Muah Davis (ai/tech)

Intel's CTO explains why Intel is helping Elon Musk build his own chip factory: Musk: "We either build the Terafab or we don't have the chips. And we need the chips, so we're going to build the Terafab." Ranade: "He's seeing just an enormous increase in demand for silicon, for compute and for memory. He came to the conclusion that his own businesses are going to require a lot of silicon. So he thought maybe he should just do it all on his own." "Unlike building a car, this is such an intricate and complicated process. We thought we could work together to help accelerate his bringing up his fab." Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Elon Musk was asked why he really built SpaceX and Tesla: "SpaceX and Tesla are fundamentally intended to improve the probability that the future is good" Tesla: "accelerating sustainable energy" SpaceX: "making life multi-planetary and providing global internet through Starlink" "These are fundamental goods. The good of those companies will far exceed anything that I do from a charitable standpoint" Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Elon Musk called the AI chip shortage years ago. Now he's calling the next two shortages: "A few years ago, I made a very obvious prediction, which is that the limitation on AI will be chips, and it's still chips kind of chips today, then it will be electrical equipment." "You need to step down transformers and a lot of them and a lot of cabling and wiring and fuses. And the electrical transformer industry is not used to big changes in demand." "And then as we solve the transformer shortage, there will be the fundamental electricity generation shortage. We're getting there soon." Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Peter Thiel says the name of your company predicts whether it lives or dies: "The names of companies are often very predictive of future failure or success." "PayPal was a very friendly name — it was the friend that helps you pay. Napster was a bad name — you nap some music, you nap a kid. It's no wonder the government then comes in and shuts the company down within a few years." "Airbnb sounds very innocent like this virtual bread and breakfast. Uber sounds like a bad name from Germany sometime in the 1930s. What are you exactly above? Maybe the law?" "There's a certain version where the whole arc of the company and the whole product arc was implicit in the names." Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Jensen Huang says every car in the world will drive itself. Not most. Not new ones. Every car in the world will become autonomous. Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

A man with ALS just got his voice back through Neuralink. Terry was diagnosed in 2024. Now he speaks using only his thoughts. The implant turns his brain signals into words, and Grok Voice rebuilds his own natural voice. Watch him hear himself speak again. Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Jason Calacanis says Sam Altman poked the tiger, and now Jensen Huang is coming for OpenAI: "I think Jensen is going all in on open source based on these two acquisitions, Hugging Face and Poolside. I think Sam Altman poked the tiger." "He had done that huge $100 billion deal with Nvidia back in 2025. Then he announced the AMD deal. Jensen was clearly not pleased about that." "I think he's speed-running open source, and you're going to be able to buy your entire stack from Nvidia next year. He is going to own open source." Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

In a single day, SpaceX turned 4,400 of its employees into millionaires. 400 of them are now worth more than $100 million. They aren't VCs. The list includes welders, technicians and cafeteria staff, because for two decades SpaceX paid every level of its workforce in stock. Juan Hernandez took a $28-an-hour contract welding job in 2015 without knowing what SpaceX was. His $10,000 equity grant plus payroll share purchases are now worth $880,000. Trevor Hise stayed 12 years and built up over 100,000 shares, worth $13.5 million at the $135 listing price. He's 37 and semiretired: "The magnitude of this has been ridiculous." Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Alexandr Wang runs Meta's superintelligence lab with more than 200 people reporting directly to him. On purpose: "Yeah, I think more than 200." "One of the design principles around this was making it very flat. Effectively, all the research that we hired into this group called TBD, they report directly to me." "TBD is like literally anti-bureaucracy." "I would be lying if I said I was the best manager to more than 200 people." "They don't need managers. They need a great environment." Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Jensen Huang tells a room of tech CEOs where to go next. Jensen: "Just follow me." Marc Benioff, CEO of Salesforce: "We're all following you, bro." The most honest summary of the AI industry right now. Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Midway through an interview about the risks of AI, Elon Musk pauses to check his phone. At the start, he'd warned the reporters: "I might occasionally just stop and check for any emergencies coming through." Then he looks down, goes quiet, and gets up. His only explanation: "I have Bolero stuck in my head." Even mid-interview, he never fully stops watching what's happening at his companies. Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Elon Musk at the G20 Summit put a number on AI, and a deadline on human coders: "AI will increase the global economy by 20% to 30%, or about $20 trillion to $30 trillion per year." "By the end of next year, AI could do anything digital, and humans may no longer be able to compete with it in writing software at all." Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

Mark Zuckerberg says Apple hasn't invented anything great since the iPhone, and someone is going to beat them: "They haven't really invented anything great in a while. Steve Jobs invented the iPhone, and now they're kind of sitting on it 20 years later" "Year over year, I'm not even sure they're selling more iPhones at this point. Part of it is that each generation doesn't actually get that much better, so people are taking longer to upgrade" "They built stuff like AirPods, which are cool, but they've thoroughly hamstrung the ability for anyone else to build something that can connect to the iPhone" "Eventually they'll get beat by someone" Interested in AI? Follow @MuahDavis and never fall behind. I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.

A psychopathic sense of urgency with every work-life balance guru:

The best gift you could ever give your children is being a fit parent.

enough internet for today

Most adult men have no business being over 200 pounds.

doing this with your parents will change your later years

This article should have 100M views.