Tim Defuria

Community-first leadership in Santa Monica
Climate action & sustainable transportation
he/him 🏳️‍🌈🌎

[City of West Hollywood @WeHoCity]

Read the full statement at https://t.co/6dCAzl6wSI.

[Jason Luongo @JasonL_Capital]

NVIDIA is telling you exactly where to invest with its new 800V DC power architecture.

The old 48V system can't keep up. 800V reduces copper usage by 45%, cuts the power chain from 5 conversion stages to 2, and cuts power delivery losses in half.

These 7 companies are building the power layer underneath it all.

1. $ON - onsemi

SiC and GaN chips for high-voltage power conversion across AI and EVs. AI data center revenue nearly doubled YoY and is expected to double again in 2026. The key number: their content per AI rack scales from $15,000 today to $115,000 in next-gen 800V architectures. A 7.7x increase per rack deployed.

[Tim Defuria @TimDefuria]

Was one of the first passengers to ride @Waymo 2.5 years ago in @santamonicacity. All car trips around Santa Monica have been done via Waymo ever since. Been seeing the Ojai’s drive around town and I’m beyond excited to see it will soon be open to riders! Thank you Waymo team!

[Waymo @Waymo]

Our fleet is expanding! ✨ Meet Ojai, powered by our sixth-gen Waymo Driver. Welcoming riders soon in LA, Phoenix, and San Francisco.

[The Analyst @MMatters22596]

$NVDA has invested over $6B into photonics companies to accalerate the buildout.

Here are 5 pure-play companies that have 10x potential👇

[KTLA @KTLA]

Riders can take the Beach Bus to Santa Monica for just a few dollars round trip. https://t.co/md2jlR0gBZ

[Tim Defuria @TimDefuria]

Happy Bike Day! My bike tire was flat this morning, but Metro is providing FREE car-free options to get around today! Thanks for the free bus ride @metrolosangeles! Taking the bus to @DTSantaMonica to meet up at the bike pit stop @santamonicacity City Hall. 🚍🚲🌎 #bikeday

[Metro Los Angeles @metrolosangeles]

Tomorrow, May 21 is Bike Day! Enjoy free rides across bus, rail, Bike Share & Metro Micro. 🚲

Ride your way with Metro, so bring your bike, use Bike Share, or park at lockers, hubs & sheds.

More info: https://t.co/Bmqr742k9j

[Spina Kicks🥇 @Spinaaaaa17]

THIS IS ABSOLUTELY MIND-BLOWING👀👀

[Santa Monica Mirror @SMMirror]

ESPN plans a large free fan activation on the Santa Monica Pier featuring interactive games, immersive experiences and family-friendly activities.

https://t.co/ZsQ2aaPeUJ

[Councilwoman Katy Yaroslavsky @CD5LosAngeles]

It’s here! The Metro D Line Extension is open today, free rides all weekend!!

[California Post @californiapost]

Billion-dollar outdoor project bigger than Central Park coming to Southern California as plans revealed https://t.co/G4wWZTLrm9

[Barack Obama @BarackObama]

It was great talking to Stephen and the inspiring young people we’ve worked with at the @ObamaFoundation on the @ColbertLateShow.

When the Obama Presidential Center opens this June 19, my hope is that this will be a place where people can come together to meet, learn, and work with each other to create change in their communities. Learn more at https://t.co/ahkDMKalIn.

[Mike Investing @MrMikeInvesting]

We are currently in a “once in a lifetime” AI super cycle…

Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM

Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL

The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD

Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS

Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT

Many will make generational wealth from this AI super cycle over the next 7 months.

Save this to look back on later…

[Tim Defuria @TimDefuria]

Ouch….

[Secretary Sean Duffy @SecDuffy]

Nice job, Pete.

[Santa Monica Mirror @SMMirror]

Don't get ticketed: New bike lane rules in effect.

https://t.co/L1euPVkuCY

[Barack Obama @BarackObama]

Today’s Supreme Court decision effectively guts a key pillar of the Voting Rights Act, freeing state legislatures to gerrymander legislative districts to systematically dilute and weaken the voting power of racial minorities - so long as they do it under the guise of “partisanship” rather than explicit “racial bias.” And it serves as just one more example of how a majority of the current Court seems intent on abandoning its vital role in ensuring equal participation in our democracy and protecting the rights of minority groups against majority overreach.

The good news is that such setbacks can be overcome. But that will only happen if citizens across the country who cherish our democratic ideals continue to mobilize and vote in record numbers - not just in the upcoming midterms or in high profile races, but in every election and every level.

[Santa Monica Daily Press (SMDP) @smdailypress]

Pacific Park on the Santa Monica Pier will illuminate its iconic solar-powered Ferris wheel with vibrant green and blue lighting for Earth Day 2026.

Read the details at https://t.co/6CB4krC39y

#santamonica #smdp #earthday #earthday2026

[Tim Defuria @TimDefuria]

🤦🏻‍♂️

[The Wall Street Journal @WSJ]

Jeff Bezos’s rocket company said a satellite from customer AST SpaceMobile was deployed into an incorrect orbit. https://t.co/K6FcZkNIIj

[The Associated Press @AP]

BREAKING: A jury finds that Ticketmaster and Live Nation had an anticompetitive monopoly over big concert venues. https://t.co/s5xWrjAfYq

[Tim Defuria @TimDefuria]

Imagine that. Build more housing and rents go down.

[Santa Monica Daily Press (SMDP) @smdailypress]

Rents in Santa Monica have fallen faster than in any other city in the Los Angeles metro area over the past year.

Read the impact of it on Santa Monica here https://t.co/YchTsV9V68

#smdp #santamonicarents #rents #property

[Barack Obama @BarackObama]

What the Artemis II astronauts did over the last 10 days was a testament to their bravery. And the fact that they traveled farther from Earth than anyone ever has, re-entered our atmosphere at more than 24,000 mph, and splashed down safely was a testament to human ingenuity. Thanks to everyone at @NASA for making this mission possible, and for taking us along for the ride.