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๐Ÿšจ ๐Ÿšจ 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 โ†’ Blue Origin is now...

890,005 views โ€ข 3 months ago โ€ขvia X (Twitter)

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๐Ÿšจ ๐Ÿšจ 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 โ†’ the press is now boxed into THREE choices every time Trump sits across from them. And every single one is a nightmare: โš ๏ธ OPTION 1: KEEP PRESSING FOR EVIDENCE โ€“ Trump says "All I have to do is look. I listen to people" โ€“ Anchor demands court-level sourcing โ€“ Trump calls them crooked and walks off โ€“ The clip goes viral with Trump as the decisive one and the anchor as the aggressor โ€“ Network spent the travel budget to Wisconsin for a segment that ends in 90 seconds โš ๏ธ OPTION 2: ACCEPT THE FRAME AND MOVE ON โ€“ Don't challenge the California election claims โ€“ Don't push back on "five days and no winner" โ€“ Let "dirty election" stand without a follow-up โ€“ Audience sees the network validating the narrative โ€“ Every future anchor gets the same treatment because it worked โš ๏ธ OPTION 3: DON'T TAKE THE INTERVIEW โ€“ Refuse the sit-down entirely โ€“ Trump holds rallies, posts on Truth Social, sets the agenda anyway โ€“ Network loses access, loses the clip, loses the audience โ€“ "We travelled all the way to Wisconsin" becomes impossible to say โ€“ 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 โ€” 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. ๐Ÿšจ

Edward

1,000,633 views โ€ข 2 months ago

๐Ÿšจ 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. โ€œDo not assume you have my consent. You do not.โ€ This is the moment nobody in leadership wanted to face. โš ๏ธ OPTION 1: FORCE THE VOTE โ€“ Hold the roll call Lee is demanding โ€“ Republicans still don't have 60 votes โ€“ The bill fails on record, on camera, before the base โ€“ Every senator who votes no owns that vote forever โš ๏ธ OPTION 2: CANCEL RECESS ANYWAY โ€“ Keep the whole Senate in DC through August โ€“ Trump already demanded exactly this โ€“ Rick Scott, Jim Banks, Tuberville, Hagerty are already lining up behind Lee โ€“ Thune loses control of his own calendar to one member โš ๏ธ OPTION 3: GUT THE FILIBUSTER โ€“ Kill or weaken it just to pass SAVE America Act โ€“ Lee himself defended the filibuster in 2022 โ€“ Now he's the one pushing to break it โ€“ 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 โ†’ this is moving fast and getting buried. RT so others see it. Prepare accordingly. ๐Ÿšจ๐Ÿšจ๐Ÿšจ I'll keep you updated. Turn on notifications right now.

๐Ÿ‡จ๐Ÿ‡ณ Guo Shen ้ƒญๆทฑ

115,752 views โ€ข 1 month ago

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 views โ€ข 2 months ago

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

67,868 views โ€ข 2 months ago

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 views โ€ข 1 month ago

Jeff Bezos looked at a government waiting room and priced it at a hundred billion dollars. Bezos: โ€œThis is a $100 billion business, by the way. This is huge business.โ€ That number is not ambition. It is a measurement. A company that size does not create a hundred billion dollars of new value here. It recovers a hundred billion that is already being destroyed, on schedule, in public, by a process everyone has agreed to call normal. The size of the opportunity is the size of the wound. Bezos: โ€œThey almost always say yes, they just make you wait a long time.โ€ So the verdict was never in question. Only the delivery date. Which means the months bought nothing. They were storage. Your project sat in a room while the word yes waited its turn to be said. Nobody in there was deciding. Someone was scheduling. And the room bills by the day. Suarez: โ€œThe daily carrying cost, one day of interest, 200 to $400,000 per day.โ€ Now find the recipient. There isnโ€™t one. No school funded, no inspector paid, no safety review performed. A tax at least moves money into someoneโ€™s hands. This deletes it at four hundred thousand a day, and every dollar was real before the queue touched it. Bezos: โ€œAnd that doesnโ€™t count the frustration.โ€ Count it anyway. It lands on a body long before it lands on a spreadsheet. Suarez: โ€œWhich is infinite. I have some white hairs as a result of this stuff.โ€ That is the invoice. The money has a rate. The rest gets charged to the man, and he pays it whether the answer comes back yes or no. No one has ever been refunded a year. Every other cost in this economy can be hedged, insured, refinanced, or written off. Waiting is the only one that is final. A man will forgive being told no. He will never get back the time he spent standing there waiting to be told yes. We built a civilization that can move a decision at the speed of light and still schedule it at the speed of a manโ€™s hair turning white. Bezos: โ€œIt should give you a yes or a no in 10 seconds. And if the answer is no, it should tell you the 6 things you have to change to get a yes.โ€ For four thousand years the wait was honest. Someone had to hold the entire code in one head and walk it line by line against your drawings. Reading was slow because reading was human. That stopped being true in less time than it takes to approve one building. Bezos: โ€œMaybe with AI it can just read all the plans. And it knows all the codes. Spit it out.โ€ The constraint is gone. The wait stayed. Anything still moving at the old speed after the cost of thinking collapsed is not slow. It is choosing. The queue never protected you from a bad building. It protected a signature from a bad outcome. Nobody gets fired for the wait. They get fired for the answer. An institution has no lifespan, so time costs it nothing. You have one, so time is the only thing it can take. Every queue is a trade between something that dies and something that doesnโ€™t, and only one side is ever charged. That trade held for the whole of recorded history because the mortal side had no leverage. It does now. Somebody is going to build this. A hundred billion does not sit in a waiting room forever. And the day it exists, the wait stops being a fact of the world and becomes a decision with a name attached. The hundred billion was never the prize. It is the receipt for how long we agreed to stand there. We are the first people alive who get to stop signing it.

Dustin

17,035 views โ€ข 27 days ago

๐ŸšจTHEY 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 views โ€ข 5 months ago

๐Ÿšจ SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 โ†’ $25.98 +174.34% in days. Now look at today: 2026: โ€“ SpaceX is already down 50% from its IPO price at launch โ€“ The share unlock is about to hit the market โ€“ After new lows, Elon could absorb the shares cheaply and make them expensive But thereโ€™s one thingโ€ฆ Tesla mergers in 2016โ€“2019: โ€“ Low-market-cap companies merged with Tesla โ€“ Pre-COVID market โ€“ Low expectations โ€“ No questionable trillionaire status SpaceX 2026: โ€“ Starlink + xAI + Tesla = multitrillion-dollar companies merged into one โ€“ The stock market is at the most overvalued level in history โ€“ A pure monopoly in space That is not the same opportunity. Most people think a Tesla merger with SpaceX would be a nothingburger: Yes, Tesla is already a high-market-cap company. But the history of its mergers with SolarCity, Maxwell, and Hibar brought investors gains of many hundreds of percent in a short period of time. So now you have two choices: Stay away from the most hyped IPO in history after a 50% post-launch dropโ€ฆ Or understand what Tesla in 2016 already showed you. Reminder: Iโ€™ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoinโ€™s crash. When I start buying SpaceX, Iโ€™ll post it here publicly like I always do. Turn notifications on. If youโ€™re not following yet, youโ€™ll understand why that was a mistake later.

Alex Mason ๐Ÿ‘โ–ณ

107,966 views โ€ข 27 days ago

And it changes EVERYTHING about the Iran ground war. ๐Ÿšจ๐Ÿšจ๐Ÿšจ THE U.S. IS ABOUT TO UNLEASH THE A-10 WARTHOG ON IRAN โ†’ THE MOST FEARED GROUND-ATTACK AIRCRAFT EVER BUILT ๐Ÿšจ๐Ÿšจ๐Ÿšจ The A-10 Thunderbolt II wasn't designed for air superiority. It was designed for ONE thing: erasing everything on the ground. Process that. โ†’ GAU-8 Avenger rotary cannon โ€” fires 3,900 rounds per minute of depleted uranium โ†’ Each round penetrates ANY armored vehicle Iran has โ†’ The gun is so powerful, the ENTIRE aircraft was built AROUND it โ†’ Can carry 16,000 lbs of mixed ordnance โ€” Mavericks, JDAMs, cluster munitions โ†’ Cost per flight hour: $6,000. An F-35 costs $36,000. ๐Ÿ’€ IRGC convoys = GONE in a single strafe ๐Ÿ’€ Basij ground units = no armor survives the GAU-8 ๐Ÿ’€ Iran's entire ground defense doctrine = OBSOLETE against low-altitude CAS ๐Ÿ’€ Supply lines from Tehran to the front = erased in 48 hours โš ๏ธ The A-10 was built specifically to destroy Soviet tank columns โ€” Iran's armor is 40 years older โš ๏ธ The U.S. has 281 A-10s. Iran has ZERO equivalent aircraft. โš ๏ธ A-10 pilots train for exactly this โ€” 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 โ†’ you deploy Warthogs when ground forces are closing in โ†’ 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. ๐Ÿšจ๐Ÿšจ๐Ÿšจ This post is being throttled. Like + RT to keep it alive. โš ๏ธ

JinWoo Kim, IQ 289

196,631 views โ€ข 5 months ago

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

208,631 views โ€ข 3 months ago

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 FIRโ€”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 soโ€”failure to report a cognizable offenceโ€”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 anyoneโ€”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 judgesโ€”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 views โ€ข 1 year ago

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 โ€œtrade secretsโ€, not โ€œpatentsโ€, 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 Samโ€™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 โšก

2,632,315 views โ€ข 1 month ago

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

78,610 views โ€ข 2 months ago