Raymond T. Hightower

This is WILD. Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck. The company is called Halter and it has a proprietary algorithm that runs the entire operation. They actually trademarked the name for it and called it the Cowgorithm and here's how it works. A farmer opens an app, taps a button, and 600,000 cows across three countries start walking toward the milking station on their own. No farm dogs, fences or physical labor, it's just a solar-powered GPS collar sending sound and vibration cues to each animal. The collar does more than move cows around. It monitors digestion, fertility cycles, and health patterns in real time, 24 hours a day, using machine learning trained on the behavior of hundreds of thousands of animals. Halter was founded by a rocket engineer who built spacecraft at Rocket Lab before deciding that farming was the bigger unsolved problem. US ranchers alone have already used the technology to build over 11,000 miles of virtual fencing, roughly the full perimeter of the continental United States, saving an estimated $220 million in physical fencing costs. Halter's previous funding round valued the company at $1 billion. This new round, led by Thiel's Founders Fund, doubles that valuation to $2 billion before the new money even hits the account. And they charge farmers between $5 and $8 per animal per month on a subscription model, meaning the more cows they collar, the more locked-in the revenue becomes. The most powerful venture capitalist on earth just decided that the future of food and farming runs through an algorithm named after a cow. He might be right.

Tesla Terafab officially starts today. Elon saw the bottleneck coming before almost anyone else did. When asked what happens after you realize chips are the constraint, not demand, not hardware, not software his answer was blunt: “We make a little fab and see what happens. Make our mistakes at a small scale and then make a big one.” That’s the entire Terafab thesis in one sentence. The small fab isn’t finished yet, but Musk made clear it won’t stay quiet for long. Construction will be visible from the air, trackable in real time, basically broadcast live whether Tesla wants it to be or not. The transparency is almost forced by the scale of what they’re building and the scale is the point. Tesla isn’t doing this because it wants to be a chip company. It’s doing this because no foundry on Earth has committed to the volume Tesla needs for Optimus, Cybercab, and its broader AI build-out on Tesla’s timeline. So they’re building the supply chain themselves, the same playbook they ran on batteries. If it works, Tesla becomes one of the only companies in history that designs, fabricates, and deploys frontier AI silicon entirely in-house, and then puts it directly back into their cars and robots. That’s not just vertical integration, that’s a completely different category of company.

Africa has two groups of people.  The "Hippos" are the leaders who like slow systems and foreign aid. They make the rules.  The "Cheetahs" are the new breed of people who want to move fast and build things.  Right now, the Hippos make it WAY too hard for the Cheetahs to run.  If we want progress, we have to let the Cheetahs run.

Today, my heart is full. This victory is a testament to what happens when people come together with purpose, faith, and a belief that our communities deserve better. To every volunteer, every supporter, every voter — thank you. You showed up. You spoke up. And together, we made this happen. I do not take this responsibility lightly. I am committed to representing this district with integrity, strength, and a deep respect for the people who call it home. Now, we continue the journey — together. On to November. — Christian Maxwell

Hot take: The real competition for most businesses isn’t another company. It’s distraction.

Most people couldn’t tell you where they are on the road without their phone. That’s a problem. Teaching these boys how to use mile markers so they’re never guessing. One day, their wife and kids could depend on it.

【速報】ロボットアームが全長12mのボートを型枠なしで丸ごと3Dプリントすることに成功した。CADデータから直接出力するため従来の造船コストと工期を大幅に削減できる。プリント速度は毎時2m以上で持続可能素材も使用可能だ。

The AI industry is about to run out of chips. The world's largest foundries are maxed out and the demand curve is still going vertical. Tesla’s TeraFab is a bet on a solution no other company in the world has been ambitious enough to try.... build the chips yourself Quick math on how big this is: - Targeting 70% of TSMC’s global output - 2nm chips. In-house design - 1/10th the cost of Nvidia Blackwell - 1/3rd the power consumption - $20B capex budget for 2026 - Launchin next week Elon said on the earnings call that even with all fabs fully booked out, the best-case chip supply projections aren't enough. He said there are zero advanced memory fabs at scale in the US. Literally zero. So he's building the entire stack. Chips. Memory. Packaging. Energy. All domestic.

Value-add used to be synonymous with multifamily investing. For years the playbook was simple: buy an older property, renovate the units, raise rents, and create value. But that strategy becomes much harder when the market is flooded with new supply. When brand new properties are offering better amenities, better finishes, and concessions, it’s difficult for renovated older units to compete. And there are physical limitations you simply can’t renovate your way out of. For example, if a property has 8-foot ceilings, there’s only so much you can do. Stainless steel appliances and new flooring won’t turn it into a Class B property. There’s nothing wrong with owning a Class C property. But investors need to be realistic about what a property actually is and what it can become. Strategy always has to adapt to market conditions. In this clip from the LSCRE Podcast, we talk about why value-add is becoming harder in oversupplied multifamily markets.

A 7 figure business teaching 7 year olds how to operate backhoes: - 45,000 customers served per year - $25 per 2 hours, whether you operate or not - On ONLY a 3.5 acre lot in a mall parking lot - 30 pieces of equipment, bought new from Caterpillar - Had to close down on opening day due to overwhelming demand & things breaking Imagine grossing 7 figures doing something as fun as this? To keep the theme of a job site (and keep costs low) their gift shop is in a literal job site trailer. Their unexpected hidden cash cow? Insurance costs? So many nuggets of learning packed into this 47 minute chat! You'll have to watch/listen to my interview with Jacob Robinson, the founder, at the links in the 1st comment below to find out. Enjoy! This was a ton of fun. You'll love it.