Brad gets it! 🚀 Brad Gerstner

@altcap Does Brad own any shares prior to the IPO…Come on man I'm a girl and can see this a mile away….

@CathieDWood @altcap Electron to token velocity would be a cool metric to track

@altcap Hell yeah

@altcap Hey @grok, how invested is Shawn or his investment fund in space x? If the share price collapses by say 50%, estimate how much in lost gains that would result in for Shawn when he can sell his insider shares?

@altcap I remember when he said to get out of GOOG at $105 😂

@altcap @shaunmmaguire do you think @elonmusk will merge $TSLA and $SPCX? Seems to make the most sense. How do you handicap the odds?

only, ONLY if we retail investors could get a decent piece of the SpaceX IPO. The retail investors who are participating in the $SPCX IPO area already majority accredited investors and we will likely get like 1-5% of the allocation we request. Everybody else would even be lucky to get one or two shares. How is this still happening?

@altcap Brad is one of my top 5 favorite people I would trust my money with.

@CathieDWood @altcap

@altcap Brad understands the market's complexities while others just scratch the surface. What insights are we missing?

He does. And he makes an important point on electrons to tokens, because the 100x P/S valuation is an STOP, where you add 15x P/S Coreweave 3x Tmobile 2x Boeing so total 20x P/S which you then multiply by 2.5x being earth/mars gravity ratio and then 2x because thats how many balls Elon has voila 100x. That's probably in the IC memo.

@altcap The guy is either an idiot or a fraud, depending on if he means what he's explaining here.

@altcap 🎯

@altcap The thing I worry about is if everyone is spending all this money on data centers, and if there’s too much capacity and folks are leasing it out (ex. SpaceX -> Anthropic), who’s gonna spend on all this extra eventual capacity? Is it the neolabs?

kinda funny in that Brad has no technical background or education; political science, economics, law degree, MBA understandably, no product building experience would be interesting to hear him explain how electrons translate into tokens…... :) ———————————————————————————- “Electrons don’t literally “turn into” tokens—but they power the entire chain of computation that creates, processes, and outputs them. Here’s the step-by-step journey from physical electrons to AI tokens: Electrons → control transistors → enable binary computation → represent data → enable algorithms → perform tokenization + neural network math → generate token sequences → decode back to human language.” So, actually, Brad doesn’t get it, technically. 😉 — engr

@altcap Elon is rocking on all cylinders.

@altcap yes brad lacks technical building experience

@CathieDWood @altcap A TSLA and SpaceX merger? Elon won’t stop until the entire stock market is just one giant ticker called $X. 🚀😂

@CathieDWood @altcap He is the king of atoms also.

@CathieDWood @altcap This and Tesla merging into spaces

@typesfast @altcap These all billionaires are sucking elon cock as the are deep in SpaceX ipo.

@altcap very stoked about this!

@altcap Yeah but IPO will pump to X and then Crash with at least 30% the next months, then it's time to buy.

@altcap He never answered the question.

@altcap Space data centers is a wishful thinking , if the earth with plenty of resources cannot handle these data centers and space with extreme limitations such as radiation and latency and pressures almost impossible.

@CathieDWood @altcap lol but he’s not building the biggest data centers on earth. They act like Stargate doesn’t exist…

@CathieDWood @altcap the man executes on or off world. true

and just for fun…. • Starlink sats: Relatively simple, mass-produced (~500–1,000+ kg), solar-powered comms nodes with basic propulsion, phased-array antennas, and minimal compute. Designed to be disposable—deorbit and burn up. Radiation-hardened but not enterprise-server level. Redundancy comes from sheer numbers. • Orbital/SSO data centers: Orders of magnitude more complex. High-power GPUs/TPUs (heat dissipation in vacuum is brutal—radiators are massive and failure-prone), dense interconnects, precise thermal management, radiation shielding for sensitive electronics, power systems (solar + batteries under variable conditions), maintenance challenges (no on-site humans; robotics?), and networking for low-latency inference. A failure could mean losing expensive accelerators, not just comms capacity. maybe the SSO data centers will unearth a VC or two who can walk through the reliability math for those SSO data centers…🤓

@altcap SkyNet will literally be in the sky.

@altcap 💯

@CathieDWood @altcap @Rob81Boston 🥳🥳🥳🥳

@altcap He should B connecting DOTS 2 Lumen(LUMN) also since TTFT is THE WINNER, & Lumen's network including the build they're doing for ANTHROPIC is fastest&most secure. Elon won't be able to avoid the depth, breadth, reach&scope of the LUMN network either.