Joined August 2022
- Tweets 46
- Following 77
- Followers 119
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5 Photos and videos
AI isn’t replacing infrastructure.
AI is creating the biggest infrastructure boom since the Industrial Revolution.
Agree or disagree?
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“Why Governments Are Quietly Terrified Of Starlink”
In 2022, Ukraine’s military ran on Starlink when their entire communication grid went down.
One private company kept a nation’s defence alive.
Let that sink in.
Starlink now serves:
•Remote villages with no broadband
•Ships in the middle of oceans
•Planes at 40,000 feet
•Military operations in active war zones
Traditional telecom companies spent decades and billions building ground infrastructure.
Starlink bypassed ALL of it — from space.
Every government that can’t control Starlink’s signal is nervous.
Because whoever controls connectivity controls everything.
This is not sci-fi. This is happening RIGHT NOW.
@elonmusk
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What SpaceX Actually Owns (And Why It Changes Everything)
People keep saying “SpaceX is just rockets.”
No. Here’s what Elon is actually building:
🚀 Falcon 9 = the world’s most reliable delivery system
📡 Starlink = a global internet utility serving 100 countries
🌍 Starship = the vehicle that makes Mars and moon logistics possible
🏛️ NASA DOD contracts = government-backed, taxpayer-funded revenue
This isn’t a tech company.
This is the new public infrastructure — except it’s privately owned.
The question isn’t whether SpaceX will succeed.
The question is whether YOU will be positioned when it does.
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People talk about Elon like he’s a myth. But myths don’t build factories, obsessed humans do. The most dangerous thing about being in this man’s orbit is you start believing impossible things are just problems that haven’t been solved yet.
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WHY ELON WON’T LIST IT
Elon has said this publicly multiple times. His reasoning is brutal and brilliant at the same time.
Public companies answer to shareholders every 90 days. Wall Street wants profit NOW. But SpaceX is building rockets to Mars that’s a 20 to 30 year timeline. The moment it goes public, analysts start asking “why are you spending $3 billion on a Mars mission when you could return that to shareholders?”
Elon watched what happened to Tesla the short sellers, the quarterly pressure, the stock manipulation. He refuses to let that happen to his most important company.
So he keeps it private. On purpose. By design.
@elonmusk
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finance.yahoo.com/markets/st…
THE US-IRAN PEACE DEAL — WHAT IT MEANS IN PLAIN ENGLISH
First, what actually happened?
Trump posted on Truth Social Sunday saying
“The Deal with the Islamic Republic of Iran is now complete.”  A war that started in February nearly 4 months of active US-Iran conflict just got a ceasefire deal brokered by Pakistan. A signing ceremony is set for Friday in Switzerland.
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THE STRAIT OF HORMUZ — This is the real story
Most people hear “Middle East conflict” and zone out. But this one hit differently because of one chokepoint the Strait of Hormuz.
Think of it like this: imagine someone put a padlock on the world’s main oil pipeline. That’s what happened here.
The Strait of Hormuz has been effectively closed since the conflict began in February.  That’s the narrow waterway between Iran and Oman 20% of the world’s oil flows through it. When it shut down, the entire global energy supply got squeezed.
Trump said he’ll authorize reopening it once the deal is signed Friday.
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WHY OIL PRICES DROPPED IMMEDIATELY
Brent crude fell 4% to around $83.78 per barrel its lowest since March. WTI (the US benchmark) dropped nearly 5% to $80.84. 
Why so fast? Markets don’t wait for the ink to dry. The moment peace is confirmed, traders price in the future — more oil supply coming = lower prices. Simple supply and demand at the speed of information.
📈 WHY STOCKS SURGED AT THE SAME TIME
P 500 futures were up ~1%. Nasdaq 100 and Russell 2000 the riskier bets were up even more. 
Here’s the logic chain:
• War → high oil → high transport costs → high inflation → Fed keeps rates high → borrowing expensive → businesses suffer → stocks fall
Reverse that whole chain with a peace deal and you get the opposite reaction overnight.
@realDonaldTrump
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California’s High Speed Rail was supposed to cost about $33B
Today estimates exceed $100B.
How does a railway become one of the most expensive infrastructure projects in America history?
Let’s follow the money. 🚨
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Try it out!
May 14
Grok Build is also a really great interface for running subagents, which it often uses to check its own work.
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Mind-Blowing 🤯
SpaceX is about to do in 23 years what the rest of the world took over 60 years to accomplish.
Just ~200 more satellites and SpaceX will have launched as many satellites as every other country, government, and company in history combined.
Let that sink in.
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🚨Texas is quietly building one of the biggest infrastructure projects in America
Over $7 BILLION is being poured into the ERCOT/Oncor Transmission Expansion
Not a stadium.
Not a skyscraper.
The invisible backbone that keeps the light on.
Here’s where the money goes👇
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⚡ $3 Billion
765-kV Strategic Transmission Expansion.
Think of it as building interstate highways for electricity across Texas.
Massive capacity.
Massive demand.
Massive opportunity.👇
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🏭 Hundreds of millions are going into:
• Substations
• Transformer stations
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Reliability upgrades
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Grid interconnections
Not glamorous.
But without them, nothing else works.
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🔌 $500M–$1B
I-35 Corridor Upgrades.
Dallas → Austin → San Antonio.
One of the fastest-growing regions in America is getting a stronger power backbone.👇
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Jason Cozen Bedborough retweeted
22 Aug 2022
JUST IN: The two-week search for missing Truckee teenager Kiely Rodni came to a somber end Monday morning after law enforcement officials delivered the news that a body found inside a SUV submerged in a reservoir is likely the 16 year old.
Read more: sfchronicle.com/california/a…
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