Ba is back in the hospital. While he was eating better and seemed more able during the day while at home, his vitals continued to degrade. After being admitted and getting more fluids and oxygen, his vitals are in a better spot. I’d imagine we’re headed to a SNF environment. HK is taking this particularly hard. The Yoyo-ing is so uncomfortable, but frankly it’s much better than the alternative. The pain reminds you that you’re alive.

On the flip side, I spent about 8 hours wandering about CES to get a view of the future in 2025.

Nvidia stole the show with Jensen announcing the AI supercycle just getting started along with a $3000 gold supercomputer that prosumers can run at home. We are living in wild times.

I expect AI and it’s effects to work their way through the economy in a big way through 2030. AI and eventually robotics is certainly coming for jobs. You can tap dance around the topic, but having a highly competent agent fully run customer support in a real way that passes the Turing test tells me we’ll keep climbing the stack. Being on the right side of the AI equation over the next decade will be the next divide. From the internet, social, and mobile, AI is a supertrend.

Experiencing FSD daily, robotaxis are here and will just be accelerating distribution over the next decade.

Peter Thiel is famous for saying, “We wanted flying cars, instead we got 140 characters.”

After coming to CES, I can confidently say we’re going to get flying cars and Twitter/X.com will make a big dent in humanity over the next decade.

I wasn’t sure if Linda Yaccarino had the juice to accelerate X.com with Elon, but I felt strongly after her keynote that she’s on the right side of history and has the advertising relationships and talk track from her time at NBCUniversal to make X.com a $100B+ enterprise. If I could buy shares I would.