Hoping to be financial free for retirement around 2028 with my wife, with our US Portfolio $TSLA heavy.
In @elonmusk we TRUST and believe to lead us well❣️💯💵
🗣️ Carrick: "Shea [Lacey] made his debut as a starter and scored; he's a fantastic lad. He does everything right, he wants to do well, he wants to learn. He waited for his chance, he was ready, and he gave himself every means to seize that opportunity when it came along. It's fantastic to see someone so invested in the club." #mufc
BREAKING: Canada is getting its first Tesla Megawatt Charging System sites. 🇨🇦⚡️
R.R. Plett Trucking will begin installing Tesla’s 1.2 MW chargers in Langley and Kamloops next month.
• 12 Tesla Semi trucks on order
• Deliveries expected June 2027
• Charging time could drop from ~3 hours to ~30 minutes
• Plans underway to electrify the Vancouver–Calgary trucking corridor
The MCS network is being built to enable double-shift operations and support longer-haul electric trucking. 🚛🔋
Source: Electric Autonomy
Macrohard is Elon’s bet that a software company can be run by machines.
• The name is a joke on Microsoft. The design is not.
• Grok sits on top and decides. A Tesla agent sits underneath and uses the computer.
• The agent watches the last few seconds of the screen, then moves the mouse and types.
• System 2 thinks. System 1 acts.
• He said that stack can run on a $650 AI4 chip and only call the expensive Nvidia boxes when it has to.
If the product is bits, not steel, you should not need a building full of people to ship it. Code, support, design, billing. Agents do the work. Humans set the goal.
What shipped is the first floor. Grok Bot already has a computer, memory, tools, and now a voice. Three people at SpaceXAI even tried to stand a company up with it on camera. That is useful. That is not yet a firm that runs itself.
The hard half is still the eyes. Watching a live desktop and not getting lost is a different problem from answering in a chat. Until that layer is boring and cheap, Macrohard is a roof painted on Colossus, not a product you can buy.
Here is what I expect.
The teammate keeps eating small jobs first. Research, mail, code review, night shifts nobody wants. Companies will rent that long before they fire a department.
The full “emulate Microsoft” line slips. Names like that always do. Cursor, Grok Build, and Bot will carry the work while the screen agent catches up.
The Tesla twist is the part most people skip. He already said a parked AI4 car can do office work. Superchargers have power sitting there at night. If that is real, the compute is not only in Memphis. It is in the lot.
Microsoft does not vanish. What changes is the cost of a digital worker. When that cost falls far enough, you do not replace the logo. You stop hiring the next ten people.
Macrohard becomes the name over that stack, or it fades and Bot keeps the customers. Either way the direction is the same. Software firms get smaller. The ones that win are the ones that let the agent finish the job.
$SPX monthly since 2009:
Octobers: 10 greens, 7 reds
Novembers: 14 greens, 3 reds
Decembers: 11 greens, 6 reds
Keep in mind 4 of the 7 October reds were really shallow.
Also all 3 of the November reds were really shallow.
And 3 of the 6 December reds were really shallow.
So all in all, since 2009, out of 51 total monthly Q4 sample sizes, we only saw 6 notable drawdowns. Or about 11% of the time.
Enjoy.
Nvidia CEO Jensen Huang said he thinks there is a 0% chance that the world will end in 2030 due to AI
Jensen said he thinks the people saying this have “ulterior reasons”
$AMD is up enough since this post back in 2021, but it’s also fallen 50%+ twice and every time most investors gave up on the stock
If you want to truly make money, give yourself the luxury of a long investment horizon
🗣️ Carrick on Lacey's goal: "It was incredible for Shea, his family, and everyone at the academy. I've seen him do that several times over there [at Carrington]; it's his little trick of pulling the ball back onto his left foot. The result takes a bit of the beauty out of it, but in hindsight, I think he'll be able to be very proud of himself, because it was a big moment for him."
"That will motivate the other academy players. We'll see who can seize the next opportunity, because we're still eagerly awaiting the next one." #mufc
Downloading FSD 14.3.10!
Hoping this makes the camera clean warnings lessen. I did just clean my cameras today but I did not clean Stephanie's so we'll have a control 😂