If you constantly need "motivation" to get started, you are in the wrong environment. You don't need self-talk, you need to build an environment where the long-term better choices are manifesting themselves in your daily life:
Elon Musk just put a number on the flaw at the center of Nvidia’s empire.
Wall Street has not done the math yet.
Nvidia’s Blackwell is the most sought-after silicon on Earth.
Every AI lab wants it. Every sovereign nation is bidding for it.
Blackwell runs every model, for every company, in every data center on the planet.
That universality built the empire.
It is also the fracture point.
Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.”
One-third the power.
Comparable performance.
Less than ten percent of the cost.
Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.”
Nvidia builds silicon that serves a million different customers.
Every transistor spent on universal compatibility is a transistor not dedicated to one task.
Tesla is building silicon for exactly one customer.
Itself.
When you strip away every function you will never call, you do not get a lesser chip.
You get a weapon.
Here is what the market refuses to see.
Data centers drink unlimited power from the grid.
Robots run on batteries.
Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.”
You cannot put a Blackwell inside a walking machine.
It would drain the battery before it crossed the room.
The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid.
Musk is not competing for that market.
He is engineering the silicon that survives outside of it.
One-third the power is not a spec sheet footnote.
It is the physics threshold that severs intelligence from the wall socket.
Without that number, every robot on Earth stays tethered.
With it, the algorithm walks.
Less than ten percent of the cost is not a pricing strategy.
It is the line where a machine brain stops being a capital expenditure and becomes a commodity component.
When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots.
You manufacture millions.
Wall Street is valuing the AI revolution by who dominates the data center.
Musk is building the only silicon designed to leave one.
Nvidia built the brain of the cloud.
Musk is building the brain of the physical world.
No one has priced that in yet.
BREAKING:
The President the Islamic regime in Iran releases a letter to America ahead of Trump speech to America on the Iran War tonight:
In the name of God, the Compassionate, the Merciful
To the people of the USA, and to all those who, amid a flood of distortions and manufactured narratives, continue to seek the truth and aspire to a better life.
(…)
Despite its historical and geographical advantages at various times, Iran has never, in its modern history, chosen the path of aggression, expansion, colonialism, or domination.
Even after enduring occupation, invasion, and sustained pressure from global powers—and despite possessing military superiority over many of its neighbors—Iran has never initiated a war. Yet it has resolutely and bravely repelled those who have attacked it.
The Iranian people harbor no enmity toward other nations, including the people of America, Europe, or neighboring countries. Even in the face of repeated foreign interventions and pressures throughout their proud history, Iranians have consistently drawn a clear distinction between governments and the peoples they govern. This is a deeply rooted principle in Iranian culture and collective consciousness—not a temporary political stance.
For this reason, portraying Iran as a threat is neither consistent with historical reality nor with present-day observable facts. Such a perception is the product of political and economic whims of the powerful—the need to manufacture an enemy in order to justify pressure, maintain military dominance, sustain the arms industry, and control strategic markets. In such an environment, if a threat does not exist, it is invented.
(…)
Relations between Iran and the U.S. were not originally hostile, and early interactions between the Iranian and American people were not marred with hostility or coup d’état—an illegal American 1953 intervention.
The turning point, however, was the intervention aimed at preventing the nationalization of Iran’s own resources.
That coup disrupted Iran’s democratic process, reinstated dictatorship, and sowed deep distrust among Iranians toward U.S. policies.
This distrust deepened further with America’s support for the Shah’s regime, its backing of Saddam Hussein during the imposed war of 1980s, the imposition of the longest and most comprehensive sanctions in modern history, and ultimately, unprovoked military aggression—twice, in the midst of negotiations—against Iran.
(…)
Is it not also the case that America has entered this aggression as a proxy for Israel, influenced and manipulated by that regime? Is it not true that Israel, by manufacturing an Iranian threat, seeks to divert global attention away from its crimes toward the Palestinians? Is it not evident that Israel now aims to fight Iran to the last American soldier and the last American taxpayer dollar—shifting the burden of its delusions onto Iran, the region, and the US itself in pursuit of illegitimate interests?
Is “America First” truly among the priorities of the U.S. government today?
(…)
Today, the world stands at crossroads. Continuing along the path of confrontation is more costly and futile than ever before. The choice between confrontation and engagement is both real and consequential; its outcome will shape the future for generations to come.
Throughout its millennia of proud history, Iran has outlasted many aggressors. All that remains of them are tarnished names in history, while Iran endures—resilient, dignified, and proud
It is absolutely mental that Tesla is tooling Cybercab lines in parallel with Tesla AI getting the self driving software to a point where it can scale rapidly in a way that is undeniably safer than human driving.
In a recent interview, Palmer Luckey talked about Tesla investors, and how Elon and the team have gotten the majority of their investors to align with the long-term vision, and have churned out the majority of investors who do not. The end result today is that we have a 1.3T market cap company that is free of bureaucracy and moves like a startup, but has the infrastructure and financial firepower of a megacap titan.
I don’t really think we’ve ever seen anything like this in history.
To feel more at peace and more successful, you don’t need genius-level brain power, access to some secret society, or to hit a moving target of “just” an additional X dollars.
Those are all distractions.
Based on everything I’ve seen, a simple recipe can work: focus on what’s in front of you, design great days to create a great life, and try not to make the same mistake twice. That’s it.
If you really want extra credit, try not to be a dick, and you’ll be a Voltron-level superstar.
The secret to winning any game lies in not trying too hard.
Feeling as though you are trying too hard indicates that your priorities, technique, focus, or mindfulness is off. Take it as a cue to reset, not to double down.
And take comfort in the fact that, whenever in doubt, the answer is probably hidden in plain sight. What would this look like if it were easy?
In a world where nobody really knows anything, you have the incredible freedom to continually reinvent yourself and forge new paths, no matter how strange. Embrace your weird self.
There is no one right answer . . . only better questions.
This is a must read.
Smartly outmaneuvering everyone at the lowest possible cost. Where did I hear this before?
Elon did not spend 6 months in the White House without learning everything he needs to know.
Now watch this playing out.
(And I hold tightly my TSLA shares)
I was with Elon nearly every single day during Model 3 hell. This included Thanksgiving, Christmas, New Year’s Eve, his birthday and nearly missing his brother’s wedding. He left the factory to fly straight there, barely making it as he was helping resolve production challenges and being present with the associates and the whole team.
From countless firsthand experiences I cannot begin to describe the immense personal sacrifice and commitment made by Elon, directly from the front line.
I took the photo below, on the day of his birthday, at close to midnight. We were stationed at paint ingress, station 1911, resolving the constraint for the entire production system.
The tenacity and willingness to perform any job and drive us to excel is unwavering.
When I started Giga Texas, Elon slept onsite for a period of time. His direct ask, which people on the team didn’t even believe at first: “Your goal is to not let me sleep. The machines need to be running 24/7.” It was an awesome fire to have lit and drove all of us. From the initial site you see below with mining pits that were 30’ deep to producing 1,000 cars a week in less than 2 years.
"The universe is just a big playground full of building materials and tools and art supplies and how-to books and helpful little elves, and the animating force behind it all is this superior aspect of ourselves that will come out and play if we know how to ask. This applies to anything we want to do; make art, build a better mousetrap, heal ourselves emotionally and physically, grow spiritually, whatever. Creativity is a process of coming into focus, not just of your creation but of you as creator."
-J. McKenna
The yellow structure depicted is the Laniakea Supercluster, a vast cosmic region that houses approximately 100,000 galaxies. The red dot in the image represents our home, the Milky Way, which boasts around 300 billion stars, including our very own Sun.
NASA
He sold $Uber and bought $TSLA. He sees the writing on the wall 👀
Brad Gerstner: "2025 is going to be about Robotaxis. We were present at Tesla Robotaxi day. We were impressed; Uber has a hugely disruptive force coming in the case of Tesla. Tesla is running away with its full self-driving capabilities." 🔥🚀