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🚨 🚨 BEZOS HAS 3 OPTIONS LEFT AFTER NEW GLENN'S LAUNCHPAD EXPLOSION. ALL 3 ARE CATASTROPHIC. This is the moment nobody wants to talk about. After years of development, a $1B+ heavy-lift rocket program, and a final ground test before Amazon's Kuiper satellite mission → Blue Origin is now...

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🚨 🚨 KRISTEN WELKER HAS 3 OPTIONS AFTER TRUMP WALKED OFF HER INTERVIEW. ALL 3 ARE CATASTROPHIC FOR THE MEDIA. This is the moment nobody wants to talk about. After nine years of rallies, press conferences, and taped sit-downs → the press is now boxed into THREE choices every time Trump sits across from them. And every single one is a nightmare: ⚠️ OPTION 1: KEEP PRESSING FOR EVIDENCE – Trump says "All I have to do is look. I listen to people" – Anchor demands court-level sourcing – Trump calls them crooked and walks off – The clip goes viral with Trump as the decisive one and the anchor as the aggressor – Network spent the travel budget to Wisconsin for a segment that ends in 90 seconds ⚠️ OPTION 2: ACCEPT THE FRAME AND MOVE ON – Don't challenge the California election claims – Don't push back on "five days and no winner" – Let "dirty election" stand without a follow-up – Audience sees the network validating the narrative – Every future anchor gets the same treatment because it worked ⚠️ OPTION 3: DON'T TAKE THE INTERVIEW – Refuse the sit-down entirely – Trump holds rallies, posts on Truth Social, sets the agenda anyway – Network loses access, loses the clip, loses the audience – "We travelled all the way to Wisconsin" becomes impossible to say – The story becomes "media too afraid to interview the president" Let that sink in. There is no Option 4. There is no clean exit. There is no "we ask the right question and he answers it." The media is showing you a president who got "a little bit angry" in the rain and walked off a barn-roof interview in Chippewa Falls. They're NOT showing you that every path forward for the press leads to the same outcome — Trump controls the frame, the clip, and the story. This is the most structurally difficult position any White House press corps has faced since the invention of the televised interview. I'll keep you updated. Turn on notifications. 🚨

🇺🇸 Edward T. Winslow

999,809 görüntüleme • 1 ay önce

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

Milk Road AI

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Bill Ackman was asked how he would underwrite SpaceX at $750 billion and his answer was the most honest thing anyone has said about the biggest IPO in history (Save this). "You underwrite SpaceX the way you underwrite a venture capital investment." His business school professor taught him a framework that has guided his entire career, it's people, opportunity, context, deal. On all three of the first criteria, People, Opportunity, and Context Ackman's verdict was the same, SpaceX is one of one, and nothing else in the market comes close. He even acknowledged feeling bad for Blue Origin before noting that their being so far behind is not harmful to SpaceX but rather a structural tailwind that leaves SpaceX with a near monopoly on low cost orbital access for years to come. And at $1.75 trillion, the number SpaceX is actually targeting on June 12, the question is no longer whether this is the best business on earth, but what the present value math looks like when you extend it five years forward and stress test every assumption about Starlink, launch economics, and AI compute revenue. He said that even Amazon is going to have to become a bigger SpaceX customer, because Blue Origin is so far behind that Amazon has no real alternative for low-cost orbital access. He also said something that almost no one is giving enough weight heading into Thursday's listing: "Time has become increasingly valuable in the AI era. You lose a month, you lose a couple months today, and it means a lot." The Colossus and Macro Hard facilities are compounding infrastructure assets where every month of operational delay means less contracted revenue, less negotiating leverage with customers like Google and Anthropic, and a progressively weaker moat against the hyperscalers who are now racing to build competing compute capacity. Come join Milk Road Pro for our full SpaceX IPO breakdown, how we're stress-testing the Deal leg of Ackman's framework at $1.75 trillion, what our five-year revenue model actually looks like, and our full AI thesis. Link below.

Milk Road AI

434,893 görüntüleme • 1 ay önce