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ELON MUSK SAYS SPACEX CAN BRING POWER ONLINE 12 TO 18 MONTHS FASTER THAN ANYONE ELSE And he has a plan to add 20 gigawatts next year On the earnings call, Musk said SpaceX $SPCX is turning on about 220,000 Nvidia $NVDA GB300 chips every month, and that pace will speed up next year. He expects to reach close to 3 gigawatts of compute in the next few months. He says he's highly confident SpaceX adds another 10 gigawatts next year, for about 13 total. The bigger plan would add 20 gigawatts, and he says the odds of getting there are "rising rapidly." He kept the details of that plan private, calling it "highly proprietary" because if he spelled it out, others would try to do the same thing. One advantage he did share comes from rocket engines. Turbine blades and vanes are one of the biggest bottlenecks in the industry, running 12 to 18 months behind the rest of the turbine. SpaceX is now casting its own, using what Musk calls the most advanced casting capability on Earth. "That means that we can bring power online 12 to 18 months faster than anyone else."
WOLF173,254 просмотров • 4 дней назад
PRESIDENT TRUMP CALLED JENSEN HUANG'S CELL PHONE WHILE HE WAS ON STAGE AT THE ALL-IN SUMMIT TODAY. JENSEN PICKED UP AND PUT HIM ON SPEAKER 🇺🇸 Two days after Sam Altman and Dario Amodei called for AI development to slow down, Trump told a few thousand people what he thinks of that. "The robots are not going to be taking over the world. The AI will not be taking over the rest of the world. The whole thing is a hoax." "We have to do things prudently, but that doesn't mean we're going to stop an industry." "Whoever wins AI wins. That's how big it is. It's bigger than the internet." On data centers, he said they're "the oil of the next 20, 25 years." He also said $20 trillion of investment is coming into the country this year and told Jensen he "can develop the most complex computer chip in the world that nobody can copy for 10 years, but he can't figure out how to put me on speaker."
WOLF2,019,404 просмотров • 1 месяц назад
TOMORROW IS TIM COOK'S LAST DAY AS CEO OF APPLE $AAPL Asked what he stood for after 15 years, he declined to describe his own legacy. "Your legacy is described by others, not yourself." He said he hopes people call him a good and decent man, and that if they do, he will feel like he achieved something.
WOLF1,188,004 просмотров • 1 месяц назад
CHRIS CAMILLO JUST LAID OUT HOW TO MAKE $500,000 A YEAR AS AN "AI GUY" FOR LOCAL BUSINESSES His blueprint: 1. Walk into any HVAC, plumbing, or sprinkler business. 2. Ask where they're leaking money. 3. Build them an AI agent that answers after-hours calls, sends instant texts, and gets quotes out in real time. 4. Integrate it with their CRM for free. 5. Charge them $2K-$3K/month to be their "AI guy." Repeat across 10-20 businesses. "There are people right now doing this."
WOLF4,250,911 просмотров • 6 месяцев назад
STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS." "I was short 12 stocks. They all went bankrupt. Every one of them." He was right on every single pick. Still lost $600M. "If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money." "Frankly, I'm not sure I've ever made money in shorts. I've never had a down year, but I'm not sure I've made money in shorts. I like it. It's fun. But you can get your head handed to you." "Don't try that at home."
WOLF1,266,772 просмотров • 6 месяцев назад
TODAY IS TIM COOK'S LAST DAY AS CEO OF APPLE $AAPL He said he wanted this to be the best CEO transition ever and a textbook example. John Ternus takes over tomorrow as the ninth CEO in company history. Cook said he is ready to be a first-class CEO for a first-class company. Ternus said he is lucky to have Cook as a mentor. Every Apple CEO, 1977 to now: - Michael Scott: 1977-1981 - Mike Markkula: 1981-1983 - John Sculley: 1983-1993 - Michael Spindler: 1993-1996 - Gil Amelio: 1996-1997 - Steve Jobs: 1997-2011 - Tim Cook: 2011-2026 - John Ternus: 2026-
WOLF330,322 просмотров • 1 месяц назад
THIS MOVIE SCENE EXPLAINS THE 2008 FINANCIAL CRISIS BETTER THAN MOST TEXTBOOKS The midnight boardroom meeting from Margin Call A junior risk analyst finds that his firm has piled leverage onto mortgage-backed securities. If those assets fall just 25%, the loss would be bigger than the whole company's market value. So the CEO calls everyone in after hours and makes a call that sets up the rest of the film. "There are three ways to make a living in this business: be first, be smarter, or cheat." He chooses to be first. His plan is to sell everything by lunch, before the rest of the market figures it out. It's fiction, but it's very close to what happened in 2008. Leverage turned a manageable drop in housing into a threat to the whole firm. The people who sold early survived and the buyers held the bag.
WOLF54,511 просмотров • 9 дней назад
PRESIDENT TRUMP SAYS HE TOLD FED CHAIR KEVIN WARSH TO "VOTE WITH THE BOARD" ON TODAY'S RATE HIKE BECAUSE "IT'S NOT GOING TO MATTER" 🇺🇸 Asked if he still has confidence in Warsh, Trump said yes, then went after the rest of the Fed. "He's got a very tough board. He's got a board that was put there by a lot of other people. And the interest rates are too high. They're not appropriate." "The board is very hostile. They're very political. They're doing the wrong thing." "We should be paying the lowest interest rates anywhere in the world because we have the strongest credit." He also said the US could eliminate its deficits "with a swipe of a pen with every country" and make $1.5 trillion a year doing it, but "we haven't chosen to do that."
WOLF202,466 просмотров • 1 месяц назад
JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: "Nobody uses AI better than Meta." He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform. "Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it." "That's the reason why they're investing so hard. They see a much larger future potential for it." Mark Zuckerberg $META is spending $70B+ on AI this year.
WOLF725,667 просмотров • 4 месяцев назад
WARREN BUFFETT ON WHY INTEREST RATES ARE THE MOST IMPORTANT NUMBER IN INVESTING The 10-year Treasury hit 5% today for only the second time since 2007. When Buffett said this in 2017, it was at 2.15%, and he explained why that made stocks look cheap. "If you look at the 10-year government at 2.15, that means you're paying 45 times earnings when you buy that bond. And the earnings aren't going to go up." "Interest rates are to stock prices what gravity is to matter. If interest rates were nothing and they're going to be nothing forever, you'd be buying stuff that would yield you one percent or two percent." "If interest rates on the short rate are 21%, like they were in 1982 under Volcker, you can look at a stock at six times earnings and say, well, that really isn't that attractive. That's what drives valuations." At 5%, the 10-year is 20 times earnings. The gravity just got a lot stronger.
WOLF183,985 просмотров • 1 месяц назад
JEFF BEZOS SAYS HIGH HOUSING PRICES COME DOWN TO "ECON 101" He says affordability problems are real. Young people look at home prices and think they'll have to live two hours from their job. But he says a lot of government intervention in housing has made things worse. "If you put in place government programs that subsidize demand and constrain supply, you are going to get high prices." His counterexample is Austin, which he says made it easier to build over the last 10 years and now has housing prices going down.
WOLF72,451 просмотров • 16 дней назад
INFLEQTION'S CTO SAYS QUANTUM COULD BE A BIGGER REVOLUTION THAN AI Why he thinks quantum is where AI was in 2016 Pranav Gokhale says quantum today feels a lot like AI did around 2016 or 2017. Back then, AI was mostly used to serve you the right ad or recommend your next movie. Nobody would have guessed that 10 years later it would be helping make new physics breakthroughs. So he says you have to stay humble about predicting what quantum computers will be used for a decade from now. But he sees no reason it can't be as big as AI, or bigger. "AI is probably the apex of what you can do with that digital revolution. And quantum is an entirely new revolution. It works entirely different." Over a 50-year view, he thinks quantum could matter as much as computing has since the 1970s.
WOLF31,020 просмотров • 9 дней назад
FROM 50% TO 99.7%. INFLEQTION'S QUANTUM CHIPS JUST CROSSED THE THRESHOLD THAT KEPT THEM OFF THE ROADMAP FOR YEARS -Matt, the CEO of Infleqtion, says neutral atom qubits had gate fidelities around 50% back in 2018, too low to be taken seriously. Today they're at 99.73% -Guides to 30 logical qubits by end of this year, then 100 by 2028, the level he says is needed for useful quantum computing -Notes they don't need to max out their qubit array to get there: 12 logical qubits came from a fraction of their 1,600-qubit system
WOLF127,524 просмотров • 1 месяц назад
Nvidia $NVDA increased its revenue per employee by 7x over the last 3 years Nvidia now brings in ~$7 Million of revenue per employee up from the previous ~$1 Million per employee it was doing 3 years ago according to Joel Shulman from our partners over at ERShares
WOLF42,419 просмотров • 15 дней назад
TODAY IS TAX DAY. HERE'S WHAT WARREN BUFFETT SAID ABOUT PAYING TAXES IN 2024 "Berkshire sent in a check for over $5 billion to the U.S. federal government last year." "If 800 other companies had done the same thing, no other person in the United States would have had to pay a dime of federal taxes. No income taxes. No Social Security taxes. No estate taxes. Nothing." "It doesn't bother me in the least to write that check. And I would really hope, with all that America has done for all of you, it shouldn't bother you that we do it."
WOLF421,574 просмотров • 6 месяцев назад
Elon Musk and Jensen Huang did the math on AI power at the White House, and every number pointed the same direction: The US grid runs on about 500 gigawatts. Musk: every 5 GW added is +1% power use, and he'd "bet anyone" it maps to roughly +1% GDP. 10 GW is +2%. Jensen's number: about $60B of economic output per gigawatt, per year. 10 GW from SpaceX alone would be about 25% of all the power added in America. China produces 3x the electricity of the US. Musk thinks the US figures out chips. Generation is the constraint. Jensen: 10 to 20 GW a year of buildout, about 1 million jobs. "We used to call them data centers. These are really SI factories." First time in 50 years the US is re-industrializing. Where the next wave comes from: SpaceX and $TSLA target 200 GW of solar per year, launched to orbit by Starship, where panels deliver nameplate or better. "The math maths."
WOLF60,893 просмотров • 25 дней назад
JEFF BEZOS SAYS: "WE DON'T HAVE A REVENUE PROBLEM IN THIS COUNTRY. WE HAVE A SPENDING PROBLEM." "A nurse in Queens who makes $75,000 a year pays more than $12,000 a year in taxes." His suggestion: "How about we start by having the nurse in Queens not pay taxes at all? We shouldn't be asking this nurse in Queens to send money to Washington. They should be sending her an apology." The math behind it: "The bottom half of income earners in this country pay only 3% of the taxes." He added the US already has "the most progressive tax system in the world. The top 1% of taxpayers pay 40% of all the tax revenue."
WOLF346,205 просмотров • 5 месяцев назад
JEFF BEZOS SAYS AI IS GOING TO CREATE A LABOR SHORTAGE "I know there's a lot of concern that many people have, including many smart people, that AI is going to make humans redundant and so on. I totally disagree with this point of view." He says AI will make it possible for people to identify more problems, and that we have an endless set of things to invent. "Today, we are limited not by our imaginations, but by what we can actually do." Everyone in the room, he said, has had an idea for a business or a product they wished they could build. It stayed in their head because it was too hard and it wasn't worth it. "If we can accelerate the dream build loop, all of the ideas will then become possible. And then we end up being limited not by our capabilities, but by our imaginations."
WOLF108,892 просмотров • 1 месяц назад
AMD CEO LISA SU HAS SAID THE WORLD NEEDS ANOTHER 100X MORE COMPUTE IN THE NEXT 4-5 YEARS She even coined a unit for where that leads: the yottaflop. That is 10 to the 24th power in flops, a one followed by 24 zeros, roughly 100 times more compute than exists today. Her answer to what all of it is for: today's models are already strong, but "it can get so much better." The use case she calls closest to home is writing software, where AI tools are already lifting developer productivity. "AI is really gonna be everywhere and it's really for everyone." Where she thinks we are: "still in the very early innings of really unlocking the power of AI."
WOLF213,484 просмотров • 3 месяцев назад
JENSEN HUANG SAYS AMERICA WILL BUILD THE FULL AI STACK AND EVERY OTHER COUNTRY SHOULD TAKE THE PIECES IT NEEDS He described AI as the new industrial revolution, with the technology becoming economic infrastructure rather than a product. Huang said Commerce Secretary Howard Lutnick was supportive of building in the United States and wants to see other countries adopt the technology and build their own AI economies on top of it. On India, he called it one of the world's leading IT industries and said this is the start of a new IT platform. His advice to the country was that everyone is moving fast, so it has to move faster
WOLF105,770 просмотров • 1 месяц назад