Yes, so, um, Terra Firma was founded by my co-founder and I after we were working at SpaceX and we were trying to build Starship rockets down in Boca Chica and the construction was just too slow. We're like, why are we able to build rockets the size of skyscrapers at like one a month But like building a road or a factory is taking years and years and years. So we quit our jobs to start a company to change all that. We're basically becoming a new type of construction company, like a full-stack construction company, builds our own robotics software, and we actually operate as a construction company ourselves.

Well said. So get us up to speed on what's going on with the Warner Brothers Discovery acquisition. Maybe a little bit of the prehistory just to refresh on where the deal stands and then the latest back and forth that emerged last week trickling into this week.

the high-level reason that IBM is not well positioned in the token path, to use the Brad Gerstner and Gavin Baker parlance, is that AI spending is currently flowing into GPUs, memory, networking, hyperscale cloud computing, and frontier model inference. IBM is not a major winner in those categories.

The company's American Depository Receipts opened. The ADR shares opened at one seventy fourteen percent above the one forty nine they were offered at, giving XSK Hynix a market cap of roughly one point zero three.

Sonos confirmed the reductions late last month, but senior-level details were previously unreported. CEO Tom Conrad internally framed the cuts as a way to reduce management layers. That's probably good and make Sonos move faster. Fewer months in conference rooms, more prototypes in our labs, more decisions made and executed, more exceptional products in the world of our consumers. You have to imagine that there's something interesting for Sonos to do with an AI company.

the show Love Island, uh, a reality dating competition... has become an unusually active trading category. According to Barron's, the current season drove 106% increase in weekly active female mobile users of Kalshi between June 8th and June 28th, compared with a 54% increase among men.

Like, there's so much like potential disruption. I think the stance is like, I would rather participate in this massive technology cycle than, than, um, and have a shot at being a big part of it.

That giving SK Hynix a market cap of roughly $1.03 trillion. We got another one, another, another one, another trillion-dollar company in the AI boom. The blockbuster listing caps an extraordinary run for memory manufacturers fueled by surging demand from AI systems, particularly for high-bandwidth memory used alongside advanced AI accelerators. SK Hynix, Samsung, And U.S.-based Micron dominate the global memory market.

It'll be among the most affordable options on the market, Zuckerberg said in an interview ahead of the release. Quote, since this is not an open-source model, this is, I think, the first time that we're doing a real serious API, and the pricing is going to be very aggressive and attractive.