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One savage reality check sent this already chaotic argument into a legendary emotional freefall. 💀😭 🌈 The Birdcage (1996) Robin Williams as Armand Goldman Nathan Lane as Albert Goldman

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Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

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