It’s sad to see such a just cause turn into political theater from some of our most talented youth. My bet is most don’t even understand what they’re protesting.
As someone who has personally volunteered a summer to teach programming to Palestinian youth in Jerusalem & gone viral on X in support of the Palestinian cause I understand the sentiment but this isn’t it.
Walking out on an alumnus who can share so much from his experience & who has no involvement/influence on US foreign policy doesn’t help anyone in Gaza.
Stanford grads walk out as Google CEO Sundar Pichai takes the stage as commencement speaker. No mention of AI, unlike other uni speakers getting booed down this year. Story for @sfgate shortly
Great story, a veteran mechanic at my local Tesla Service Center told me he experienced something similar.
What makes Tesla/SpaceX unique isn't just the mission but also how they’re broadening the skillset that gets rewarded from the American AI/Tech boom.
It’s a good template for the future of our workforce that our government can learn from.
bro immigrated from Mexico and took a $28/hr contract welding job in 2015.
didn't even know what SpaceX was.
they gave him $10,000 in stock and let him buy more through payroll deductions.
that stake is now worth $880,000.
and he's one of 4,400 employees who became millionaires on Friday. welders. technicians. cafeteria staff.
Wow, dangerous precedent to treat AI Models like a state secret or military weapon.
Restricting access by nationality will have huge impact on our research community & American competitiveness for talent.
Hope this gets resolved quickly & we find a more appropriate measure for future safety incidents.
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: https://t.co/bwn0sximKZ
Narrator: "Cursor was in fact not worthless & was acquired for $60B by SpaceXAI"
My bet is SpaceXAI will also buy @__tinygrad__ to strengthen their infra team for ultra fast inference on the Tesla AI5 chip.
Would be a killer team.
"You can break AI down into 5 tiers." - George Hotz
"Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5."
"OpenAI and Anthropic will eat all the value from the Cursors and Windsurfs of the world. I argue that the tier 4s (OpenAI/Anthropic) aren't even going to have value."
From his June 2025 appearance, @realGeorgeHotz
really raised eyebrows with this clip when it hit the timeline.
you're telling me anthropic & google are paying spacex ~$26b a year for compute?!!
this is more than half the run rate of openai & anthropic just from compute deals & that doesn't even factor in the rocket launches at all.
elon accidentally ended up owning a significant portion of three of the scarcest assets in ai.. power, chips, & physical deployment capability. the best lesson here is that if you’re selling picks & shovels during a gold rush, you don’t necessarily need to find the gold. you just need everyone else to keep digging. & also non software elon is pretty much unstoppable, like prime michael jordan type thing.
$100k for unlimited tokens for the average developer would be a steal.
Will be interesting to see if model developers start racing to optimize for this setup & what type of performance they can get in the real world.
Introducing NVIDIA DGX Station for Windows, the world's most powerful deskside AI supercomputer with Windows powered by NVIDIA GB300.
✅ Run frontier AI models with up to 1 trillion parameters locally
✅ Build and run secure AI agents on Windows with NVIDIA OpenShell
✅ Built by @ASUS, @Dell, @GIGABYTE, @HP, @msigaming, and @Supermicro
#NVIDIAGTC https://t.co/82tqvvNzJU
The @Tesla also drives itself...
14 year since its release and ultimate retirement there is still no manufacturer that can build a car better than the Model S at any cost.
Not even Ferrari.
@SpaceX probably has the same level lead with rockets.
Thinking about the 2011 seminal essay from @pmarca essay about "Software eating the world."
AI is just a continuation of the same trend in 2026. It's now rapidly accelerating because the software is writing itself & unconstrained by human labor.
Moat: We build a 400ft reusable rocket
@SpaceX is such an incredible company - they’re going to have a monopoly on all space transport for the next decade.
Anyone who wants to get something to space at low cost will go through SpaceX.
Today, we introduced Gemini Intelligence, which brings the best of Gemini to our most advanced devices.
Gemini Intelligence integrates premium hardware and innovative software to help you stay a step ahead and work proactively to get things done throughout your day. #TheAndroidShow
He's right. Many use cases like hotels, shopping, & flights are not ones where efficiency is the #1 priority. There is often no one right answer.
People want to explore & browse - they don't want AI to just give them a best guess at the answer.
The next-gen UI will look more like a hybrid than a straight chat interface.
Excited to see how this plays out.
Great to see Jensen give the commencement at my alma mater @CarnegieMellon.
His optimistic outlook on AI & encouragement for young folks to embrace change is exactly what new grads need to hear. Especially given all the doomer noise.
Jensen Huang, Founder and CEO of @NVIDIA, delivered the keynote at Carnegie Mellon’s 2026 Commencement and received an honorary Doctor of Science and Technology degree. His work has helped shape modern computing and the era of #AI. More from Commencement: https://t.co/12Loke7GUC
I wish X would let premium paid users control content type in their feed.
I know short form tiktok style videos drive engagement/time spent, but it takes away from what makes X so much better than traditional social media.
I've been using OpenClaw as an alternative interface for X to avoid it.
@nikitabier Offer this as a feature for your power users.
This actually makes Cursor more valuable to SpaceXAI.
Guarantees Cursor will maintain model neutrality under SpaceX (i.e. Anthropic is a partner) while still being able to develop their own models with control on which one to promote.
SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → https://t.co/nfDR9S822L
Great insight from @michaelfertik on CNBC on the @SpaceX + @cursor_ai deal.
Only in America could two NYC MIT grads team up with their Pakistani & Swedish classmates to found a company that gets bought by an immigrant entrepreneur from South Africa for $60B.
Important lesson there for immigration policy & proud moment for all Pakistanis in tech! 🇺🇸
Unexpected side effect of the AI desktop era (Gemini, Claude Code, Codex, Cursor): A massive tailwind for the Mac in Enterprise.
Unix compatible tool use, polished UX with better hardware gives Apple a huge advantage.
If I was Apple I'd start working closely with model makers now to unlock local inference with the next-gen of Apple Silicon🍎🤖.