@elonmusk@bot We need Grok Bot only plans that allow for 10x, 20x and 50x usage and the ability to assign usage limits per seat. It would also be great to have team plans or the ability to have different VM with different permissions and their own usage or allocated usage.
we have signed a deal for an additional 4.5 gigawatts of capacity with oracle as part of stargate. easy to throw around numbers, but this is a _gigantic_ infrastructure project.
some progress photos from abilene:
Mike Rowe: “We’ve been telling kids for 15 years to learn to code.”
“Well, AI is coming for the coders.”
“It’s not coming for the welders, the plumbers, the steamfitters, the pipefitters, the HVAC, or the electricians.”
“In Aspen, I sat and listened to Larry Fink say we need 500,000 electricians in the next couple of years—not hyperbole.”
“The BlueForge Alliance, who oversees our maritime industrial base—that’s 15,000 individual companies who are collectively charged with building and delivering nuclear-powered subs to the Navy … calls and says, we’re having a hell of a time finding tradespeople. Can you help?”
“I said, I don’t know, man … how many do you need? He says, 140,000.”
“These are our submarines. Things go hypersonic, a little sideways with China, Taiwan, our aircraft carriers are no longer the point of the spear. They’re vulnerable.”
“Our submarines matter, and these guys have a pinch point because they can’t find welders and electricians to get them built.”
“The automotive industry needs 80,000 collision repair and technicians.”
“Energy, I don’t even know what the number is, I hear 300,000, I hear 500,000.”
“There is a clear and present freakout going on right now. I’ve heard from six governors in the last six months. I’ve heard from the heads of major companies.”
@mikeroweworks
Current situation:
1. Stock market futures are down -15% in 3 days like we are in a depression
2. Oil prices are trading below $60 like demand has collapsed
3. Gold prices are down $180 in 2 sessions like there's a flight to cash
4. Bond prices are skyrocketing like the economy has halted
5. The Magnificent 7 Index is down -35% like AI hype is over
6. Sentiment is down to March 2020 levels like we are entering a lockdown
This is a mass flight to the sidelines.
Tariffs are not the story!
Since Trump took office in Jan 2025, the 10-year yield has dropped from 4.79% to 4.17%. Look how much it’s dropped today!
That 0.62% drop may not sound like much—until you realize the U.S. has $36.5 trillion in debt.
This is stealth refinancing on a historic scale.
Lower yields = trillions in interest savings.
More breathing room. Less inflationary pressure.
And the market is front-running it.
Everyone’s watching tariffs.
But this yield curve shift?
It’s the real game.
Trump isn’t just cutting spending—
he’s restructuring America’s balance sheet in real time.
BREAKING: Unrealized losses on investment securities for US banks reached $512.9 billion in Q2 2024.
This is 7 TIMES higher than at the peak of the 2008 Financial Crisis.
Q2 2024 also marked the 11th consecutive quarter of unrealized losses as interest rates continued to pressure the economy.
Bank of America, the second-largest lender in the US, now accounts for $110.8 billion of held-to-maturity securities with unrealized losses, or 20% of the total.
Meanwhile, the number of banks on the FDIC Problem Bank List increased to 66 in Q1 2024, or 1.5% of the aggregate.
Unrealized losses held by banks remain a major issue.
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So much here in this one post. This is why interest rate, development, zoning, building regulations, immigration, borders, and so much more matter. Really think about it…
The US construction industry can increase available housing by 1% to 2% per year.
But the US population is only 330M out of 8B.
So if just ~4% of Earth moves here, housing would need to double, which is impossible, causing a massive homeless problem and house prices to be astronomically unaffordable.
@shawngorham That’s a question a lot of brokers/agents are asking themselves right now. What’s the application/initiation fee to rejoin if you do let it go and change your mind down the road? I’ve seen some MLSs that are almost as much to join as it is to keep it for a whole year.
@CREforLife It’s amazing how AI can give us information like this with a simple one sentence prompt. Grok’s connection to X is so powerful because it can survey millions of people across the globe and give us the pulse of society in a matter of seconds.
If you’re interested in Commercial Real Estate (CRE), please follow @CREforLife. We will navigating the CRE landscape with expert insights, trends, and tips and focused on knowledge, connection and wealth creation. #CRELife
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