Something to reflect on! $TSLA, $AMZN, $GOOG, $FB, $NFLX, $ABNB, $SHOP

It's been a little while since I've shared my views on European tech, but this is an important moment - so I wanted to say thank you @Tim and the @FT Tech Exchange for the sit down. A few thoughts on why I think Europe is at the beginning of an Act Two moment. 🧵

New in Claude Design: it stays on brand with your design system across projects, lets you edit directly on the canvas, syncs with Claude Code, and connects to more of the tools you already use.

Thoroughly enjoyed my good friend Alex Sacerdote’s appearance on ILTB. 
I keep thinking about his point that we have an acute compute shortage with 0.1% of the world’s population using agentic AI.   I have learned a lot from Alex over the last 27 years! podcasts.apple.com/us/podcas…

🇷🇴 NVIDIA is considering a $4 billion investment in Romania for a major AI data center. Romania was chosen for its skilled IT specialists, competitive energy costs, and strategic location.

Арнольд Шварценеггер: "Знаешь, почему большинство талантливых людей так и остаются никем? Они включают фальшивую скромность. Они говорят: «Я творец, я просто делаю свою работу. Пускай мир сам меня заметит». Это чушь. Ты можешь быть гением, создавать лучшие продукты или писать шедевры. Но если люди об этом не знают, у тебя ничего нет. Абсолютный ноль. Твой талант просто умрёт вместе с тобой. Умение продавать, продвигать себя. Доносить свою ценность до других и убеждать — это не грязное ремесло. Это величайшее искусство, без которого ты никто. Чем больше людей узнают о том, на что ты способен, тем ближе ты к вершине. Перестань прятаться в тени. Выходи и учись заявлять о себе на весь мир. Твой успех зависит только от этого"

💰🇺🇸🚀 @TrumpAccounts

🇧🇪 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

Elon just created 4,400 millionaires in a single day. 400 of them are now worth over $100 million. These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries. Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000. Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous." The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before. Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

Look at the number 7 largest company in the world. SpaceX is valued at $2.1T Remember that Tesla, number 10, is also owned by Elon Musk. Market cap $1.5T. Remarkable achievement by one human being.

Anthropic CEO: "We use Claude Code to build the next version of Claude Code. That's how we ship so fast." In 8 mins, Dario Amodei reveals how the fastest-growing AI company runs on its own model. "Claude loops routines dynamic workflows". that's the exact setup. Watch this interview or read the article on the same setup below

FSD Supervised now approved in Belgium 🇧🇪 Rollout will begin soon

How are people actually using AI at work?

Anthropic CEO: "We use Claude Code across all stages of product development cycle. That's how we ship so fast." In a 1-hour interview, Dario Amodei reveals how the fastest-growing AI company runs on its own model. "Claude loops routines dynamic workflows" - that's the secret. Watch this interview or read the article on the same setup below.

Insane advice from Fable 5

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use. Its capabilities exceed those of any model we’ve ever made generally available.

SpaceX AI Satellites

My conversation with Alex Sacerdote, founder of Whale Rock Capital Management. Alex runs more than $17B and has been one of the best performing tech investors for years, though he keeps a low public profile. As you'll hear, he is singular in how he thinks about investing through technology cycles. For over 25 years, he has built his entire investment framework around a single idea, the S-curve. We discuss: - The AI L-Curve - When to buy into an S-curve and when to sell out - The de-commoditization of data center hardware - Why he went net short software - His two models for tech adoption - Finding alpha Enjoy! Timestamps 0:00 Intro 9:55 AI's L-Curve 19:31 Whale Rock's S-Curve Playbook 26:14 Spotting Inflection Points 32:02 Finding AI Winners 40:04 AI vs Software 48:13 The Hardware Renaissance 58:04 Why Investors Miss AI 1:05:18 Whale Rock's Research Machine

The world lost Anthony Bourdain 8 years ago today. I love this quote from him.

Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost "I have the entire physical design of the chip laid out in memory - I can visualize the whole thing" when TSMC told him a new fab takes 5 years he said: "five years to me is an eternity - my timelines go one year, two year, and at year three it goes to infinity" so he's building his own Tesla's self-driving has logged 10 billion miles - 4 times safer than a human driver - with the new chip it will be 10x "I don't own any vacation homes - just one house in Austin and a tiny house at Starbase - friends come to visit and they think I'm kidding" watch the full conversation ↓

SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite. Overall Specs: • 150 kW peak compute payload • 120 kW average compute payload • 70 kW per ton • Compute provider interchangeable Dimensions: • Wingspan: 70 meters • Deployed height: 20 meters Thermal System: • 110 m² deployable liquid radiator • Redundant pumping loops • Integrated micrometeoroid shielding • Deployable liquid radiators Solar Power System: • 150 kW solar array • 250 W/m² • SpaceX-manufactured solar technology from Bastrop, Texas Architecture: • Centralized compute module • Large deployable solar arrays • Deployable liquid-radiator thermal management system • AI-focused compute satellite design ("AI1 satellite") Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."