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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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🇨🇳 Guo Shen 郭深

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889,482 Aufrufe • vor 2 Monaten •via X (Twitter)

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Mindblowing Explosion in USA Cape Canaveral 🤯 A Blue Origin rocket exploded during a routine ground test Yes they lost a New Glenn rocket Which can cost over $100 million But the bigger loss may be the launch infrastructure The static-fire test severely damaged the launch complex They’re saying that it has reportedly caused collapsing a lightning tower and destroying key support equipment Understand that the challenge is that Blue Origin has only one operational pad for New Glenn launches (unlike SpaceX, it has no backup site) The setback also affects Amazon’s Project Kuiper (Jeff Bezos’ answer to Elon Musk’s Starlink) The rocket was set to launch 48 satellites, though none were onboard during the test Amazon is already behind schedule in deploying its satellite network and faces regulatory deadlines New Glenn was expected to help speed up those launches Now with the rocket grounded and the pad damaged, delays are likely Meanwhile, SpaceX’s Starlink continues to expand, with more than 7,600 satellites already in orbit And yes, no injuries were reported And Jeff Bezos says Blue Origin will rebuild ✊ But they are all saying that, repairing the launch complex could take far longer than replacing the rocket 🥲
2:03

Mindblowing Explosion in USA Cape Canaveral 🤯 A Blue Origin rocket exploded during a routine ground test Yes they lost a New Glenn rocket Which can cost over $100 million But the bigger loss may be the launch infrastructure The static-fire test severely damaged the launch complex They’re saying that it has reportedly caused collapsing a lightning tower and destroying key support equipment Understand that the challenge is that Blue Origin has only one operational pad for New Glenn launches (unlike SpaceX, it has no backup site) The setback also affects Amazon’s Project Kuiper (Jeff Bezos’ answer to Elon Musk’s Starlink) The rocket was set to launch 48 satellites, though none were onboard during the test Amazon is already behind schedule in deploying its satellite network and faces regulatory deadlines New Glenn was expected to help speed up those launches Now with the rocket grounded and the pad damaged, delays are likely Meanwhile, SpaceX’s Starlink continues to expand, with more than 7,600 satellites already in orbit And yes, no injuries were reported And Jeff Bezos says Blue Origin will rebuild ✊ But they are all saying that, repairing the launch complex could take far longer than replacing the rocket 🥲

Shekhar Dutt

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Elon Musk: "Success is uncertain, but entertainment is guaranteed!" You’re watching Blue Origin’s New Glenn rocket explode on the launch pad. The rocket was fully fueled during a static fire test when it detonated, creating one of the largest rocket explosions in U.S. history This was supposed to be Blue Origin’s big SpaceX moment. New Glenn was set to launch Amazon’s LEO satellites next week, their answer to Starlink. But after exploding during a fully fueled static fire test, that launch is off, and the rocket is likely grounded while they investigate. It’s a massive setback, but rocket engineering is brutal. SpaceX failed many times before becoming the most dominant launch provider on Earth. Now the space industry is watching to see if Blue Origin can bounce back, or if SpaceX pulls even further ahead.
0:30

Elon Musk: "Success is uncertain, but entertainment is guaranteed!" You’re watching Blue Origin’s New Glenn rocket explode on the launch pad. The rocket was fully fueled during a static fire test when it detonated, creating one of the largest rocket explosions in U.S. history This was supposed to be Blue Origin’s big SpaceX moment. New Glenn was set to launch Amazon’s LEO satellites next week, their answer to Starlink. But after exploding during a fully fueled static fire test, that launch is off, and the rocket is likely grounded while they investigate. It’s a massive setback, but rocket engineering is brutal. SpaceX failed many times before becoming the most dominant launch provider on Earth. Now the space industry is watching to see if Blue Origin can bounce back, or if SpaceX pulls even further ahead.

SMX 🇺🇸

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This New Glenn rocket explosion released 20% of the energy of the Hiroshima atomic bomb and that wasn't even the bad part: → The pad: LC-36 is the only pad on Earth that launches New Glenn and now it's gone. Over $1B to build. SpaceX needed 7 months to rebuild after a similar hit. → The deadline: Amazon needs 1,618 satellites up by July 30 to keep its FCC license. It has ~300. The rocket that was supposed to help fix that just blew up twice in a row SpaceX made us believe that landing rockets on barges was a normal expectation. Turns out rocket science is hard after all. Wishing the team a speedy recovery 🚀
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This New Glenn rocket explosion released 20% of the energy of the Hiroshima atomic bomb and that wasn't even the bad part: → The pad: LC-36 is the only pad on Earth that launches New Glenn and now it's gone. Over $1B to build. SpaceX needed 7 months to rebuild after a similar hit. → The deadline: Amazon needs 1,618 satellites up by July 30 to keep its FCC license. It has ~300. The rocket that was supposed to help fix that just blew up twice in a row SpaceX made us believe that landing rockets on barges was a normal expectation. Turns out rocket science is hard after all. Wishing the team a speedy recovery 🚀

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4,977,741 Aufrufe • vor 2 Monaten

🚨 🚨 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. 🚨
2:39

🚨 🚨 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

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🚨 ONE SENATOR JUST HANDED THUNE THREE OPTIONS. ALL THREE ARE POLITICAL SUICIDE. Mike Lee just objected to August recess until the SAVE America Act passes. It takes ONE senator to force this. He used his. “Do not assume you have my consent. You do not.” This is the moment nobody in leadership wanted to face. ⚠️ OPTION 1: FORCE THE VOTE – Hold the roll call Lee is demanding – Republicans still don't have 60 votes – The bill fails on record, on camera, before the base – Every senator who votes no owns that vote forever ⚠️ OPTION 2: CANCEL RECESS ANYWAY – Keep the whole Senate in DC through August – Trump already demanded exactly this – Rick Scott, Jim Banks, Tuberville, Hagerty are already lining up behind Lee – Thune loses control of his own calendar to one member ⚠️ OPTION 3: GUT THE FILIBUSTER – Kill or weaken it just to pass SAVE America Act – Lee himself defended the filibuster in 2022 – Now he's the one pushing to break it – The rule Republicans protected for years becomes the rule they abandon Let that sink in. There is no Option 4. There is no quiet recess. There is no "we'll deal with it in September." Leadership is showing you a routine August break. They're NOT showing you that one senator just froze the entire chamber over proof-of-citizenship voting. This is the most exposed Thune has been since taking the gavel. Follow now → this is moving fast and getting buried. RT so others see it. Prepare accordingly. 🚨🚨🚨 I'll keep you updated. Turn on notifications right now.
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🚨 ONE SENATOR JUST HANDED THUNE THREE OPTIONS. ALL THREE ARE POLITICAL SUICIDE. Mike Lee just objected to August recess until the SAVE America Act passes. It takes ONE senator to force this. He used his. “Do not assume you have my consent. You do not.” This is the moment nobody in leadership wanted to face. ⚠️ OPTION 1: FORCE THE VOTE – Hold the roll call Lee is demanding – Republicans still don't have 60 votes – The bill fails on record, on camera, before the base – Every senator who votes no owns that vote forever ⚠️ OPTION 2: CANCEL RECESS ANYWAY – Keep the whole Senate in DC through August – Trump already demanded exactly this – Rick Scott, Jim Banks, Tuberville, Hagerty are already lining up behind Lee – Thune loses control of his own calendar to one member ⚠️ OPTION 3: GUT THE FILIBUSTER – Kill or weaken it just to pass SAVE America Act – Lee himself defended the filibuster in 2022 – Now he's the one pushing to break it – The rule Republicans protected for years becomes the rule they abandon Let that sink in. There is no Option 4. There is no quiet recess. There is no "we'll deal with it in September." Leadership is showing you a routine August break. They're NOT showing you that one senator just froze the entire chamber over proof-of-citizenship voting. This is the most exposed Thune has been since taking the gavel. Follow now → this is moving fast and getting buried. RT so others see it. Prepare accordingly. 🚨🚨🚨 I'll keep you updated. Turn on notifications right now.

🇨🇳 Guo Shen 郭深

114,073 Aufrufe • vor 2 Tagen

Parsi: There is no doubt that we have now, after 20 years of hearing from the hawks, that the only solution is to go to war, we tried it. One third of the U.S. Navy was there in the region. This was not a small operation. This was a major operation short of an actual invasion, and it failed. There is just no doubt that the military operation was not a success. And hopefully, at a minimum, we will not be having that debate again. It has now been settled. It's no longer a theoretical or academic topic. It has been tried, proven to be a failure.
2:04

Parsi: There is no doubt that we have now, after 20 years of hearing from the hawks, that the only solution is to go to war, we tried it. One third of the U.S. Navy was there in the region. This was not a small operation. This was a major operation short of an actual invasion, and it failed. There is just no doubt that the military operation was not a success. And hopefully, at a minimum, we will not be having that debate again. It has now been settled. It's no longer a theoretical or academic topic. It has been tried, proven to be a failure.

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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.
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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.

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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.
4:23

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.

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1:15

🚨 “THIS IS ROMANIA RIGHT NOW” “We are about to be shamed on the international stage… by our own president. And yes — I will say it clearly: He is illegitimate. He is the product of cancelled elections in 2024. A by-product of a system that operated under constant pressure from Brussels. And this is not speculation… This has already been referenced in reporting from the U.S. House Judiciary Committee. This is the reality we are living in. An illegitimate president… taking a position as an observer on the global stage — a role that, in truth, means nothing. No authority. No strength. No sovereignty. It shows something far deeper: A lack of political spine A failure of foreign policy A leadership that does not represent its people And now… He goes there to influence perception — to challenge findings that stated clearly: There was NO evidence of Russian interference. And since then? Nothing. No new proof. No transparency. No accountability. Only silence. Iosefina Pascal

Jim Ferguson

13,248 Aufrufe • vor 3 Monaten

Neil deGrasse Tyson just revealed that we're building a trap around Earth that could switch off the modern world. And every major country is making it worse on PURPOSE. Right now there is a land grab happening a few hundred miles above your head: SpaceX alone has already put more than 10,000 Starlink satellites into orbit. Around 5,000 objects went up in 2025, and even more are planned this year. By 2040, there could be 100,000 active satellites circling the planet. Every major nation is trying to claim its share and there are almost NO laws governing any of it. Tyson describes the current state of space as a wild west. So why should you care? The hidden trap: In 1978, a NASA scientist named Donald Kessler ran a calculation that space agencies have feared ever since. He found there is a threshold. Once you pack enough satellites into orbit, a single collision stops being an accident and becomes a chain reaction. How it works: Objects in orbit travel at roughly 17,000 miles per hour, which is FASTER than a rifle bullet. At that speed, even a fleck of paint hits with the force of a bullet. So when two satellites collide, they shatter into thousands of pieces, and every single piece becomes a hypersonic bullet of its own. Each of those pieces can strike another satellite, which explodes into thousands more. One collision becomes ten. Ten become a hundred. A hundred become a thousand. Tyson warns that within just a few orbits, this cascade could wipe out close to 100% of the satellites around Earth. Now think about what those satellites run... There is no GPS without them, which means no Google Maps, no ride-sharing, and no navigation. As Tyson put it, there is no Uber without GPS. There is no high-speed internet for ships, planes, remote towns, or entire militaries. There is no reliable weather forecasting and no global financial timing. The invisible backbone of modern life runs through a few thousand machines in orbit, and we are stacking them closer together every year with no traffic rules and no cleanup crew. And it has already begun: Four countries have already blown up their own satellites just to flex their military power. The US, China, Russia, and India have all done it, and every one of those tests scattered thousands of fresh bullets into orbit. Tyson even joked that if aliens ever came to visit, they took one look at the cloud of junk we wrapped around our own planet and decided it was not worth the risk to land. Every player already knows the danger. The problem is that the same logic that fills the sky also traps everyone inside it. Starlink is worth a fortune. Global satellite internet is worth a fortune. Military control of orbit is priceless. So everyone keeps launching, because the first one to stop simply hands the lead to a rival. No country will slow down, because no law forces them to and there is no reward for going first. So we keep running the same experiment on the one thin layer of space that every phone, map, market, and military on Earth depends on. We are simply betting that nobody triggers the first big collision. The scary part is that it only has to happen ONCE. We spent decades dreaming about everything we would build out in space but we may end up locked underneath the garbage we left there instead. This is easily the best interview Steven Bartlett has done in a while.
2:22

Neil deGrasse Tyson just revealed that we're building a trap around Earth that could switch off the modern world. And every major country is making it worse on PURPOSE. Right now there is a land grab happening a few hundred miles above your head: SpaceX alone has already put more than 10,000 Starlink satellites into orbit. Around 5,000 objects went up in 2025, and even more are planned this year. By 2040, there could be 100,000 active satellites circling the planet. Every major nation is trying to claim its share and there are almost NO laws governing any of it. Tyson describes the current state of space as a wild west. So why should you care? The hidden trap: In 1978, a NASA scientist named Donald Kessler ran a calculation that space agencies have feared ever since. He found there is a threshold. Once you pack enough satellites into orbit, a single collision stops being an accident and becomes a chain reaction. How it works: Objects in orbit travel at roughly 17,000 miles per hour, which is FASTER than a rifle bullet. At that speed, even a fleck of paint hits with the force of a bullet. So when two satellites collide, they shatter into thousands of pieces, and every single piece becomes a hypersonic bullet of its own. Each of those pieces can strike another satellite, which explodes into thousands more. One collision becomes ten. Ten become a hundred. A hundred become a thousand. Tyson warns that within just a few orbits, this cascade could wipe out close to 100% of the satellites around Earth. Now think about what those satellites run... There is no GPS without them, which means no Google Maps, no ride-sharing, and no navigation. As Tyson put it, there is no Uber without GPS. There is no high-speed internet for ships, planes, remote towns, or entire militaries. There is no reliable weather forecasting and no global financial timing. The invisible backbone of modern life runs through a few thousand machines in orbit, and we are stacking them closer together every year with no traffic rules and no cleanup crew. And it has already begun: Four countries have already blown up their own satellites just to flex their military power. The US, China, Russia, and India have all done it, and every one of those tests scattered thousands of fresh bullets into orbit. Tyson even joked that if aliens ever came to visit, they took one look at the cloud of junk we wrapped around our own planet and decided it was not worth the risk to land. Every player already knows the danger. The problem is that the same logic that fills the sky also traps everyone inside it. Starlink is worth a fortune. Global satellite internet is worth a fortune. Military control of orbit is priceless. So everyone keeps launching, because the first one to stop simply hands the lead to a rival. No country will slow down, because no law forces them to and there is no reward for going first. So we keep running the same experiment on the one thin layer of space that every phone, map, market, and military on Earth depends on. We are simply betting that nobody triggers the first big collision. The scary part is that it only has to happen ONCE. We spent decades dreaming about everything we would build out in space but we may end up locked underneath the garbage we left there instead. This is easily the best interview Steven Bartlett has done in a while.

Ricardo

70,058 Aufrufe • vor 21 Tagen

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.
0:28

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

Evan Luthra

101,861 Aufrufe • vor 4 Monaten

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 Aufrufe • vor 2 Monaten

And it changes EVERYTHING about the Iran ground war. 🚨🚨🚨 THE U.S. IS ABOUT TO UNLEASH THE A-10 WARTHOG ON IRAN → THE MOST FEARED GROUND-ATTACK AIRCRAFT EVER BUILT 🚨🚨🚨 The A-10 Thunderbolt II wasn't designed for air superiority. It was designed for ONE thing: erasing everything on the ground. Process that. → GAU-8 Avenger rotary cannon — fires 3,900 rounds per minute of depleted uranium → Each round penetrates ANY armored vehicle Iran has → The gun is so powerful, the ENTIRE aircraft was built AROUND it → Can carry 16,000 lbs of mixed ordnance — Mavericks, JDAMs, cluster munitions → Cost per flight hour: $6,000. An F-35 costs $36,000. 💀 IRGC convoys = GONE in a single strafe 💀 Basij ground units = no armor survives the GAU-8 💀 Iran's entire ground defense doctrine = OBSOLETE against low-altitude CAS 💀 Supply lines from Tehran to the front = erased in 48 hours ⚠️ The A-10 was built specifically to destroy Soviet tank columns — Iran's armor is 40 years older ⚠️ The U.S. has 281 A-10s. Iran has ZERO equivalent aircraft. ⚠️ A-10 pilots train for exactly this — contested ground warfare against dug-in forces They're showing you stealth fighters and carrier strike footage. They're NOT showing you that the Pentagon just greenlit the ugliest, most brutal aircraft in the fleet. You don't deploy Warthogs for airstrikes → you deploy Warthogs when ground forces are closing in → and ground forces only close in when the invasion has ALREADY been decided. This is the most significant CAS deployment since Desert Storm. Prepare accordingly. 🚨🚨🚨 This post is being throttled. Like + RT to keep it alive. ⚠️
4:50

And it changes EVERYTHING about the Iran ground war. 🚨🚨🚨 THE U.S. IS ABOUT TO UNLEASH THE A-10 WARTHOG ON IRAN → THE MOST FEARED GROUND-ATTACK AIRCRAFT EVER BUILT 🚨🚨🚨 The A-10 Thunderbolt II wasn't designed for air superiority. It was designed for ONE thing: erasing everything on the ground. Process that. → GAU-8 Avenger rotary cannon — fires 3,900 rounds per minute of depleted uranium → Each round penetrates ANY armored vehicle Iran has → The gun is so powerful, the ENTIRE aircraft was built AROUND it → Can carry 16,000 lbs of mixed ordnance — Mavericks, JDAMs, cluster munitions → Cost per flight hour: $6,000. An F-35 costs $36,000. 💀 IRGC convoys = GONE in a single strafe 💀 Basij ground units = no armor survives the GAU-8 💀 Iran's entire ground defense doctrine = OBSOLETE against low-altitude CAS 💀 Supply lines from Tehran to the front = erased in 48 hours ⚠️ The A-10 was built specifically to destroy Soviet tank columns — Iran's armor is 40 years older ⚠️ The U.S. has 281 A-10s. Iran has ZERO equivalent aircraft. ⚠️ A-10 pilots train for exactly this — contested ground warfare against dug-in forces They're showing you stealth fighters and carrier strike footage. They're NOT showing you that the Pentagon just greenlit the ugliest, most brutal aircraft in the fleet. You don't deploy Warthogs for airstrikes → you deploy Warthogs when ground forces are closing in → and ground forces only close in when the invasion has ALREADY been decided. This is the most significant CAS deployment since Desert Storm. Prepare accordingly. 🚨🚨🚨 This post is being throttled. Like + RT to keep it alive. ⚠️

JinWoo Kim, IQ 289

196,631 Aufrufe • vor 4 Monaten

Chamath was given a simple choice, 100 shares of Anthropic, 100 shares of OpenAI, 100 shares of SpaceX, pick one stack (Save this). He picked SpaceX without hesitation, and his reasoning is worth unpacking fully because it cuts to the heart of how the best investors think about technology bets. His take on OpenAI and Anthropic was actually generous. He acknowledged that Anthropic is the superior enterprise product, his own fund uses it as their foundational model and that ChatGPT has built one of the most powerful consumer brands in the history of technology. But the case for SpaceX is built on something completely different, it is not one business, but rather a platform for multiple businesses that compound off each other. Start with what Starlink already is today. Starlink generated $11.4 billion in revenue in 2025, growing roughly 50% year over year, and represented 61% of SpaceX's total $18.7 billion in revenue. The EBITDA margin on the connectivity segment hit 63%, compared to 38–39% for the largest traditional telecom companies on earth. Subscriber count went from 2.3 million in 2023 to over 10.3 million by Q1 2026, spanning more than 160 countries, and revenue is projected to reach $15.5 billion in 2026. Chamath Palihapitiya core insight is that the global communications infrastructure is profoundly broken and he is right. Roughly 2.6 billion people globally still lack reliable internet access, and even in developed markets, rural connectivity is patchy, expensive, and controlled by legacy monopolies with no incentive to upgrade. Starlink is a replacement cycle for an entire layer of global infrastructure that has barely changed in 30 years. Every maritime vessel, every commercial aircraft, every military unit, every rural hospital, every developing-world government that wants connectivity now has one viable option that didn't exist five years ago. The maritime and aviation segments alone carry ARPUs of $250 to $25,000 per month per customer, orders of magnitude above the consumer subscription. But Chamath's most interesting point is what he called embedded optionality, the idea that SpaceX's business model doesn't stop at earth. SpaceX now has the only fully reusable heavy-lift rocket system in the world with Starship, and it is the only company currently capable of launching the next generation of Starlink V3 satellites that carry roughly 10 times more capacity than the current constellation. Every new market SpaceX opens on earth, direct-to-cell with T-Mobile, enterprise contracts, government agreements becomes a template that can theoretically be replicated the moment humans establish a permanent presence elsewhere. A Starlink-equivalent for a lunar base, a Mars colony, or an orbital station is the same product with a different launch address. Anthropic and OpenAI are betting on winning a model race where the finish line keeps moving. SpaceX is betting on owning the physical infrastructure layer of the next era of human civilization, on earth and eventually beyond it. One of those bets has a floor and the other doesn't. That is why Chamath picked SpaceX and Elon Musk
1:36

Chamath was given a simple choice, 100 shares of Anthropic, 100 shares of OpenAI, 100 shares of SpaceX, pick one stack (Save this). He picked SpaceX without hesitation, and his reasoning is worth unpacking fully because it cuts to the heart of how the best investors think about technology bets. His take on OpenAI and Anthropic was actually generous. He acknowledged that Anthropic is the superior enterprise product, his own fund uses it as their foundational model and that ChatGPT has built one of the most powerful consumer brands in the history of technology. But the case for SpaceX is built on something completely different, it is not one business, but rather a platform for multiple businesses that compound off each other. Start with what Starlink already is today. Starlink generated $11.4 billion in revenue in 2025, growing roughly 50% year over year, and represented 61% of SpaceX's total $18.7 billion in revenue. The EBITDA margin on the connectivity segment hit 63%, compared to 38–39% for the largest traditional telecom companies on earth. Subscriber count went from 2.3 million in 2023 to over 10.3 million by Q1 2026, spanning more than 160 countries, and revenue is projected to reach $15.5 billion in 2026. Chamath Palihapitiya core insight is that the global communications infrastructure is profoundly broken and he is right. Roughly 2.6 billion people globally still lack reliable internet access, and even in developed markets, rural connectivity is patchy, expensive, and controlled by legacy monopolies with no incentive to upgrade. Starlink is a replacement cycle for an entire layer of global infrastructure that has barely changed in 30 years. Every maritime vessel, every commercial aircraft, every military unit, every rural hospital, every developing-world government that wants connectivity now has one viable option that didn't exist five years ago. The maritime and aviation segments alone carry ARPUs of $250 to $25,000 per month per customer, orders of magnitude above the consumer subscription. But Chamath's most interesting point is what he called embedded optionality, the idea that SpaceX's business model doesn't stop at earth. SpaceX now has the only fully reusable heavy-lift rocket system in the world with Starship, and it is the only company currently capable of launching the next generation of Starlink V3 satellites that carry roughly 10 times more capacity than the current constellation. Every new market SpaceX opens on earth, direct-to-cell with T-Mobile, enterprise contracts, government agreements becomes a template that can theoretically be replicated the moment humans establish a permanent presence elsewhere. A Starlink-equivalent for a lunar base, a Mars colony, or an orbital station is the same product with a different launch address. Anthropic and OpenAI are betting on winning a model race where the finish line keeps moving. SpaceX is betting on owning the physical infrastructure layer of the next era of human civilization, on earth and eventually beyond it. One of those bets has a floor and the other doesn't. That is why Chamath picked SpaceX and Elon Musk

Milk Road AI

112,927 Aufrufe • vor 1 Monat

Not for a moment will I ever say that we must not give premium to innocence. Democracy is nurtured, its core values blossom, and human rights are taken at a high pedestal when we believe in innocence till the guilt is established. Therefore, I must not be misunderstood as casting aspersions on any individual. But then, in a democratic nation, purity of its criminal justice system defines its direction. Investigation is required. No investigation under law is in progress at the moment. Because for a criminal investigation, the initiation has to be by an FIR—First Information Report. It is not there. It is the law of the land that every cognizable offence is required to be reported to the police. And failure to do so—failure to report a cognizable offence—is a crime. Therefore, you all will be wondering why there has been no FIR. The answer is simple. An FIR in this country can be registered against anyone—any constitutional functionary, including the one before you. One has only to activate the rule of law. No permission is required. But if it is judges—FIR cannot be straightaway registered. It has to be approved by the concerned in judiciary. But that is not given in the Constitution. The Constitution of India has accorded immunity from prosecution only to the Hon'ble President and the Hon'ble Governors. So how come a category beyond law has secured this immunity? Because the ill-effects of this are being felt in the mind of one and all. Every Indian, young and old, is deeply concerned. If the event had taken place at his house, the speed would have been an electronic rocket. Now, it is not even a cattle cart. #RajyaSabha
3:18

Not for a moment will I ever say that we must not give premium to innocence. Democracy is nurtured, its core values blossom, and human rights are taken at a high pedestal when we believe in innocence till the guilt is established. Therefore, I must not be misunderstood as casting aspersions on any individual. But then, in a democratic nation, purity of its criminal justice system defines its direction. Investigation is required. No investigation under law is in progress at the moment. Because for a criminal investigation, the initiation has to be by an FIR—First Information Report. It is not there. It is the law of the land that every cognizable offence is required to be reported to the police. And failure to do so—failure to report a cognizable offence—is a crime. Therefore, you all will be wondering why there has been no FIR. The answer is simple. An FIR in this country can be registered against anyone—any constitutional functionary, including the one before you. One has only to activate the rule of law. No permission is required. But if it is judges—FIR cannot be straightaway registered. It has to be approved by the concerned in judiciary. But that is not given in the Constitution. The Constitution of India has accorded immunity from prosecution only to the Hon'ble President and the Hon'ble Governors. So how come a category beyond law has secured this immunity? Because the ill-effects of this are being felt in the mind of one and all. Every Indian, young and old, is deeply concerned. If the event had taken place at his house, the speed would have been an electronic rocket. Now, it is not even a cattle cart. #RajyaSabha

Vice-President of India

95,655 Aufrufe • vor 1 Jahr

BREAKING: For 10 years the world believed there was one way to reuse a rocket: land it upright on its engines, the way SpaceX does. Today China refused to copy it, and pulled off something SpaceX never managed on a first flight. It caught the rocket instead. The Long March 10B lifted off from Hainan, China this morning, and about 6 minutes later its first stage came back down toward a 25,000-ton ship at sea. It did not land. Hooks on the falling booster snagged a net of tensioned steel wires strung across the deck, the wires riding robotic rails that slid into place to meet it. No landing legs. No touchdown. A rocket plucked out of its own descent by a moving net, on the maiden flight of a brand-new vehicle. No one handed China this. SpaceX guards its rocket tech as “trade secrets”, not “patents”, precisely so it cannot be read and copied. China watched a decade of public flights and then built an entirely different machine to reach the same prize, catching instead of landing, which sheds the heavy legs and spares the fuel a soft touchdown burns to hover. And this was never about cheaper satellites, though it delivers those too, feeding the thousands of birds in China's Starlink rival. Its deeper purpose is the Moon. That booster shares its core with the rocket meant to land Chinese astronauts on the lunar surface by 2030. In the same season, America's own Moon rocket, Starship, has flown 12 times and still has not shown the single maneuver its lunar plan depends on. One flight does not dethrone SpaceX. It has landed hundreds. What ended today is not SpaceX's lead. It is Uncle Sam’s belief that it owns the only road to the Moon. The piece works out which way of coming home actually wins.
0:28

BREAKING: For 10 years the world believed there was one way to reuse a rocket: land it upright on its engines, the way SpaceX does. Today China refused to copy it, and pulled off something SpaceX never managed on a first flight. It caught the rocket instead. The Long March 10B lifted off from Hainan, China this morning, and about 6 minutes later its first stage came back down toward a 25,000-ton ship at sea. It did not land. Hooks on the falling booster snagged a net of tensioned steel wires strung across the deck, the wires riding robotic rails that slid into place to meet it. No landing legs. No touchdown. A rocket plucked out of its own descent by a moving net, on the maiden flight of a brand-new vehicle. No one handed China this. SpaceX guards its rocket tech as “trade secrets”, not “patents”, precisely so it cannot be read and copied. China watched a decade of public flights and then built an entirely different machine to reach the same prize, catching instead of landing, which sheds the heavy legs and spares the fuel a soft touchdown burns to hover. And this was never about cheaper satellites, though it delivers those too, feeding the thousands of birds in China's Starlink rival. Its deeper purpose is the Moon. That booster shares its core with the rocket meant to land Chinese astronauts on the lunar surface by 2030. In the same season, America's own Moon rocket, Starship, has flown 12 times and still has not shown the single maneuver its lunar plan depends on. One flight does not dethrone SpaceX. It has landed hundreds. What ended today is not SpaceX's lead. It is Uncle Sam’s belief that it owns the only road to the Moon. The piece works out which way of coming home actually wins.

Shanaka Anslem Perera ⚡

2,623,519 Aufrufe • vor 20 Tagen

🚨🚨🚨 THE WHITE HOUSE JUST REFUSED TO RULE OUT DRAFTING YOUR KIDS FOR IRAN. WATCH THE CLIP. 🚨🚨🚨 A reporter asked Karoline Leavitt point blank: "Mothers are worried about a DRAFT. Will you rule it out?" Her answer: "It's not part of the current plan RIGHT NOW… but the president… WISELY keeps his options on the table." Yes, you read that right. 💀 She didn't say NO 💀 She didn't say "absolutely not" 💀 She didn't say "the draft will never happen" 💀 She said the president "wisely keeps his options on the table" 💀 "OPTIONS" - meaning a DRAFT is officially an OPTION ⚠️ This war was supposed to be air strikes only ⚠️ Then it was "limited operations" ⚠️ Then special forces were "being discussed" ⚠️ Now a DRAFT is "on the table" They're showing you victory speeches and destroyed Iranian bases. They're NOT showing you that the escalation ladder just went from "air campaign" → "boots on the ground" → "we won't rule out conscription" — in 10 DAYS. Every war in history followed this pattern: → "It'll be quick" → It wasn't → "No ground troops" → There were → "No draft needed" → They won't rule it out Vietnam started as "advisors." Iraq started as "shock and awe." Both ended with body bags and broken promises. Only 1 in 4 Americans support this war. And they're already talking about FORCING people to fight it. "Wisely keeps his options on the table" is the most terrifying sentence a mother can hear from a government at war. Prepare accordingly. 🚨🚨🚨 Don't scroll past this. RT and follow for what comes next. 🚨
0:22

🚨🚨🚨 THE WHITE HOUSE JUST REFUSED TO RULE OUT DRAFTING YOUR KIDS FOR IRAN. WATCH THE CLIP. 🚨🚨🚨 A reporter asked Karoline Leavitt point blank: "Mothers are worried about a DRAFT. Will you rule it out?" Her answer: "It's not part of the current plan RIGHT NOW… but the president… WISELY keeps his options on the table." Yes, you read that right. 💀 She didn't say NO 💀 She didn't say "absolutely not" 💀 She didn't say "the draft will never happen" 💀 She said the president "wisely keeps his options on the table" 💀 "OPTIONS" - meaning a DRAFT is officially an OPTION ⚠️ This war was supposed to be air strikes only ⚠️ Then it was "limited operations" ⚠️ Then special forces were "being discussed" ⚠️ Now a DRAFT is "on the table" They're showing you victory speeches and destroyed Iranian bases. They're NOT showing you that the escalation ladder just went from "air campaign" → "boots on the ground" → "we won't rule out conscription" — in 10 DAYS. Every war in history followed this pattern: → "It'll be quick" → It wasn't → "No ground troops" → There were → "No draft needed" → They won't rule it out Vietnam started as "advisors." Iraq started as "shock and awe." Both ended with body bags and broken promises. Only 1 in 4 Americans support this war. And they're already talking about FORCING people to fight it. "Wisely keeps his options on the table" is the most terrifying sentence a mother can hear from a government at war. Prepare accordingly. 🚨🚨🚨 Don't scroll past this. RT and follow for what comes next. 🚨

Dr. JiHoon Park | IQ 312

12,948 Aufrufe • vor 4 Monaten

Elon Musk just posted three numbers that should terrify every semiconductor company on Earth. A terawatt of chips. A terawatt of solar. Ten million tons to orbit per year. That is not a product roadmap. That is a species-level engineering ultimatum. Musk: “Build a terawatt of chips, a terawatt of solar, and 10 million tons to orbit per year.” A terawatt is roughly the entire power generation capacity of the United States. He is not asking for a bigger factory. He is asking for a second grid. The name alone tells you the scale. Terafab. Not gigafab. Tera. A thousand times the prefix. A thousand times the ambition. Every chip company on the planet currently begs TSMC for allocation. They wait in line. They negotiate quarters in advance for a fractional increase in supply. Musk looked at that line and started building the factory that makes it extinct. Vertical integration from lithography to packaging. Design to deployment. Under one roof in Texas. But the factory is not the point. The destination is. Most of this output is not staying on the ground. That is where SpaceX turns from a rocket company into the supply chain for orbital compute. You build the chips. You build the solar. You launch them into the vacuum where the Sun never sets and nothing on Earth can compete. The companies optimizing their server racks in Nevada are solving last decade’s problem with last decade’s ceiling. Musk is fusing Tesla, SpaceX, and xAI into a single organism. One builds the energy. One builds the delivery system. One builds the thing they are both feeding. Nobody has ever welded three companies together into a vertical stack like this. Because nobody has ever tried to do what he is actually attempting. Which is not building a chip factory. It is building the industrial base for a civilization that does not end at the atmosphere. And this is what separates Musk from every other CEO alive. He does not manage companies. He runs them like engineering floors where the only thing that matters is whether you can build. No committees. No twelve layers of approval. No political career tracks disguised as leadership. You either ship or you leave. That is why the most talented engineers on the planet keep walking through his doors. Not because the hours are easy. Because the mission is real and the bureaucracy is gone. Every other company on Earth makes you fight the org chart before you fight the problem. Musk deleted the org chart. Musk: “Join us on this journey.” That is the most understated recruiting pitch for the most ambitious project a human being has ever publicly committed to. And he said it the same way he says everything. Like it is already done.
0:27

Elon Musk just posted three numbers that should terrify every semiconductor company on Earth. A terawatt of chips. A terawatt of solar. Ten million tons to orbit per year. That is not a product roadmap. That is a species-level engineering ultimatum. Musk: “Build a terawatt of chips, a terawatt of solar, and 10 million tons to orbit per year.” A terawatt is roughly the entire power generation capacity of the United States. He is not asking for a bigger factory. He is asking for a second grid. The name alone tells you the scale. Terafab. Not gigafab. Tera. A thousand times the prefix. A thousand times the ambition. Every chip company on the planet currently begs TSMC for allocation. They wait in line. They negotiate quarters in advance for a fractional increase in supply. Musk looked at that line and started building the factory that makes it extinct. Vertical integration from lithography to packaging. Design to deployment. Under one roof in Texas. But the factory is not the point. The destination is. Most of this output is not staying on the ground. That is where SpaceX turns from a rocket company into the supply chain for orbital compute. You build the chips. You build the solar. You launch them into the vacuum where the Sun never sets and nothing on Earth can compete. The companies optimizing their server racks in Nevada are solving last decade’s problem with last decade’s ceiling. Musk is fusing Tesla, SpaceX, and xAI into a single organism. One builds the energy. One builds the delivery system. One builds the thing they are both feeding. Nobody has ever welded three companies together into a vertical stack like this. Because nobody has ever tried to do what he is actually attempting. Which is not building a chip factory. It is building the industrial base for a civilization that does not end at the atmosphere. And this is what separates Musk from every other CEO alive. He does not manage companies. He runs them like engineering floors where the only thing that matters is whether you can build. No committees. No twelve layers of approval. No political career tracks disguised as leadership. You either ship or you leave. That is why the most talented engineers on the planet keep walking through his doors. Not because the hours are easy. Because the mission is real and the bureaucracy is gone. Every other company on Earth makes you fight the org chart before you fight the problem. Musk deleted the org chart. Musk: “Join us on this journey.” That is the most understated recruiting pitch for the most ambitious project a human being has ever publicly committed to. And he said it the same way he says everything. Like it is already done.

Dustin

190,523 Aufrufe • vor 4 Monaten

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.
31:08

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.

Jaynit

78,177 Aufrufe • vor 1 Monat

🚨🚨🚨🚨🚨“DEVASTATING Defeat!” 🚨This is a CATASTROPHOC DEFEAT. Professor John Mearsheimer: We've suffered a devastating defeat. You wanna remember we went into the war with 4 goals. 1⃣One was regime change. 2⃣Two was to eliminate Iran's ability to enrich, uranium. 3⃣Number three was to, end, support for the Houthis, Hezbollah, and Hamas. 4⃣And number four was to put an end to the long-range missile program. 🚨We failed on all four counts. Furthermore, on February 27th, the Iranians did not control the Strait of Hormuz. They now control the Strait of Hormuz. Furthermore, our basing structure in the region has been destroyed. Our alliance structure in the region is in tatters, and the international economy may go off a cliff at some point in the not too distant future. This is a catastrophic defeat. There's no other way to cover it up. Now, people might say there is a military solution for fixing this problem. There is no military solution. We've tried every strategy in the book. A major air campaign, a blockade, and now this tit-for-tat strategy. All of them have failed, and nobody has an alternative strategy that will pull our chestnuts out of the fire.
1:31

🚨🚨🚨🚨🚨“DEVASTATING Defeat!” 🚨This is a CATASTROPHOC DEFEAT. Professor John Mearsheimer: We've suffered a devastating defeat. You wanna remember we went into the war with 4 goals. 1⃣One was regime change. 2⃣Two was to eliminate Iran's ability to enrich, uranium. 3⃣Number three was to, end, support for the Houthis, Hezbollah, and Hamas. 4⃣And number four was to put an end to the long-range missile program. 🚨We failed on all four counts. Furthermore, on February 27th, the Iranians did not control the Strait of Hormuz. They now control the Strait of Hormuz. Furthermore, our basing structure in the region has been destroyed. Our alliance structure in the region is in tatters, and the international economy may go off a cliff at some point in the not too distant future. This is a catastrophic defeat. There's no other way to cover it up. Now, people might say there is a military solution for fixing this problem. There is no military solution. We've tried every strategy in the book. A major air campaign, a blockade, and now this tit-for-tat strategy. All of them have failed, and nobody has an alternative strategy that will pull our chestnuts out of the fire.

Ignorance, the root and stem of all evil

52,356 Aufrufe • vor 2 Tagen