Stocks extend rally on Gulf breakthrough hopes, oil near two-month lows
We don't need Einstein-level breakthroughs for AI to begin improving itself.
Pedro Neto nets the breakthrough goal for Portugal! 🇵🇹
Why Most CIOs Are Quietly Praying for Retirement — And the Few Who Aren’t Are About to Get Very Rich
I had a moment this week where I was sitting across from a Director of IT and it hit me — this poor bastard has the toughest job in the entire company. The business folks get to be full-time dreamers: “Hey, can we automate this? Can the AI just know what to do? Can it walk my dog while I’m in this meeting?”
Meanwhile he’s over there thinking about data security, system reliability, whether some employee is gonna click on an email that says “You’ve won a $1,000 Walmart gift card!”, whether Ukrainian hackers are going to steal their customer data at 2 a.m., and whether his entire team is about to get replaced by three interns and ChatGPT — all while knowing none of this stuff actually works the way the brochures promised.
And here’s the part that makes me feel for the guy — for his entire career he’s been rewarded for keeping the machines running and not getting fired. Now we’re asking him to suddenly become a profit center, to be out over his skis with AI initiatives. It’s like telling the hall monitor he’s now responsible for running the company’s underground poker game. Did I just compare our AI software to an underground poker game? Yeah, probably not the best analogy, but hang with me here, I’m rolling.
Meanwhile the C-suite is over there wondering why nothing’s happened yet, completely oblivious to the fact that they’ve spent twenty years brutally punishing IT for not playing defense. Hell, I know CIOs who got fired because Windows 95 sucked.
The real kicker is how to even get started. Our philosophy has always been to start small — automate one workflow, prove it works, and then compound fast. Smart in theory. In practice, with a big organization, that feels like bringing a birthday candle to a forest fire.
The C-suite doesn’t get excited about incremental. They want to see something that actually moves the needle. So you’re stuck trying to thread this ridiculous gap: build something small enough to actually work, get real user adoption, and make sure the vendor isn’t full of shit.
Honestly, I don’t envy that seat one bit. At Collide, we’re committed to being real partners with the folks actually doing the building. I’ve got serious scar tissue from getting fired for not being “openly collaborative” with other oil and gas companies on well spacing back in the shale days, and I’m never making that mistake again. We’re gonna share what we learn, educate when we can, and actually listen — God knows we have a lot to learn too.
Truth is, my tech guys are dying to find some partners in crime — and I really gotta stop with the crime analogies, I swear that’s not what we’re doing here — because they get all excited explaining the latest and greatest AI breakthrough and I respond with the technical sophistication of a man asking if his rotary phone has Bluetooth.
Sip slowly, my friends.
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Elon Musk: "I started reading quite a bit about rockets to try and understand why they're so freaking expensive
If one could make them reusable like airplanes, then the cost of rocketry would drop dramatically
The cost of the fuel was maybe anywhere from 0.2% to 0.5% of the cost of the rocket
I came to the conclusion that there wasn't really a good reason for rockets to be so expensive and that they could be a lot less even in an expendable format
Nobody had really been able to make a reusable rocket work... but if we can do that, then that would really be the key breakthrough"
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The Netherlands also has its Henry Nowak cases.
In July 2020, 14-year-old Tamar from Marken was hit by a car on a dark dike road and left to die. Her body was later found in the berm.
What happened next is deeply disturbing.
The police initially told her mother that the driver was German. Days later the truth came out: it was four Iraqis in the car. The mother was told they withheld the real background because they didn’t want to create a "Wilders-effect" — they didn’t want to give Geert Wilders political ammunition.
Even worse: evidence strongly suggests Tamar’s body was moved after the accident. The driver didn’t just flee, they dragged her off the road and left her there like an animal.
The driver received only a €1,500 fine for looking at his phone while driving. He then disappeared completely. The fine was returned “undeliverable” and for years he was untraceable.
Only after years of fighting by the family (including going to court to force prosecution), a breakthrough came in March 2026: the now 33-year old Jamal is finally being prosecuted for causing the fatal accident and leaving the scene.
Just like Henry Nowak in Southampton — an innocent young person dies, authorities seem more focused on protecting a narrative and avoiding “political incorrectness” than on delivering swift justice.
A 14-year-old girl dies on a Dutch dike. The system lies about the identity of the driver, gives him a slap on the wrist, loses him for years, and only after massive pressure does real prosecution begin.
This is not just a traffic accident. This is a story about truth, accountability, and what happens when institutions put ideology before grieving families.
Her name was Tamar.
She was 14.
She deserved better.
♡
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Elon Musk just identified the real bottleneck to artificial intelligence on Dwarkesh Patel’s podcast.
He didn’t use political science.
He used physics.
Impedance matching.
In electrical engineering, impedance matching means a component adjusts its own resistance to mirror whatever system it’s plugged into. It becomes the thing it’s connected to.
Musk: “They impedance match to the government, to the Public Utility Commission. Literally and figuratively.”
The companies responsible for powering every data center, every GPU cluster, every training run on Earth didn’t just slow down.
They absorbed the exact operational frequency of the federal bureaucracy.
They became it.
Musk: “They have to do a study for a year. A year later, they’ll come back to you with their interconnect study.”
Twelve months. Not to build anything. Not to deliver a single watt. To study whether you’re allowed to plug into the grid.
In technology, one year is an evolutionary epoch. NVIDIA ships a new architecture. OpenAI leaps an entire generation. DeepMind publishes frontier breakthroughs quarterly.
Inside government, one year is a single administrative pulse.
And the friction isn’t accidental. It’s structural.
The utility matches the regulator. The regulator matches the legislature. The legislature matches the election cycle. Each one calibrated to the metabolic rate of the next.
A feedback loop of institutional inertia with no exit ramp.
Every AI lab. Every hyperscaler. Every nation racing toward superintelligence. Same invisible ceiling.
A permitting desk.
The ultimate bottleneck is not compute. Not data. Not talent.
It is the regulatory capture of electricity itself.
And nobody with the authority to fix it has any incentive to move faster.
The system wasn’t designed to produce outcomes.
It was designed to produce process.
A year-long interconnect study isn’t a safety measure.
It’s a tax on momentum.
The race to AGI will not be decided by who builds the best model.
It will be decided by who builds the best grid.
You cannot impedance match the future to the past.
Eventually, the circuit burns out.
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Elon Musk: Optimus Will Be Bigger Than the iPhone
At Tesla’s 2025 shareholder meeting, Elon Musk positioned Optimus, Tesla’s humanoid robot, as the biggest product launch of all time, larger than smartphones in impact and scale.
He claims it will have the fastest production ramp of any complex manufactured product, targeting one million robots per year initially and scaling to ten million.
His vision: every human will want a personal robot, with multiple industrial units for every household.
Musk argues Optimus will surpass the best human surgeons in precision and perform procedures beyond human capability. Tesla’s real breakthrough isn’t the car; it’s positioning itself as a robotics and AI company reshaping labor and healthcare.
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The next time you feel like giving up, remember this: Elon Musk sat here after losing $100 million.
This photo was taken after SpaceX’s third rocket failure. Elon had burned through nearly $100 million of his own money, SpaceX was weeks away from bankruptcy, Tesla was struggling, and he was reportedly sleeping on friends’ couches.
The media called him reckless. Investors pulled back. Almost everyone told him to quit.
But instead of giving up, Elon risked everything on one final launch.
If it failed, SpaceX was finished.
It didn’t fail.
That launch succeeded, and it changed history.
Today, SpaceX is reportedly valued around $1.25 trillion, dominates the private space industry, and is preparing for what could become one of the largest IPOs ever, with reports pointing to a valuation near $1.75 trillion.
Most people quit right before the breakthrough.
Elon kept pushing when everything was against him.
That is the difference between almost succeeding and changing the world.
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WATCH: Elon Musk on Starship's fundamental breakthrough, live with JPMorgan CEO Jamie Dimon.
Starship will be the first orbital rocket that is fully reusable, Musk says. Every other form of transport is reused as a matter of course. Planes, cars, ships, bikes, even horses.
A plane ticket would cost a fortune if you threw the aircraft away after one flight. That is exactly how rockets have worked until now. Full reusability is what changes the economics of spaceflight.
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