A request/word of advice. If it's YOUR kid blasting around on e-bikes, teach them how traffic rules work.

I almost ran over a young man on an ebike tonight coming out of the Target parking lot at cochrane. It was dusk. The light turned green, I was just moving into the intersection when here comes a flash from the right in feet from of my front bumper as I'm turning left.

Was this YOUR STUPID KID?

Teach them how the rules work. They are not invincible. Someone is going to end up in the hospital and its going to be YOUR FAULT because your kid don't know traffic rules are there to protect them and those around them.

Teach them better, it's not somebody else's problem. It's YOURS. If you love your kid teach them to how make better decisions.

Chris Harris joins Gordon Murray to discuss the inception and development of the exclusive S1LM vehicle. They reflect on the creative process, the challenges of orchestrating its dramatic Las Vegas reveal, and how this bespoke commission represents a new milestone for Gordon Murray Automotive.

The just did a teaser on Mohi Farms Breakfast

Tuberville Claims Fauci Killed ‘9 Million People’

AI summary (behind firewall):

The article argues that worries about Nvidia’s “circular financing” are overstated and that the company’s real issue is having too much cash, not too little. It says Nvidia has generated enormous free cash flow over the last two years, so its investments across the AI ecosystem are better understood as capital deployment than as desperate financing schemes.barrons

Main point

Barron’s says Wall Street may be misreading Nvidia’s AI-related investments and partnerships as evidence of fragile funding loops. Instead, the piece frames Nvidia as a cash-rich company that is trying to reinvest its excess liquidity across the AI supply chain.barrons

Key numbers

The article cites $191 billion in cash flow over the last two years and another $49 billion expected this quarter, based on LSEG estimates. Those figures are used to support the claim that Nvidia has abundant internal funding capacity.barrons

Takeaway

The overall message is bullish: the market should be more focused on Nvidia’s earnings power and balance-sheet strength than on fears of artificial or circular financing. The article’s tone is essentially that Nvidia’s financial firepower is a feature, not a red flag.barrons

"It's what the kids do, . . . tried the streaming thing, it’s a little like I'm a zoo attraction."

I wonder if Steven knew in advance about the uplifting convos generally emanating from Dark JVL? Nice to hear the guy unfiltered once in a while. . .

In seriousness, generally very good. I like two smart people sharing thought-provoking conversation. Liked the Reforms versus Healing discussion (for next dem Pres) and also the reforms segment at the end.

SAN FRANCISCO, July 24 (Reuters) - Nvidia (NVDA.O), opens new tab and South Korea's SK Group on ​Friday unveiled a more than $500 ‌billion AI initiative spanning large-scale AI data centers and next-generation memory, ​Nvidia said.

The initiative includes ​a long-term partnership with SK Hynix (000660.KS), opens new tab ⁠to secure next-generation memory ​supply for Nvidia and jointly develop ​high-bandwidth memory for AI training, AI agents and physical AI applications.