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.

All races should be treated fairly and equally

Met a German founder this week and asked him if all the stories one reads about the challenges of startups in Germany are exaggerated. "No, they're understated." Proceeded to describe spending a full day having a 90-page investment contract read to him (mandatory under German law; § 13 BeurkG) by a notary that then charged €30,000. That was for his first company. His second company, needless to say, was not incorporated in Germany.

Falcon Heavy rolled out to the launch pad at 39A for @NASA’s Roman Space Telescope mission early this morning

Tesla has just increased the size of its Robotaxi service area in Dallas, Texas for the first time since the service originally launched in April. The new service area is roughly 50% larger than the old one, and includes more of the downtown Dallas city area and west of the city.