Hanging out with strangers

 

Bitcoin Teddy

@Bitcoin_Teddy

Elon Musk told a story that should terrify every AI company on Earth. His son Saxon is autistic. Saxon couldn’t understand why the family went to restaurants. You can get the same food delivered. You can call your friends over. You can eat better at home for half the price. So why go? Musk: “He had an epiphany and said, ‘Oh, the reason people go to restaurants is to hang out with strangers.’” A kid who takes the world literally just decoded something the rest of us never thought to question. We like being around people we’ll never know. Look at what we already built. Delivery apps so you never wait in line. Remote work so you never share an office. Self-checkout so you never talk to a cashier. Every innovation of the last 20 years was a bet against human proximity. Every one paid off. Until it didn’t. Loneliness is now a public health emergency. Depression has doubled since the smartphone. The average American has fewer close friends than any generation in history. We didn’t remove friction. We removed the thing friction was hiding. Now look at what’s coming. AI agents that handle your emails. AI companions that replace your conversations. AI assistants that make every human interaction optional. Same playbook. Same bet. Except this time we’re not engineering out strangers. We’re engineering out humans entirely. The coffee shop where nobody knows your name. The subway where no one speaks. The restaurant where you’ll never see that couple again. Those aren’t failed connections. They’re the background radiation of belonging. We don’t just need people who know us. We need to exist in rooms full of people who don’t. That’s what a kid understood at a dinner table that billion-dollar companies still can’t grasp in a boardroom. We spent 20 years building a world you never have to show up to. AI is about to finish the job. And nothing it builds will ever replicate sitting in a room full of strangers and not feeling alone.

Parental rights in schools

 

 Ronald Carter

@USronaldcarter

SCOTUS JUST PUBLISHED THE EXACT LIST OF RIGHTS PARENTS NOW HAVE IF A SCHOOL TRIES TO BLOCK THEM OUT Not vague victories. Not "parents win somehow." NAMED PROTECTIONS. SPECIFIC REQUIREMENTS. School by school. Advance notice — schools must tell parents BEFORE exposing children to the challenged books Opt-out right — parents can excuse their children from that specific instruction Free Exercise protection — forcing children into lessons that "pose a very real threat of undermining" religious beliefs is unconstitutional Preliminary injunction — this is ACTIVE NOW, not pending a future ruling Montgomery County, MD — the specific district that started this must comply immediately 4th Circuit overruled — the lower court that sided with the school board was reversed Elementary grades targeted — the ruling applies to the LGBTQ+-inclusive storybooks in elementary English classes Nationwide signal — any district with a no-opt-out policy on religious-conflict content now faces the same legal exposure Administrative burden — schools must build notification and opt-out systems before the 2025-2026 year begins Case continues — the injunction holds while the full lawsuit plays out in lower courts 6-3 vote Majority: Roberts, Thomas, Alito, Gorsuch, Kavanaugh, Barrett ZERO deference to the school board's "no opt-out" policy 100% parental religious exercise — that is what the court protected Every protection on this list belongs to parents. Not administrators. PARENTS. Justice Sotomayor warned this "will be chaos for this Nation's public schools." These are the rights that caused that chaos.

https://x.com/USronaldcarter/status/2063503086497239110?s=20

an entire economic class being born

 

Bitcoin Teddy

@Bitcoin_Teddy

Mark Cuban just described the largest wealth transfer of the AI era. Almost nobody understood what he said.

Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.” Not tech startups. The shoe store. The regional trucking outfit. The accounting firm with 12 employees. The businesses that actually run the physical economy. They know AI is coming. They have no idea what to do with it. Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.” Software is dead. The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever. AI ends the contract. The business stops bending to the software. The intelligence bends to the business. But customized by whom. The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is. Cuban: “Who’s going to do it for them?” That question is worth more than the frontier models themselves. Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer. Let them fight. Let them burn the capital. Let them drive the cost of raw intelligence toward zero. Because the wealth does not collect where the brain is built. It collects where the brain meets the business. Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic. Cuban is staring at the other 99 percent of the economy. Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates. Walk through the door. Understand their problems. Wire the intelligence directly into their revenue. That is not a job title. That is an entire economic class being born. You do not need to build the brain. You need to build the nervous system. The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in. 33 million companies are standing in the dark right now. Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

The Space X energy story

 

Milk Road AI

@MilkRoadAI

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

GeniusThinking

@GeniusGTX

Elon Musk says one millionth of the Sun's energy is 100,000x Earth's economy. For a century, every advance had run on a tiny fraction of the Sun's output. Coal. Oil. Natural gas. Solar panels. Combined, they powered everything every human had ever built. The total: about half a billionth of what hit the planet each day. "Earth only receives about half a billionth of the Sun's energy." Then Musk pulled up the Kardashev scale. "The Sun is essentially all the energy." He named the framework: the Kardashev scale. A Soviet astronomer's idea from 1964, repurposed for AI scaling. Musk, who needed a terawatt a year, knew civilization ran on a rounding error. A Kardashev Type I civilization harnesses all the energy that reaches its home planet, a Type II harnesses the full output of its star, and Earth in 2026 sat at neither. Earth was nowhere close to Type I. Not 1%. Not 0.1%. Not 0.001%. "Let's say you wanted to harness a millionth of the sun's energy, which sounds pretty small. That would be about, call it roughly, 100,000x more electricity than we currently generate on Earth for all of civilization." A million times Earth's economy. From one millionth of the Sun. Take a billionth and you still have a thousand-Earth economy. After Musk did the math, modular nuclear reactors looked like rounding errors. Musk, on what scale required: "Obviously, the only way to scale is to go to space with solar." What if your industry's "ambitious" goal is barely the first percent of what's possible?