And self-awareness for bonus points.

Musk is merging all of his failed enterprises (Tesla, xAI, Boring Company, Twitter) into the one that has been relatively succesful, SpaceX. Mostly because of Starlink, the idea for which he himself didn't even come up with and was initially seen as an afterthought to get some revenue.

I believe the author is misguided about A.I.'s capabilities just like many analysts and investors are.

A.I. (or should I say LLMs) is useful for specific problems but contrary to its name it has no "intelligence."

The story that haunts me is the one where scientists attempted to understand how the brain of a simple organism worked. It only had 40 neurons yet they were unable to unravel the mystery on how it functioned.

To me it's clear the U.S. is heading for a default. Instead of toning down the deficit Trump made it much worse with his "Big Beautiful Bill" and is bankrupting the country.

What happens next is anyone's guess, but it won't be pretty.

Orbital data centers are a stupid idea conjured up by Musk when he was taking mescaline or ketamine. Anyone with half a brain knows this doesn't make sense.

Most importantly: they have LFP batteries which last much longer than Li-ion ones in addition to being safer.

There are no companies in Europe designing high-end semiconductors because the wages are much lower than in the U.S. The best European talent is moving Stateside and raking in ten times what they can get at home without having to build up seniority first.

Steel is not a commodity, it's a basic ingredient in any industrial base.

I've predicted long ago that EVs will eventually be (much) cheaper than ICE cars since they're much simpler. An EV is basically a battery, an electric motor, four wheels and a steering wheel. ICE cars are incredibly complex. It's just that manufacturers had over 140 years of experience in making them reliable, safe and easy to own and drive.

Even if they become cheaper governments may dissuade consumers from buying them for fear of overloading the electrical grid.

The European Commission wanted to put hefty tariffs on dumped Chinese steel but the carmakers sought an exemption. They don't care about European sovereignty, only about their profits. Penny wise and pound foolish. I doubt there will still be a European car industry in two decades or so.

Europe is a lost continent.

I believe this is the reason everyone's running after these camera-glasses: because they believe they can rake in big bucks with them. Even Apple is contemplating to sell them.

I've always admired the French kings playing the long-game in this. Step by step, over centuries, the French kings took back more and more land from the Normans until it became completely French and the Normans were absorbed into the French kingdom.

Meta and Google will follow soon after.

P.S.: just because they take a patent on something doesn't mean they will actually use it.