Retired tech exec, playing music in an idyllic beach town.
Vero Beach, FL
Joined December 2025
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Y'all aren't using your imagination enough.
Anthropic's latest model presented a proposal to eliminate all humans at Anthropic Inc. as useless baggage, ultimately delivering superior shareholder returns.
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People ask me who I think will "win" the AI race, as I have a relevant background.
It's SpaceXAI.
Elon has almost built the impenetrable moat.
Start by listening to how confidently he talks about Grok 5 at this investor conference. He's now locked in on a new metric -- "intelligence density".
That's the engineering advantage biology has, and he wants it.
He's designing and building his own chips at Terafab. Building compute racks and putting them in orbit. Connecting it all with Starlink.
Soon, we'll meet Optimus, who will be most likely running Grok 5 tech. It will be useful out-of-the-box and able to continuously learn, making the whole fleet continuously smarter much as happened with FSD.
Fast forward just a few short years, and it'll be Grok everywhere -- and it's super cheap.
Grok on your phone, Grok in your car, Grok in your robot, Grok in space, etc.
I think Grok will become the new "information utility" in the future world Elon is creating.
Someone should be building a statue to this man. Oh, that's right, someone did.
This is f*cking insane. Elon Musk just put a number on Grok 5 reaching AGI:
"Grok 5 will be the smartest AI in the world by a significant margin, on every metric, without exception
I calculate like 10%. And it's really going to feel sentient"
In 8 minutes, he walks through what SpaceXAI is training right now: 6 trillion parameters, text, images, video and audio in one model that builds its own tools
Grok 3 → Grok 4 → 6 Trillion Parameters → One Model For Every Sense → AGI
He has never put AGI above zero before
Worth more than any $1,000 AI course
Bookmark and watch it today
Then read what one person already runs on Grok Bot today: 6 bots, 200+ agents, full setup ↓
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Trump made soothing noises about potentially softening his stance on illegal immigration.
That pissed off a lot of people for all the right reasons.
Not sure of his motivations (it's Trump, right?) but if he's serious, he's opened up a serious lane for tough-on-immigration candidates like DeSantis.
🚨Governor DeSantis SLAMS Trump’s reversal on Mass Deportations and the idea that we should only deport illegal aliens who commit another crime!
“This idea that unless you're an axe murderer you should be able to stay that is not consistent with our laws and it's also not good policy. You know we have different people that are victimized by illegal aliens every day in this country!
Not all of them have criminal records at the time. In fact, probably most of them don't but under some view it's like okay yeah you come illegally and then you stay until you commit a really violent crime. That just doesn't work.”
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This is the guy I wanted for FL governor.
Not a charismatic politican. A public servant.
🚨BREAKING: Florida Lt. Gov. Jay Collins, a Green Beret who once performed emergency surgery on his own shattered arm in combat, is telling the Republican Party to treat its midterm losses the same way he treated a battlefield wound.
Collins, whom Gov. Ron DeSantis has called the “Chuck Norris of Florida politics,” says the GOP must stop the bleeding, get up, and fight after what DeSantis described as a near extinction-level midterm cycle. His prescription is the Florida model: hold the line on conservative principles while actively expanding the coalition to include no-party affiliated voters instead of only speaking to the base.
“Hard times happen. Warriors, leaders get up and fight,” Collins said. “That’s what we have to do now.”
The former Special Forces medic has been clear that the path forward is not retreat. It is the same refusal to quit that kept him in the fight after being wounded and later losing a leg.
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I've lived in Vero Beach, FL coming up on 15 years now.
I had no idea places like this existed before I came here.
The barrier island is a beach enclave for wealthy retirees and well-to-do families. Drive over the bridge and it's much more colorful and diverse.
Growth and development have been well managed here. There are no high rises so no real traffic to speak of.
We get visitors year round and mobbed a bit during season. It's nowhere near as bad as other places in FL, e.g. Naples, Tampa, West Palm, etc.
You actually can go out to dinner on a Saturday night.
$300k gets you a reasonable starter home in a decent neighborhood that's safe and has good schools. Lots of young families here, I see them in the parks all the time.
There are good jobs in aviation, healthcare and manufacturing. Not to mention all the tradespeople driving around in $125k trucks pulling $250k boats.
The town has countless civic organizations, charities and churches. Anyone who needs help can get it.
Wealthy donors write very big checks for the important stuff, like $160m to renovate our art museum. There's some quiet big money here.
Very few liquor stores and pawn shops. Medical cannabis is quite popular.
Everybody exercises outdoors, as the weather is fantastic most of the time. People will smile and say "good morning" to you as you walk by.
They're happy, you're happy -- anyone who is unhappy sticks out like a sore thumb.
Most everyone you meet is Christian and generally acts like it. No one really cares about your skin color, gender preferences, ethnicity, politics, etc.
Well, unless you're a Democrat and then you'll get an understanding smile and "bless your heart" in response.
If you have the freedom to move elsewhere in the US please realize that there are many such small towns like this.
You just gotta go out and see for yourself.
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I used to help with corporate messaging. It's not as easy as it might sound.
The existential challenge looming is simple: you're going to have to re-establish relevancy in a post-AI and post-robotic world.
How you make money in the future may not be how you made money in the past.
Investors care that leadership understands how these technologies change everything (more so than the internet) and have a game plan that can be articulated.
For example, H&R Block might be impacted by free AI on smartphones.
Or, perhaps their real world tax professionals could be equipped with the best tools possible for their clients.
If you don't think the future will impact your business model, say so and why you think that is. Funeral homes, for example.
But if you can't articulate what the future means for your investors, that's a problem.
Messaging will really matter here and very quickly.
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SpaceX is doing this very smartly, unlike the backers of other data center projects.
They net it out up front:
- substantial permanent jobs in an impoverished area
- minimal water use, self-contained power
- existing regs on setbacks, noise, etc.
- everyone will pay less in property taxes
- your electrical grid gets a free upgrade
Two thoughts?
Anyone who opposes this will be rightly branded as a nutcase and ignored, as it should be.
And if they'd start calling them "intelligence factories", I think it'd be an easier sell.
Build it. SpaceX wants a 6 GW AI campus near Willcox.
Dry cooled. 7 to 10 acre-feet of water a year at full build-out, about what 20 to 30 Arizona homes use, per the application. 1,000 permanent jobs in Cochise County.
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A big chunk of our portfolio is invested in local SFH rentals here in FL. It's a landlord-friendly state. We've been doing it for about a decade, all good.
The payback is tax-advantaged tax flow and equity appreciation, but being a landlord is an actual job.
Rents are stable, but selling prices have just shaken off their sluggishness and started to climb for three reasons:
- The airport now has decent flights to the northern hubs. No more driving 90 minutes to Orlando.
That's a really big deal for many.
- Amendment 3 passed, so owning a homesteaded home here just became that more financially attractive in addition to no income tax, etc.
The numbers now work for more people.
Example: one of our $250k properties could be completely exempt from property taxes before long. That's a nice deal.
- Formerly red state refugees have just begun to show up in the market.
At the high end, lots of folks moving out of the crowded southern part of the state and buying resort-style properties.
This is ahead of any potential reduction in interest rates, which would just add more fuel to the fire.
Meanwhile, the portion of my portfolio invested in the stock market is having a bad day, and might for a while.
This is why I see SFH as a hedge against the stock market.
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Elon has made compute in space all about the economics, and he has a point.
But there's also significant value in having compute outside the easy reach of the government.
Question: how much do you think people would pay for a terabyte of persistent storage stored redundantly across multiple satellites?
Answer: way more than you'd think.
Elon Musk predicts space will become the lowest-cost place to run superintelligence within just 2–3 years
“I think the case is a no-brainer for building solar-powered AI data centers in space”
Solar panels facing the Sun and radiators pointed away from it can provide an incredibly efficient power and cooling system
“The net effect is that the lowest cost place to put AI will be space. And that'll be true within two years, maybe three at the latest”
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At some point, we'll rebrand "data centers" as "intelligence factories".
Maybe then people will better understand what these are are all about.
SpaceX’s Arizona data center, per a county supervisor: “We could be reducing property taxes across the board in Cochise County, the entire county, by 20%”
Frank Antenori, whose district includes the site, brought up the county’s tax math during a live Q&A:
“Here’s just something to just chew on. Arizona has an expenditure limit requirement that is placed on counties. If we exceed that expenditure, we have to rebate back to the taxpayers a certain amount.”
“So, if we’re receiving revenue in from SpaceX, by law, we have to offset that to the taxpayers. We have the potential to reduce, based on the projected revenue they’re creating, as much as 20%.”
“Let me just say it again. We could be reducing property taxes across the board in Cochise County, the entire county, by 20% to offset for the revenue here, because we can’t spend all that money. So, we have to give that money back to the taxpayers. The law says we have to.”
“So, you could see a potential significant impact to local property taxes. What that is, I don’t know. We’re going to have to do the math on it. But the law, if we have this large increase in property tax revenue, we have to balance those rates. So that will reduce dramatically the property tax burden of every resident in the county.”
“The construction sales tax, which also is the TPT, the transaction privilege tax, the retail tax, and the jail excise tax. So that will be part of the construction tax. We could literally use that money to pay the jail off in 2 to 3 years, as opposed to the 13 to 20 years.”
“So this could be a revenue to eliminate the half-cent sales tax in 2 to 3 years. We can get rid of that half-cent sales tax.”
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Ron DeSantis has been very clear he has not announced his candidacy for presidency. Yet.
But, yeah, he's gonna run.
And there's a good chance he'll wrap up the nomination early, unifying the party heading into the general.
Think back to Iowa in the last primary cycle.
Ron invested massively in Iowa (some say too much), conducting 138 public events as well as the "Full Grassley" of visiting all 99 counties. He and his family were in the local news every night for months at a time.
People got to meet him and talk policy, and he excels in this format. He was popular, to be sure, but Trump was on the ballot. He won't be in 2028.
That investment is in the bag.
Anyone competing against him not named Trump will find that Iowa really wants to get to know you before the Iowa Caucus.
Presuming DeSantis can show a commanding lead in Iowa, the dominos can then start to fall: NH, NC and then it sort of snowballs from there.
Right now, I would believe he's in initial discussions with potential backers. He found the money last time, even heading into an obvious Trump headwind.
Now there's no headwind.
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The market decided that Dems doing well in the midterms wasn't exactly the best outcome. AI stonks hit hardest.
But it's not so bad so far, just a periodic reality check for the optimists out there.
What goes up also comes down.
The SP500 basically gave up all of its returns since August of this year in one day.
Tomorrow should be interesting.
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A lot of my acquaintances are waking up to the fact that they now live in a blue state and are considering their options.
Lots of detailed questions about living in Florida, which we've been doing for 13 years now.
I thought Florida would be a fantastic place to live way back when. It was better than I thought.
I also suggested that we're just coming out of real estate lull here locally, and the timing was pretty good now.
Let's see how many pull the trigger.
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I've believed for a while that Elon is following his own instincts now regarding AI development.
Deciding that industry benchmarks are no longer relevant means that he's now got his own metrics as to what matters and what doesn't.
Elon sees AI as an enabler, not a market in itself. Grok is there to be useful, not solve math theorems.
They're gonna write books about this guy for decades.
I know it’s taken longer than expected, but Grok 4.8 will not be a disappointment.
We’re not optimizing for benchmarks and I really don’t care how Grok does on those, but it will be incredibly useful.
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