AR + voice isn't just another interface—it's how we'll finally break free from screens. When your hands are busy but your mind isn't, that's where the magic happens. We're not building better apps, we're building invisible computing.
The greatest interfaces are the ones you forget are there. For decades, we've built around screens, lenses, and wearables, but real magic happens when technology and form factor disappears. That's what we've been building at @vicariousxr, and today, we're opening up our hardware beta to everyone in the US and Latin America. The next chapter in reality doesn't hang off your face, it is the ambient hologram and the hardware behind it. And we're building it because dreams matter.
I am back on @Medium today after a year and a half! For my 27th birthday, here’s a letter to any founders in the dark this time of year. You’re worth it. https://t.co/z3FUfB0Wnt
most ppl completely misunderstand what storytelling means in this era. let me explain in very very simple terms.
storytelling is not marketing (people are very confused by this), in fact it’s not really a marketing role at all. people think journalists can be story tellers (maybe, but not really).
ppl think it’s creating ai slop, posting to x, creating launch videos, or brand theater. nope. this is pure garbage most of the time.
real storytelling is a product & technology function. the real *why* behind anything you do or build.
steve jobs was the one of the greatest story tellers ever. look at how he talks about a very simple new feature (the proximity sensor) on the original iphone. before iphone very few phones had it. look at crispness of he talks about a tiny thing… why does this exist? why should you care? then answers them in ~20 seconds flat.
the explanation is emotional, practical, & instantly relatable. you feel smart for understanding it. you think, “oh of course.”
this moment is storytelling.
it compresses complexity into legibility. it turns engineering decisions into human meaning. that’s the storytelling craft. none of it is persuasion, & it’s certainly not hype. just pure sense making.
this is why great founders are the greatest marketers. one explains what you should buy. the other explains why reality had to be this way.
Everyone’s focused on the $400 million battery price tag. That misses the point entirely.
xAI just told you power is now the binding constraint on AI training, and most people haven’t repriced what that means.
The math: Colossus 2 needs 1+ gigawatts to run at full capacity. That’s 40% of Memphis’s peak summer demand for one building. Grid interconnection queues now average 8+ years. Gas turbine delivery has stretched from 2 years to 4.5 years. xAI’s answer? Buy $400M in batteries, acquire a decommissioned Duke Energy plant across the state line in Mississippi, install 7 Titan-350 turbines generating 250MW, and build your own substations rather than wait for the utility.
They’re not buying batteries for backup. They’re buying time.
A Megapack stores 3.9 MWh. At $266/kWh, Tesla’s selling 420 units for roughly $950K each wholesale. But the value proposition isn’t the sticker price. It’s that GPUs sitting unpowered still depreciate. Satya Nadella said it directly: he doesn’t want to get stuck with “four or five years of depreciation on one generation” of chips. xAI has the same problem, but worse. They’ve got 110,000 GB200 NVL72 GPUs at Colossus 2 alone, each requiring power to generate any return.
Every day a GPU doesn’t train, you’re paying depreciation without generating value. That’s the real cost.
This tells you something critical about the AI infrastructure race: the winners won’t be whoever has the most GPUs. It’ll be whoever can power them first. Microsoft has chips sitting idle in data centers right now because they can’t get enough electricity. OpenAI, Meta, Anthropic all face the same constraint.
xAI’s edge isn’t capital or even Nvidia allocations. It’s that Musk can deploy Tesla batteries, buy gas plants, and build infrastructure outside normal permitting timelines. The 122-day Colossus 1 build wasn’t a fluke. It was a proof of concept that you can move faster than the grid if you’re willing to go around it.
The Megapacks aren’t a battery backup. They’re a bypass.
@Andercot I agree, but not L2. It should be at L5.
It’s easy to miss, but Earth-Moon has its own lagrange points (this image just shows sun-centric)
E-M L5 was advocated by O’Neill in 1974 as the ideal home for high mass. The transfer’s fast & low impulse, I detailed this to @TechCrunch
Thank you, Mr. President @POTUS, for this opportunity. It will be an honor to serve my country under your leadership. I am also very grateful to @SecDuffy, who skillfully oversees @NASA alongside his many other responsibilities.
The support from the space-loving community has been overwhelming. I am not sure how I earned the trust of so many, but I will do everything I can to live up to those expectations.
To the innovators building the orbital economy, to the scientists pursuing breakthrough discoveries and to dreamers across the world eager for a return to the Moon and the grand journey beyond--these are the most exciting times since the dawn of the space age-- and I truly believe the future we have all been waiting for will soon become reality.
And to the best and brightest at NASA, and to all the commercial and international partners, we have an extraordinary responsibility--but the clock is running. The journey is never easy, but it is time to inspire the world once again to achieve the near-impossible--to undertake and accomplish big, bold endeavors in space...and when we do, we will make life better here at home and challenge the next generation to go even further.
NASA will never be a caretaker of history--but will forever make history.
Godspeed, President Donald J. Trump, and Godspeed NASA, as America leads the greatest adventure in human history 🇺🇸