Have you ever seen something and thought- "this is the future"? Some examples for me:
The Netscape Browser
First MacBook Air as Steve Jobs removed from an Envelope
Starlink LEO - completely overtaking traditional GEO
The first Chat GPT Chat Box
Grok @bot is one of those times. Sure there were other important AI advancements, like OpenClaw, but Grok @bot is so easy, intuitive, useful out of the box, and frankly - fun.
I have 9 bots working (8 reporting to my COS) - some doing many tasks, some just a few but highly technical - all are saving me time. From daily scheduling and email management to IT Admin, Property Management, Moto Maintenance, Health and Fitness, Tutor for my 10th grader, and more.
The UI is awesome.
📷
@cb_doge That is where I am. The city is perfect to support this project. Companies based here have built tremendous deep water offshore energy and shipping projects - great workforce and base to build Starbase, LA.
🚨COMING SOON: NUCLEAR-POWERED CARGO SHIPS 🚨
@USDOT is working to fast-track construction of a new fleet of vessels to change the game and DOMINATE China
THAT MEANS:
📦 MORE CARGO (no internal fuel tanks)
🚢 FASTER SHIPS (up to 75% faster crossings)
🌐 ZERO EMISSIONS (20 years of continuous power without refueling)
The first NUCLEAR-POWERED vessel is set to be built in 2028 🇺🇸
@SawyerMerritt Great choice by SpaceX - South LA has an infrastructure of highly skilled welders, engineers, machinists, and ship builders that have supported the offshore energy industry for decades. This is the perfect workforce to support the building of Starbase, La.
Grok Bot is the IT administrator for my small office network. No RMM, BrightGauge, PSA, Tickets or anything other software. Grok Bot provides Hardware, updates, patches, and a daily dashboard.
Checks email for spam, network for what does not belong. Alerts me before the Starlink Mini bandwidth allowance cap.
Grok Bot is only a few weeks old. The next few months will show exponential improvements. If you buy, sell, or manage IT or cyber, this is a game changer.
Starbase Louisiana will ultimately have over a dozen launch towers, enabling more than 30 Starship flights per day and making it the biggest launch site on Earth!
SpaceX makes sci-fi real.
@LAGovJeffLandry@SpaceX The amazing workers in S. Louisiana who built the offshore energy infrastructure (machine shops, welders, engineers, ship builders) are perfect for building the new Starbase, La. Welcome @SpaceX
Edge Computing is the future in commercial maritime. Many maritime AI applications use mostly data generated on the ship, but need the Nvidia based compute to perform the tasks. There are already too many dedicated compute systems for multiple AI, ME and IT systems. This is expensive and difficult to manage. Purpose built, shared edge compute systems will become standard on all commercial ships. The reliability and uptime needed to ensure ROI for these systems will require specialized service providers who can manage and secure the entire chain. https://t.co/ojDQWyL8J4
Grok @Bot has become the interface to my computer. It is so intuitive and effective I find myself finding new uses everyday - it is the ultimate multi-tasking tool. When I told it that it was difficult to keep up with all of the tasks in the chat - it created a great, interactive Notion project management tool. Allows me to focus on what I want, and leave all of the leg work to my Chief of Staff - for home and work.
True, but "becoming a major part of commercial shipping" is an understatement. Starlink has moved shipping out of the dark and accelerated into modern IT - the increase in efficiency is immeasurable. The previous solution, VSAT, was at least $600/Mbs with high latency and limited speeds (5 Mbps without breaking the budget would be generous - for the entire ship to share). Hardware was $30k to $100k and failed often compared to Starlink. Now they have access to well over 100Mbps at a cost so low, they don't even think about it. It has enabled a ship to move from being a remote, basically unconnected, asset to be the equivalent of a branch office that can leverage all of the advantages of IT/Applications that it never could before.
The insurance industry has priced the AI risk.
Carriers went to state regulators this year asking to exclude AI-related damages from ordinary general liability policies. Regulators approved more than 80% of those requests, and the standard forms behind roughly 82% of American property and casualty coverage now carry a generative AI exclusion that gets attached at renewal.
Underwriters are telling you they can't price a loss they can't inspect or audit .
This is the same problem all large enterprises have with examiners, regulators or auditors when they ask ���Show me what happened and demonstrate that your controls actually worked.”
Imagine a bank builds an AI agent. The agent makes a decision that causes a $20M loss. The bank asks the insurer to cover it.
The bank’s insurer asks:
What exactly happened? Which model was running? What information did it receive? What tools did it invoke? What actions did it take? What rules constrained it? Was a human involved? Can you reproduce the sequence?
If the answer is essentially “we don’t know - the model made the decision”, the bank has a nightmare and the insurer will balk. It can’t determine causality, negligence, controls, or even whether the same thing could happen tomorrow.
But suppose the software has an immutable audit trail:
Prompt → context → model → reasoning/action path → tool calls → data accessed → permissions → output → human approvals → final action
Now the loss is inspectable. An insurer can underwrite it much more like conventional operational risk.
Software that keeps a traceable record of what it did and why is how a regulated business answers these questions.
This is the part we build: https://t.co/OZWHKVxQRH
Like the EV Auto and Rocket Launch industries, the satellite communications legacy companies refused to innovate and got clobbered by @elonmusk. All you have to do is read the brilliant 1997 book The Innovators Dilemma by Christensen - it's all there:
1) New entrants introduce a disruptive technology that looks unattractive to the leaders.
2) Incumbents rationally deprioritize it because the "economics don't work".
3) The disruptors improve the technology while serving the low end or new markets.
4) Eventually the disruptive product becomes “good enough” for mainstream customers, and the incumbents are too late.
Unfortunately, it's not over for traditional satellite communications companies. I still think that GEO satellites will have to be re-valued down - especially once Amazon LEO comes online. It will be a multi-LEO world for all "one-to-one" satellite services - GEO will still have the upper hand on "one-to-many" services like broadcasting - which is a much smaller market.
Brilliant messaging from an AI company. Positive, efficient, entertaining, tells the story, compelling - just missing a CTA. This is how AI companies should be positioning - as compared to the fear and regulation capture baiting I see so often.
We just raised a $150M Series C at a $1.2B valuation led by Prysm Capital and co-led by @eurazeo. 🦄
Two years ago we deployed one voice agent in a US freight broker. Today, we’ve deployed a full platform in over 150 enterprises globally across supply chain, energy and utilities, telecom, insurance and airlines. 5x growth since our Series B.
Some of those incredible customers include @DHLGlobal , @Kuehne_Nagel, @Naturgy, @Repsol, and @Uber.
We’re building Enterprise Superintelligence: the state where an organization's collective intelligence compounds as agents and humans learn from one another.
And it starts by deploying your first agent. Much like that first agent we deployed two years ago.
Thank you Prysm and Eurazeo. And to @a16z, @Base10Partners, and @ycombinator for doubling down.
Thank you to the 200 @HappyRobot folks who worked so hard to make this happen. If you need us, we’ll be heads down, building a world where things just work. ▶️
& Thank you to our strategic investors including including @DisruptiveKoch, @orange, https://t.co/lDMJ8JUKIo (@deutschetelekom), @Bankinter, @endeavor_global, @Kfundvc and Wave-X.
SPACEX: According to local reports, the final stages of a deal are in place for SpaceX to build the new spaceport on Pecan Island in Vermilion Parish, Louisiana, and Governor Jeff Landry is expected to make an announcement this month.
SpaceX would gain control of the land through a coastal lawsuit settlement in which ExxonMobil turns over property it has owned since the 1950s. Included in the deal are coastal restoration provisions.
The sparsely populated site offers Gulf and Intracoastal Waterway access for barges, a midpoint location between Starbase and the Florida Space Coast, and natural gas supplies. Only a fraction of the over 130k acers would be used for actual launch infrastructure, with the rest as a buffer.
If this is true, the project will undoubtedly create thousands of jobs. Louisiana has passed liability protections for aerospace operations, and the FAA recently proposed waiving more than a dozen environmental laws for launch licenses.
The location will support orbital launches and is the perfect spot for SpaceX to launch Starmind AI Datacenters to sun-synch orbit.
@kevinolearytv Great list - Totally agree on Aja. You don't need an expensive set up; a decent amp, turntable and old school speakers - it's just awesome. I don't know why this album is not at/near the top of every list.
@bgurley@jeremyakahn This incident, in particular, seems very convenient for OpenAI. It meets two objectives and shows that; 1) its "as dangerous/capable" as Mythos, and 2) advances regulatory capture.