NVIDIA Lined Up Over $500 Billion for AI Infrastructure
September 25th, 2026Full video: https://www.youtube.com/watch?v=4VDAzWeC44k
Full video: https://www.youtube.com/watch?v=4VDAzWeC44k
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I break down Tesla’s Semi production kickoff at Giga Nevada — 50,000 trucks/year capacity, megawatt Mega Chargers, 500+ mile range from a ~180-truck pilot that already logged 17.5M miles — plus Cybertruck-derived steer-by-wire, overnight vs fleet charging, and why electricity-per-mile economics beat volatile diesel for Class 8 freight.
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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.
I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.
I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.
If you like this content I would greatly appreciate your likes and shares!
#artificialintelligence #ai #robotics #future #futuretech #elonmusk #tesla #spacex #nvidia #chatgpt #claude
For decades, diesel was just cheap enough to keep trucking the way it is. In April 2026, Tesla rolled a mass-produced Semi off a new production line in Nevada, and that math started to shift.
Full video: https://www.youtube.com/watch?v=wlKJmutMyCE
Full video: https://www.youtube.com/watch?v=4VDAzWeC44k
SpaceX’s new product is Grok Bot: a team of always-on AI agents, each with its own computer. It’s a different thing from chat AI.
Musk says he’s “cautiously optimistic” SpaceX gets to a Fable/GPT-6-level model in 2-3 months. That’s his hope, not a done deal.
Full video: https://www.youtube.com/watch?v=XUKd0D_q_I4
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Nothing is complicated. By which I mean, everything is complicated, because in physics even completely empty space is described as being full of quantum fields doing complicated things even when nothing else is there. So if empty space has these exotic properties, what sort of crazy stuff can we make it do? One prediction that’s been around for a while is that under extreme conditions, empty space can be sort of crystalized. And there’s good evidence that we’ve observed this for the first time.
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0:00 Can Empty Space Crystallize?
1:50 The Strange Physics of the Quantum Vacuum
4:00 How Crystals Change the Behavior of Light
6:34 Crystallizing Empty Space
9:19 The Most Powerful Magnetic Fields in the Universe
10:45 Did We Finally Observe Vacuum Birefringence?
11:53 How Magnetars Polarize X-Rays
13:02 How the Quantum Vacuum Aligns Light
14:05 Is This Really a Detection?
15:20 Our Best Glimpse of Crystallized Space
China has systematically been targeting Taiwan’s chip industry. 420 PLA aircraft around Taiwan. Xi directed the PLA invasion-ready by 2027 — the Davidson window.
Full video: https://www.youtube.com/watch?v=9zs3CDpvlzA
Take a balloon and fill it with lots of air. Take another one and fill it with less air. Now connect the two via a valve.
What do you think will happen when you open the valve?
Full video: https://www.youtube.com/watch?v=4VDAzWeC44k
SpaceX says Flight 14 is targeting Monday Sep 28, pending regulatory approval. Ship 41 to the pad. First orbital attempt.
Full video: https://www.youtube.com/watch?v=p15rO-XEtG0