MY OPEN LETTER TO PRESIDENT TRUMP
The frustrating part is that I was on board for a reset. Truly. I’ve said it publicly. I’ve written about it in this very feed. I understood the need for a detox. For decades, the U.S. economy played the part of the rich guy at the table --
Elon Musk says $TSLA will build a 1M-unit Optimus line in Fremont and a 10M-unit line at Giga Texas.
If that capacity materializes then it would mark the first time in history a company has industrialized humanoid robotics at automotive scale.
$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.