuitry each cycle.

Reusable rockets broke the cost curve, and when the price of orbit collapses, we're going to open an entire economy above your head. Welcome to [soon] to space.