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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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889,790 просмотров • 2 месяцев назад •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

76,821 просмотров • 2 месяцев назад

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 🇺🇸

76,281 просмотров • 2 месяцев назад

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 🚀
0:28

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 🚀

Josh Kale

4,979,442 просмотров • 2 месяцев назад

🚨 🚨 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

1,000,399 просмотров • 2 месяцев назад

🚨 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.
1:33

🚨 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

115,752 просмотров • 17 дней назад

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.

Acyn

133,603 просмотров • 2 месяцев назад

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.
2:34

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 просмотров • 2 месяцев назад

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.

Milk Road AI

67,868 просмотров • 2 месяцев назад

🚨 “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
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

13,367 просмотров • 3 месяцев назад

🚨 $SPCX JUST BURIED THE ENTIRE COMPETITION Pentagon 18 launches. Zero real competitors: Blue Origin - EXPLODED. ULA's - GROUNDED. And SpaceX just took $7B in Pentagon money this year. And the TRUTH part no one will tell you about: Blue Origin? Its rocket exploded on the pad in May. Grounded till year-end. ULA? Its rocket's under investigation. Grounded. SpaceX's only competitors are literally sidelined. That's $7B in Pentagon contracts this year alone. And it feeds Golden Dome - a $185B defense program built around SpaceX (check first reply for article). This is real, contracted, government-locked revenue. Not hype. Not projections. A signed check. The market's pricing SPCX like a failing IPO. The Pentagon's treating it like critical infrastructure. One of those two is wrong... Know my next moves, follow me now! You will regret not following me earlier... Notifications ON!
0:30

🚨 $SPCX JUST BURIED THE ENTIRE COMPETITION Pentagon 18 launches. Zero real competitors: Blue Origin - EXPLODED. ULA's - GROUNDED. And SpaceX just took $7B in Pentagon money this year. And the TRUTH part no one will tell you about: Blue Origin? Its rocket exploded on the pad in May. Grounded till year-end. ULA? Its rocket's under investigation. Grounded. SpaceX's only competitors are literally sidelined. That's $7B in Pentagon contracts this year alone. And it feeds Golden Dome - a $185B defense program built around SpaceX (check first reply for article). This is real, contracted, government-locked revenue. Not hype. Not projections. A signed check. The market's pricing SPCX like a failing IPO. The Pentagon's treating it like critical infrastructure. One of those two is wrong... Know my next moves, follow me now! You will regret not following me earlier... Notifications ON!

Frogify

36,006 просмотров • 15 дней назад

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 просмотров • 1 месяц назад

Jeff Bezos looked at a government waiting room and priced it at a hundred billion dollars. Bezos: “This is a $100 billion business, by the way. This is huge business.” 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: “They almost always say yes, they just make you wait a long time.” 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: “The daily carrying cost, one day of interest, 200 to $400,000 per day.” Now find the recipient. There isn’t one. No school funded, no inspector paid, no safety review performed. A tax at least moves money into someone’s hands. This deletes it at four hundred thousand a day, and every dollar was real before the queue touched it. Bezos: “And that doesn’t count the frustration.” Count it anyway. It lands on a body long before it lands on a spreadsheet. Suarez: “Which is infinite. I have some white hairs as a result of this stuff.” 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 man’s hair turning white. Bezos: “It 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.” 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: “Maybe with AI it can just read all the plans. And it knows all the codes. Spit it out.” 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 doesn’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.
1:55

Jeff Bezos looked at a government waiting room and priced it at a hundred billion dollars. Bezos: “This is a $100 billion business, by the way. This is huge business.” 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: “They almost always say yes, they just make you wait a long time.” 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: “The daily carrying cost, one day of interest, 200 to $400,000 per day.” Now find the recipient. There isn’t one. No school funded, no inspector paid, no safety review performed. A tax at least moves money into someone’s hands. This deletes it at four hundred thousand a day, and every dollar was real before the queue touched it. Bezos: “And that doesn’t count the frustration.” Count it anyway. It lands on a body long before it lands on a spreadsheet. Suarez: “Which is infinite. I have some white hairs as a result of this stuff.” 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 man’s hair turning white. Bezos: “It 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.” 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: “Maybe with AI it can just read all the plans. And it knows all the codes. Spit it out.” 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 doesn’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 просмотров • 11 дней назад

🚨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 просмотров • 4 месяцев назад

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – 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 drop… Or understand what Tesla in 2016 already showed you. Reminder: I’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 Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:40

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – 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 drop… Or understand what Tesla in 2016 already showed you. Reminder: I’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 Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

106,999 просмотров • 12 дней назад

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 просмотров • 5 месяцев назад

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 просмотров • 2 месяцев назад

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

113,158 просмотров • 1 месяц назад

🚨THE NEXT SPACEX MOVE IS IN THIS SETUP $SPCX is setting up to be the biggest retail opportunity of the entire cycle and almost nobody sees it coming. Here's the pattern that should stop you cold. Back in 2016, Tesla absorbed SolarCity. Everyone called it a distraction, a mistake, a waste of money. Over the next five years, $TSLA ran 3,320%. Ten grand turned into $332,000 for the people who saw the vision while the crowd laughed. Now the same playbook is loading, but bigger. SpaceX is lining up to merge with Tesla and this isn't just a rocket story. After folding in xAI, SpaceX is now an AI company. Look at what each side brings to the table: → SpaceX: xAI, Grok, Starlink, the satellite network, global data infrastructure → Tesla: autonomous driving, robotics, energy, and deep public-market liquidity Put those together and you don't get a company you get one of the most powerful AI ecosystems on the planet, with the infrastructure and the liquidity to scale it fast. This has the makings of one of the biggest events in modern market history. And the setup dwarfs SolarCity it's not even the same league. Here's the catch: most people will ignore it completely, right up until the move has already happened. Then they'll ask how everyone else got positioned so early. That won't be my followers. Follow and turn notifications on. I'll post the opportunity before everyone starts talking about it.
0:28

🚨THE NEXT SPACEX MOVE IS IN THIS SETUP $SPCX is setting up to be the biggest retail opportunity of the entire cycle and almost nobody sees it coming. Here's the pattern that should stop you cold. Back in 2016, Tesla absorbed SolarCity. Everyone called it a distraction, a mistake, a waste of money. Over the next five years, $TSLA ran 3,320%. Ten grand turned into $332,000 for the people who saw the vision while the crowd laughed. Now the same playbook is loading, but bigger. SpaceX is lining up to merge with Tesla and this isn't just a rocket story. After folding in xAI, SpaceX is now an AI company. Look at what each side brings to the table: → SpaceX: xAI, Grok, Starlink, the satellite network, global data infrastructure → Tesla: autonomous driving, robotics, energy, and deep public-market liquidity Put those together and you don't get a company you get one of the most powerful AI ecosystems on the planet, with the infrastructure and the liquidity to scale it fast. This has the makings of one of the biggest events in modern market history. And the setup dwarfs SolarCity it's not even the same league. Here's the catch: most people will ignore it completely, right up until the move has already happened. Then they'll ask how everyone else got positioned so early. That won't be my followers. Follow and turn notifications on. I'll post the opportunity before everyone starts talking about it.

Shelpid.WI3M

30,075 просмотров • 13 дней назад

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 просмотров • 1 год назад

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.
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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 ⚡

2,629,861 просмотров • 1 месяц назад