Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → spacexipo.com

Wait. Google is paying SpaceX $920 million per month for GPUs? Google. The company that builds its own TPUs. That runs one of the largest cloud infrastructures on earth. Is renting 110,000 Nvidia GPUs from a rocket company. I'm honestly not sure what to make of this. Either Google's AI compute needs have gotten so massive that even they can't build fast enough. Or SpaceX has built something in AI infrastructure that nobody was paying attention to. Or both. $920M a month. $30B over the contract. Whatever is happening behind the scenes at these companies is moving way faster than what we see publicly.

I organized an intervention to stop Elon from starting SpaceX. Here is the story... Twenty five years ago, Elon and I sat in a car on a dark stretch of Long Island highway, two neurodiverse geeks staring at the night sky and wondering what came next. We had both experienced substantial exits and felt the weight of possibility ahead of us. When I joked about 'space' while gazing upward, neither of us imagined we were planting the seed for what would become the largest IPO in history. We spent the next two hours debating why space was so hard. In the end, rockets are fuel and metal. We also debated where to go, and it was crystal clear that Mars was the only real destination. Upon returning to NYC, we embarked on a global tour of space, meeting space agencies and luminaries worldwide. This opened our eyes to an industry stuck in bureaucratic thinking. If things continued at that pace, it was clear that we would never explore space in our lifetime. So, we launched Life to Mars to show the world that two ambitious young men (29 and 30 years old), could send life to Mars without any government backing or support. We planned to send and grow plants on Mars, though some were pushing us to send mice. We had a $50 MM budget that rested on our purchase of two Russian ICBMs for $7 MM each. We assumed one ICBM would fail, and we would learn and fix everything before launching again. When Elon went back to actually buy the ICBMs, the Russians tripled the price, bringing out launch costs from a total of $14 MM to $42 MM. Our ambitious Life to Mars plan was no longer viable. As you might imagine, Elon was not pleased. So, he decided to start SpaceX and create his own Mars rockets. Now, this is a crazy idea, both now and at the time, so I organized a large panel of top space experts, and we ambushed him at the Georgian Hotel one morning. It was set up like an intervention for an alcoholic, but for space. Elon looked me in the eye when leaving the room and said, "I am going to do this." The intervention failed. Elon was committed. The rest is history. I am excited to see this IPO after 25 years of hard work. What SpaceX has done is a testament to human will and overcoming insurmountable obstacles. It's nothing short of amazing. Congratulations, E. Amazing.

Everyone is talking about how it’s $10,000 to get into MSG for the NBA Finals. Not enough people are talking about how the Knicks publicly traded stock has outperformed pretty much everything outside of AI over the last year.

my next update: Jig is up gq.com/story/jay-z-locks-bac…

Co-founder is marriage without the sex.

RT @kasujja: Don’t believe the hype. Stay humble and improve, mama used to say.

NEW: Fidelity lowers the minimum account requirement for the SpaceX IPO from as high as $500,000 to just $2,000.

SpaceX IPO liquidity exiting Bitcoin right now

Martin Scorsese is an advisor to Black Forest Labs. He's spent six decades shaping how the world sees stories. Now he's helping us shape visual intelligence with human taste and craft at the center. We sat down with him for a working storyboarding session using FLUX.

Songs, Clothes, Movies

The thing nobody tells you about exponential change is that it feels like nothing is happening right up until the moment everything happens at once.

The state of AI right now

HOW I USE CODEX AND CLAUDE CODE OPUS 4.8 TOGETHER: After 24 hours of testing Opus 4.8 nonstop I've come up with the best system Opus 4.8 is excellent. On Max thinking it is the smartest model I've ever used The issue is, Codex as a harness is better than Claude Code Opus 4.8 might have an edge on intelligence, but I enjoy using Codex (both desktop and mobile app) much more Where Codex > Claude Code: • More consistently tests its own code without me asking • Does small things that make using it great like spin up servers without me asking and telling me exactly what to test and how to do it • Automatically does computer use if need be to test itself • A way more seamless desktop to mobile transition • Doesn't require me to navigate between 3 tabs to use different functionality. Everything in one place. Because of this Codex is still my main driver. But where you get super powers is when you use them TOGETHER Been working on some super hard problems the last day I'll give the same large scale, challenging problem to both and have them both build plans I then give the plans to the other agent. The Opus 4.8 plan ends up being better almost every time So moving forward I have both agents up, but use Opus 4.8 to build plans for super challenging problems, then give them to Codex Claude Code also will be able to solve some bugs much faster than Codex It's funny, this is a 100% role reversal from 1 month ago Anyway, that's the current best workflow. Codex for daily driving/on the go work. Claude for super challenging problems or fixing bugs Codex struggles with But of course, this all can change with any given update Don't have any loyalty. Use the best tools available to you. This is how you win.

Me using Claude Opus 4.8 to rename a file

People are better at creating ceiling for themselves than any outside force.

traits of people with high agency: > book flights impulsively > say "call me" instead of texting essays > can become obsessed overnight > walk around during phone calls > buy before they feel ready > don’t ask group chats for opinions > can survive on very little comfort > good at talking to strangers > slightly delusional > treat embarrassment like a temporary side effect > can disappear socially without feeling guilty > low tolerance for slow people > thinks most problems are figureoutable > dangerously optimistic > oddly calm when things go wrong

My favorite photo from yesterday: A powerful sight as the latest iteration of Starship climbs through Texan skies. Captured via a sound-triggered camera, this camera captured the chaotic scene far better than I could from a safe distance. Prints available in the reply.

It’s entirely possible that there’s not much of an audience for this, but some licensed AI deals are helpful for establishing the marketplace harm of unlicensed AI ingestion and resulting slop, for the purpose of winning lawsuits against unethical AI developers.

The man who trains at 40 is the man others come to at 60. GO TRAIN