Josh

This new Lego commercial will most likely become the most viewed commercial in history. And it's not AI. But you should ask yourself, how much did they have to pay them?

@anything Yes!!

🚨 JUST IN: Apple caved! the Anything app is back on the App Store to celebrate vibe coding we are launching a $5k weekend hackathon reply to get in + 20k credits

@PEoperator Care to elaborate on this?

2/ Quoting tool - we built a custom quoting tool that has sped up time to quote by about 30%. We think we can get that to 90% but aren’t all the way there. That’s hours saved daily and means our people make more money than ever as we win business. Speed is king.

Our company has begun deploying AI aggressively over the last month. Here’s a list of nearly everything we’ve used it for so far. These are simple but highly impactful things you can copy today.

the video of ferrari blasting macarena 😭😭😭

It’s very sad to see as a proud Ferrari fan, but I think we can conclude that the balance of political power in F1 has firmly shifted towards Mercedes. The threat of making a crucial OEM unhappy means rules have to align with their broader corporate interests and demands, while conveniently fitting the ‘sustainability’ argument, as opposed to what would make for best motorsport viewing. The budget cap and technical simplification should help new manufacturers enter and reduce the Mercedes sphere of influence, but this will be a time consuming process. Ferrari’s influence has weakened significantly, particularly since the departure of di Montezemolo and the death of Marchionne, leaving figures that don’t seem to have the political nous to navigate F1. Liberty Media also don’t seem to understand what fans like about F1, which is pure racing in what should be the most thrilling category of motorsport in the world. Rest in peace to the Formula 1 we all once knew and loved, you will be sorely missed.

The greatest moment of 2026 has happened

@BJNet53 @JohannBiermann1 16-1

@JohannBiermann1 Yerrr more than .700s ahead of the pack. That is a rocketship

Mercedes 1 2 WE ARE SO BACK! 🏎🏁

Jony Ive + LoveFrom spent 9 months perfecting how you turn on a car The Ferrari Luce has a glass E Ink key. In your pocket, it glows Ferrari yellow - using zero power (E Ink is bistable) Slide it into the magnetized dock. Press down. The yellow drains from the key, flows into the glass gear shifter, and the cockpit comes alive A "transference of life." and exactly what obsession at the highest level looks like

Job completed! 🫡

Year 1992, when Jonty Rhodes flew like a bird to effect a historical run out.🤖

Elon Musk on how he deals with running many different companies: “Well, I have a lot of inbound communication, so it’s basically information triage. I try to segment my days to avoid too much context switching. Because, arguably, fear isn’t the mind-killer—context switching is. It’s hard not to context-switch when your inbox is full of stuff, but think about it: if you had to context-switch every three seconds, every thirty seconds, or even every three minutes, the cognitive penalty would be enormous.”

Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything. Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's been pricing these companies on chip purchases and GPU count is fundamentally broken. You're valuing the wrong constraint. The bottleneck already moved and the market is still trading like it's 2023. This rewrites the entire capex equation. When $MSFT buys $50B of Nvidia GPUs, the Street celebrates it as "AI investment" and bids up both stocks. But if half those chips sit unpowered for 18 months, the ROI timeline collapses. Every quarter a GPU sits in a dark rack is a quarter it's not generating revenue while simultaneously depreciating in performance relative to whatever Nvidia ships next. You're paying data center construction costs and chip depreciation with zero offset. The players who actually win this are whoever locked in power purchase agreements 3-4 years ago when nobody was thinking about hundreds of megawatts for inference clusters. The hyperscalers who moved early on utility partnerships or built their own generation capacity have structural leverage that cannot be replicated on any reasonable timeframe. You can order 100,000 GPUs and get delivery in 6 months. You cannot order 500 megawatts and get it online in 6 months. That takes years of permitting, construction, grid connection, and regulatory approval. Satya's point about not wanting to overbuy one GPU generation is the second critical insight everyone is missing. Nvidia's release cycle compressed from 2+ years to basically annual. Which means a GPU purchased today has maybe 12-18 months of performance leadership before it's outdated. If you can't deploy it immediately, you're buying an asset that's already depreciating against future products before it earns anything. The gap between purchase and deployment is now expensive in a way it wasn't when Moore's Law was slower. The refresh cycle compression also means whoever can deploy fastest captures disproportionate value. If you can energize new capacity in 6 months vs 24 months, you get 18 extra months of premium inference pricing before competitors catch up. Speed to deployment is now a direct multiplier on chip purchase ROI, which means the vertically integrated players with their own power and real estate can move faster than anyone relying on third party data centers or utility hookups. What makes this really interesting is it changes the competitive moat structure completely. The old moat was model quality and algorithm improvements. The new moat is physical infrastructure and energy access. You can train a better model in 6 months. You cannot build a powered data center in 6 months. This is the kind of constraint that persists for years and creates durable separation between winners and losers.

@hendrikcronje71 @rugby_ap do you know what’s happened to the Boks Office / Boks Unpacked podcast?

@MattP555 do you know what’s happened to the Boks Office / Boks Unpacked podcast?

@elonmusk @Jason mainstream censored from day 1 👀

@istrakhov @JoePompliano The ESPN deal was not exclusive.

@JoshFcg @JoePompliano Is it? ESPN is not a free channel. In fact, its $10 per subscriber is the highest of all other channels included in satellite/cable bundles.

Apple just agreed to pay $150 million annually for the exclusive U.S. rights to Formula 1. But behind the scenes, not everyone is as excited as it might seem. Today's newsletter breaks down the details. READ: huddleup.substack.com/p/apple-tv-jus…

"Humans aren’t very efficient movers—until you put us on a bicycle, when we become some of the most energy-efficient land travelers in the animal kingdom."