Jensen Huang told a room of global investors that AI is not one industry. It is five stacked on top of each other. Most people are investing in layer four and ignoring layers one through three entirely. He called it the five-layer cake. Layer one is energy. Jensen said this is the single greatest opportunity for the energy industry in a hundred years. The first time in a century that the grid in most countries can actually attract serious capital. Nuclear, solar, wind, hydrogen, it does not matter what form. If it produces energy, it gets funded. Siemens, GE Vernova, Mitsubishi. That is why they are all doing so well right now. Layer two is chips, computers, networking, and silicon photonics. Everything that processes the intelligence. Layer three is infrastructure. Land, power, buildings, data center operations. Every single one in short supply today. Layer four is the model layer. OpenAI, Anthropic. The layer everyone talks about. Layer five is applications. Every startup applying AI to financial services, legal, healthcare, logistics, transportation. Last year alone, a hundred billion dollars of venture capital went into this layer. The single largest VC year in the history of humanity. Then he said the number that stopped me cold. We are putting one trillion dollars into this five-layer cake this year. That sounds enormous. Jensen thinks the AI industry will eventually run at twenty trillion dollars per year. We are one trillion in of a twenty trillion dollar per year ecosystem. Most people watching AI are staring at layer four. Jensen was describing layers one through five as a single compounding system where every layer feeds the one above it. The people who understand that will invest differently than the people who do not.

NEWS: Tesla's Giga Berlin is raising Model Y production ~20% in July, the plant's manufacturing chief says in an interview with TOSV. Weekly output rises from ~5,200 cars to a target of 6,200. Andre Thierig, Tesla's senior director of manufacturing at Giga Berlin, says the plant is hiring 1,000 workers to get there. A large order backlog in Europe is driving the increase. Giga Berlin will reach the new rate by cutting cycle time on the line. Also Tesla's Giga Berlin cars have driven ~150,000 km inside the factory on FSD, the plant's manufacturing chief says.

RANT: Media hate against Elon Musk

Just a reminder… Cybercabs are build fully autonomously. No humans necessary. What’s the maximum speed the production line can handle? Who knows - but quicker than humans can handle no doubt. Secondly, having spoken to Joe Tegtmeyer about the number of Cybercabs produced… there must be well over 1000 by now. Exciting times.

NVIDIA CEO Jensen Huang just shrunk the data center to fit on your desk: 768GB of unified memory in a single DGX Station.

Cool! Looks like my interview with Sandy Munro is heading for my all time high number of views! 86k so far 😎 Did you see it, and what did you think? Please do share! (Link below if you missed it)

Big week for the markets! Iran Deal reached! $SPCX just crushed its IPO and now it’s @Tesla's Time! $TSLA shareholders are split: Should they support or oppose a potential merger with SpaceX? Plus, it’s a massive week with new Fed Chair Kevin Warsh’s first FOMC meeting. How do you think all of this will move the stock market this week? Let’s discuss:

“She was also the one who said no to going public for years. "I wasn't sure the company would go public," she said on CNBC yesterday. She resisted the pressure because she believed the public markets would force SpaceX into quarterly thinking, which would kill the mission.”

I can confirm. Elon is an amazing person. I have nothing but praises for him everywhere I go. 🫡

On his first day as CEO of Microsoft, Satya Nadella walked into a meeting with his senior executives and handed each of them the same book, and that single decision turned out to be worth more than 2 trillion dollars over the next decade. The book was called Nonviolent Communication. It was written in 2003 by a clinical psychologist named Marshall Rosenberg, who had spent 40 years mediating between gangs, prisons, divorcing couples, and warring tribes in active conflict zones. It had nothing to do with business. It was not on any Harvard MBA reading list. It was the book Nadella's wife Anu had given him years earlier, and Nadella believed it so completely that he made it the first message he sent to the most senior people in the company. Microsoft in February 2014 was a wounded giant. It had missed mobile entirely. It was the punchline of every tech joke. Internally, the culture had rotted into something almost unfixable. The previous CEO Steve Ballmer had institutionalized a system called stack ranking, where every team was forced to grade a fixed percentage of its members as underperformers, which meant that on every team in the company, the smartest engineers were quietly competing against each other instead of against the actual problems. Meetings were combative. Email threads were brutal. Talented people were leaving for Google and Apple every week. Microsoft's market cap was roughly 300 billion dollars. It is over 3 trillion today. The reason Nadella picked Rosenberg's book is that he had diagnosed the real problem correctly. Microsoft did not have a strategy problem. It had a communication problem. The executives were not stupid. They were not lazy. They were just talking to each other in a language that produced defensiveness instead of cooperation, and a decade of that had turned the company into an organism that could not think clearly anymore. Rosenberg's book teaches one tool. It has four steps. Observe what is actually happening, without judgment. Not "you are always late," but "the meeting started ten minutes ago." State the feeling that the observation produces. Not "you are disrespectful," but "I feel frustrated." Identify the need underneath the feeling. Not "you need to change," but "I need to know I can rely on the team's timing." Make a specific request. Not "do better," but "would you be willing to text me if you are going to be late?" The whole book is essentially that four-step model applied to every possible kind of human conflict. It sounds almost too simple to be useful. The reason it works is that almost nobody does it naturally. Most professional communication, especially under pressure, skips straight to evaluation. "You missed the deadline." "Your design is bad." "The team is failing." Every one of those sentences sounds like a fact and is actually a judgment, and the brain on the receiving end goes into defense mode the moment it hears one, which means nothing useful gets discussed for the rest of the conversation. Rosenberg's argument is that almost every conflict in the world, from a couple arguing about dishes to two countries arguing about borders, follows the same pattern. Both sides have legitimate underlying needs. Neither side is articulating them. They are firing judgments at each other and getting judgments back. The book is a manual for stepping out of that loop. Nadella's bet was that if his executives could learn to do this in their own meetings, the entire company would unlock. He was right. Within five years, Microsoft had launched Azure into the cloud business, acquired LinkedIn and GitHub, partnered with OpenAI, and become one of the most respected companies in technology again. The culture had inverted. The same building that had run on internal warfare for 15 years was now running on what Nadella publicly called a growth mindset, which was just NVC translated into corporate language. By 2024 the company was worth more than 10 times what it was the day Nadella started. You do not need to be running a 200,000-person company to use the book. You need to be in any relationship where the other person stops listening the moment you start talking. That is most of the relationships you have. The fix is 320 pages long. The book costs less than dinner. Nadella read it because his wife handed it to him. And one of the largest companies on earth was rebuilt on its margins.

Dr. Huberman just made a bold prediction about GLP-1's. The fitness community is not gonna like this...

autonomous robot driving through the field at night. no chemicals. no pesticides. just UV light killing pathogens and pests while everyone sleeps. this is @tricrobotics. this is what chemical-free pest control looks like at scale.

🇧🇪 Tesla's FSD has arrived in Belgium, and as this woman shows, it's so mindblowingly good it takes some getting used to Writers: Mhedi, Ian

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below

David Sacks on How Anthropic is Ironically Running Surveillance on Their Latest Models “This is the company that said that it was against government surveillance. They are now retaining for 30 days every prompt and every output you send to one of these Mythos class models.”

Starship is a very big rocket

Russians Abandon Crimea As Ukrainian Attacks Intensify youtu.be/wh2tnH0Otec?si=rYc9… via @YouTube