Amy

@Amy787 • 22,774 subscribers

TSLA investor, After IPO 2010–present. SPCX investor, IPO - present. B787 FO. If there isn’t a blue check—it isn’t me.

Shorts

SPACEX’S STARLINK As a B787 pilot, it pains me when posts about aviation are this wrong on every detail & every conclusion. Starlink is the best option for airliners. Amazon is a distant second. ♦️ BEST-IN-CLASS Starlink Aviation already uses proven flat phased-array antennas — no gimbals, no moving parts. Amazon’s is the same tech, not different or better. ♦️ TWO > ONE The speed claims are way off. Starlink’s real-world performance on airlines already beats Amazon’s unproven promises. There is no 250 Mbps cap. And one larger antenna isn’t automatically superior — its wider profile creates more aerodynamic drag than Starlink’s two smaller inline antennas. Two antennas also give dispatch reliability: if one fails, Wi-Fi still works. Starlink installs are famously quick and reliable. ♦️ GLOBAL SERVICE Major airlines are global operations, I cross 80 time zones every month — the size of the constellation is the differentiator. Coverage dead zones mean I don’t get real-time updated turbulence plots or full-storm radar maps in the flight deck. Saying the antenna is THE bottleneck doesn’t make it true. A Wi-Fi antenna with no signal from satellites is just useless dead weight. Check out the gaps on the Amazon constellation below. ♦️ MARKETING HYPE The AWS private interconnect is a marketing bullet, but nothing an airliner actually needs. Compute for the plane sits on the plane. Operational data exchange is heavily regulated and runs on dedicated satcom datalinks (ACARS and CPDLC). Looping AWS in adds zero safety benefit and simply creates another potential hacker entry point. As for analytics — airlines already excel at that on the ground where it belongs. ♦️ LOCKED-IN? Long-term lock-in to a single cloud provider is a disadvantage to many. Delta clearly got a discount on the AWS today to bundle in the promise of Wi-Fi tomorrow. But what happens once the introductory discounts disappear and Delta gave up all leverage? Starlink is delivering today at global scale. Amazon is still selling PowerPoint slides. Facts matter in aviation. Videos - Left: Starlink satellites Right: Amazon satellites

83,532 views

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

36,385 views

Wall Street does not think big enough. IE, Wall Street limits the addressable market for Optimus to the Earth. I guess Wall Street spaced it that Elon Musk also owns a rocket company?? Elon Musk: “Optimus will be the first Von Neumann machine, capable of building civilization itself on any viable planet”. There is a lesson here for Wall Street - Think BIGGER. Think Interstellar.

Wall Street does not think big enough. IE, Wall Street limits the addressable market for Optimus to the Earth. I guess Wall Street spaced it that Elon Musk also owns a rocket company?? Elon Musk: “Optimus will be the first Von Neumann machine, capable of building civilization itself on any viable planet”. There is a lesson here for Wall Street - Think BIGGER. Think Interstellar.

54,579 views

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JB Straubel nominated for Tesla Board of Directors. Elon Musk: ‘The worst business decision I ever made was not starting Tesla with just JB Straubel’.

JB Straubel nominated for Tesla Board of Directors. Elon Musk: ‘The worst business decision I ever made was not starting Tesla with just JB Straubel’.

1,016,015 views • 3 years ago

TESLA Tesla doesn’t just build EVs…. Tesla builds SMART EVs with ACTIVE SAFETY. Tesla’s AEB—beats other 5-Star rated cars by a wide margin.. Video below. Watch to the end! Safety is Priority #1.

TESLA Tesla doesn’t just build EVs…. Tesla builds SMART EVs with ACTIVE SAFETY. Tesla’s AEB—beats other 5-Star rated cars by a wide margin.. Video below. Watch to the end! Safety is Priority #1.

796,097 views • 2 years ago

TESLA: Hold on to your stock! “In 20 years, I'd say Tesla's got factories on the moon. Basically, I see a very prosperous future for Tesla. It's difficult to predict anything in 20 years, but if you say, I think 5 years to 10 years, I could say Tesla has an extremely bright future. And I would say, hold on to your Tesla stock, it's going to be worth a lot I think. That's my bet.” Elon Musk

TESLA: Hold on to your stock! “In 20 years, I'd say Tesla's got factories on the moon. Basically, I see a very prosperous future for Tesla. It's difficult to predict anything in 20 years, but if you say, I think 5 years to 10 years, I could say Tesla has an extremely bright future. And I would say, hold on to your Tesla stock, it's going to be worth a lot I think. That's my bet.” Elon Musk

79,611 views • 7 months ago

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

36,385 views • 4 months ago

TESLA/SPACEXAI TERAFAB The Terafab is necessary for Optimus and RoboTaxis - they can’t scale without chips! It is necessary for xAI - it needs Space Compute. Elon Musk solves the biggest pain point. Elon Musk told people the Terafab WILL HAPPEN. There was an entire presentation! But still many will be shocked when it does. When will they learn? Don’t bet against ELON MUSK! “Terafab is a more serious project than people think.” Suppliers being offered above ask? That is one way Elon Musk can remove obstacles and accelerate timelines.

TESLA/SPACEXAI TERAFAB The Terafab is necessary for Optimus and RoboTaxis - they can’t scale without chips! It is necessary for xAI - it needs Space Compute. Elon Musk solves the biggest pain point. Elon Musk told people the Terafab WILL HAPPEN. There was an entire presentation! But still many will be shocked when it does. When will they learn? Don’t bet against ELON MUSK! “Terafab is a more serious project than people think.” Suppliers being offered above ask? That is one way Elon Musk can remove obstacles and accelerate timelines.

16,364 views • 4 months ago

TESLA: Is the major growth behind the company - or ahead of it?? That is always an important question to ask. But Tesla has Elon Musk. And Elon Musk thinks at scales that might cause other CEO’s brains to short-circuit. While they are planning a flashy product demo; Elon Musk is planning for: ♦️ A BILLION AI Chips ♦️100 MILLION Robots ♦️A Terawatt of Power Plans this big require vertical integration; an obsessive focus on locking down supply chains (moving suppliers to YOUR timeline); and removing all obstacles, unnecessary parts or processes —especially when the full ecosystem must align to deliver at this scale. Plans this big can dwarf Tesla’s 43% compounded returns to date. Spectacular which made Larry Fink suggest you should invest in growth, specifically in Elon Musk. Spectacular returns which Larry Fink contrasted to Blackrock’s own returns of ~21%. ♦️Do you think Elon Musk can do it? I follow the infrastructure moves closely — ground broken on the Terafab research fab lab, industrial machines being ordered, job listings for chip experts in Seoul and Taiwan, and the Optimus line taking over the Model S/X floor space in Fremont. ♦️My answer is Elon Musk ALREADY IS. Doubters can get out of his way. Elon Musk will bend reality to achieve his ambition.

TESLA: Is the major growth behind the company - or ahead of it?? That is always an important question to ask. But Tesla has Elon Musk. And Elon Musk thinks at scales that might cause other CEO’s brains to short-circuit. While they are planning a flashy product demo; Elon Musk is planning for: ♦️ A BILLION AI Chips ♦️100 MILLION Robots ♦️A Terawatt of Power Plans this big require vertical integration; an obsessive focus on locking down supply chains (moving suppliers to YOUR timeline); and removing all obstacles, unnecessary parts or processes —especially when the full ecosystem must align to deliver at this scale. Plans this big can dwarf Tesla’s 43% compounded returns to date. Spectacular which made Larry Fink suggest you should invest in growth, specifically in Elon Musk. Spectacular returns which Larry Fink contrasted to Blackrock’s own returns of ~21%. ♦️Do you think Elon Musk can do it? I follow the infrastructure moves closely — ground broken on the Terafab research fab lab, industrial machines being ordered, job listings for chip experts in Seoul and Taiwan, and the Optimus line taking over the Model S/X floor space in Fremont. ♦️My answer is Elon Musk ALREADY IS. Doubters can get out of his way. Elon Musk will bend reality to achieve his ambition.

12,507 views • 4 months ago

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