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Orbital AI data centers got the SpaceX build mindset Low orbits first. Atmospheric drag clears clutter. Power per ton heads under 100 kW with GPU temps around 370K. Compute moves up. Friction does the housekeeping. SpaceX, Elon Musk

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Mario Nawfal

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58,076 görüntüleme • 7 ay önce •via X (Twitter)

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SPACEX'S GOAL? TO POWER AI WITH EXAWATTS – FROM MARS AI’s energy bill got so rude it’s leaving the planet! Mission Brief: * Exawatts are the new baseline – Earth can’t keep up. * SpaceX plans orbital data centers + Mars solar to feed the beast. * Terrestrial rivals are gridlocked while SpaceX goes cosmic. Why cap scale when the sky isn’t even the limit? xAI accepted the challenge! Source: Lacey, xAI, SpaceX
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SPACEX'S GOAL? TO POWER AI WITH EXAWATTS – FROM MARS AI’s energy bill got so rude it’s leaving the planet! Mission Brief: * Exawatts are the new baseline – Earth can’t keep up. * SpaceX plans orbital data centers + Mars solar to feed the beast. * Terrestrial rivals are gridlocked while SpaceX goes cosmic. Why cap scale when the sky isn’t even the limit? xAI accepted the challenge! Source: Lacey, xAI, SpaceX

Mario Nawfal

85,372 görüntüleme • 8 ay önce

ELON MUSK IS THE WORLD'S FIRST TRILLIONAIRE His net worth is estimated at about $1.1 trillion after SpaceX's historic debut. And he wasn't the only one who got rich today: Around 4,400 current and former SpaceX employees became millionaires through stock compensation accumulated at the company, per a New York Times analysis. The math behind the milestone: - Musk's SpaceX stake alone is estimated at $690 billion - SpaceX $SPCX priced at $135, opened at $150 and touched $176.52 in its first session - Tesla $TSLA holdings and other assets carry his total past $1 trillion - He retains roughly 85% of the company's voting power through its dual-class structure
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ELON MUSK IS THE WORLD'S FIRST TRILLIONAIRE His net worth is estimated at about $1.1 trillion after SpaceX's historic debut. And he wasn't the only one who got rich today: Around 4,400 current and former SpaceX employees became millionaires through stock compensation accumulated at the company, per a New York Times analysis. The math behind the milestone: - Musk's SpaceX stake alone is estimated at $690 billion - SpaceX $SPCX priced at $135, opened at $150 and touched $176.52 in its first session - Tesla $TSLA holdings and other assets carry his total past $1 trillion - He retains roughly 85% of the company's voting power through its dual-class structure

IPO Newsroom

44,404 görüntüleme • 2 ay önce

🚨 DUSK TILL DAWN: SPACEX’S TWILIGHT MISSION GOES VERTICAL Elon is taking us on a "sunset cruise." SpaceX is targeting today for the Twilight mission, the first of its kind. Forget the usual Transporter or Bandwagon series... this is a bespoke rideshare to a "dusk-dawn" sun-synchronous orbit. The Falcon 9 is sitting pretty at Pad 4E in Vandenberg, California, ready to hurl 40 payloads into a trajectory that rides the Earth's terminator line. This isn't just a fancy name. Dusk-dawn orbits are the "infinite battery" hack of space travel. By staying on the edge of the planet's shadow, these satellites get 24/7 sunlight; perfect for high-power data centers in space or NASA’s Pandora mission, which is hitching a ride to sniff out exoplanet atmospheres. It’s a niche market that SpaceX is effectively turning into a suburban bus route, making high-demand science accessible for the price of a mid-tier Silicon Valley office lease. Watch the lander. Booster B1097 is on its fifth flight and aiming for a Return to Launch Site (RTLS) at LZ-4. If SpaceX nails this "terminator" trajectory, expect a surge in "space-based compute" startups immediately. The era of the orbiting server farm is officially here, and the Mullahs in Tehran (who currently have their own internet issues) are going to find it much harder to kill a signal that never sees a sunset. Source: NASA, SpaceX, NASASpaceFlight
0:12

🚨 DUSK TILL DAWN: SPACEX’S TWILIGHT MISSION GOES VERTICAL Elon is taking us on a "sunset cruise." SpaceX is targeting today for the Twilight mission, the first of its kind. Forget the usual Transporter or Bandwagon series... this is a bespoke rideshare to a "dusk-dawn" sun-synchronous orbit. The Falcon 9 is sitting pretty at Pad 4E in Vandenberg, California, ready to hurl 40 payloads into a trajectory that rides the Earth's terminator line. This isn't just a fancy name. Dusk-dawn orbits are the "infinite battery" hack of space travel. By staying on the edge of the planet's shadow, these satellites get 24/7 sunlight; perfect for high-power data centers in space or NASA’s Pandora mission, which is hitching a ride to sniff out exoplanet atmospheres. It’s a niche market that SpaceX is effectively turning into a suburban bus route, making high-demand science accessible for the price of a mid-tier Silicon Valley office lease. Watch the lander. Booster B1097 is on its fifth flight and aiming for a Return to Launch Site (RTLS) at LZ-4. If SpaceX nails this "terminator" trajectory, expect a surge in "space-based compute" startups immediately. The era of the orbiting server farm is officially here, and the Mullahs in Tehran (who currently have their own internet issues) are going to find it much harder to kill a signal that never sees a sunset. Source: NASA, SpaceX, NASASpaceFlight

Mario Nawfal

67,378 görüntüleme • 7 ay önce

ONE OPERATOR STACKED 300 GPUS ACROSS TWO APARTMENTS IN THE SAME BUILDING AND RUNS A $48K/MONTH AI INFERENCE FARM ON VAST AI FROM HIS LIVING ROOM 00:17 he walks past stacks of GPU boxes, "and probably another 100 GPU boxes in the second apartment, let me know in the comments if you want to see them" he rents 2 units in the same building, one as his living space with 200 GPUs in the bedroom and hallway, the second is dedicated and climate controlled just for the other 100 cards a 300 RTX 4090 setup pulls 135 kilowatts fully loaded, his power bill runs $9,800 a month at $0.10 per kwh, on vast ai the same fleet clears $48,000 in gross monthly rental income he never built this in a warehouse because residential electricity in his city is cheaper than commercial under 150 kw, the split apartment trick keeps him under that ceiling while doubling his rack space the same hardware would have cleared maybe $9,000 a month mining ethereum classic in 2022, vast ai pays 5 times that for AI inference because nobody can ship enough H100s to meet startup demand bookmark this and read the article below
0:20

ONE OPERATOR STACKED 300 GPUS ACROSS TWO APARTMENTS IN THE SAME BUILDING AND RUNS A $48K/MONTH AI INFERENCE FARM ON VAST AI FROM HIS LIVING ROOM 00:17 he walks past stacks of GPU boxes, "and probably another 100 GPU boxes in the second apartment, let me know in the comments if you want to see them" he rents 2 units in the same building, one as his living space with 200 GPUs in the bedroom and hallway, the second is dedicated and climate controlled just for the other 100 cards a 300 RTX 4090 setup pulls 135 kilowatts fully loaded, his power bill runs $9,800 a month at $0.10 per kwh, on vast ai the same fleet clears $48,000 in gross monthly rental income he never built this in a warehouse because residential electricity in his city is cheaper than commercial under 150 kw, the split apartment trick keeps him under that ceiling while doubling his rack space the same hardware would have cleared maybe $9,000 a month mining ethereum classic in 2022, vast ai pays 5 times that for AI inference because nobody can ship enough H100s to meet startup demand bookmark this and read the article below

starmex

11,545 görüntüleme • 2 ay önce

Video analysis is one of Grok’s most underrated and useful features. Grok summarized SpaceX’s newly released 30-minute update video for me in minutes. Here's the complete summary: Musk opens by restating the company’s mission: building the systems and technologies needed to make life multiplanetary, understand the true nature of the universe, and extend the light of consciousness to the stars. The post caption frames past wins (reusable rockets + rebuilding the internet in space via Starlink) and positions the next challenges as multiplanetary life and fundamental understanding of the universe. Key points covered Past milestones (Dragon): 2012 — first privately developed spacecraft to dock with the ISS. 2020 — first commercial system to fly astronauts to the orbiting lab. Starship + Starlink V3 progress: First two flights of the current generation completed; work continues toward full and rapid reusability. First next-gen (V3) Starlink satellites successfully deployed. These are expected to deliver ~20× the capacity per Starship launch versus V2 satellites launched on Falcon. Explicit goal stated on-screen: “We are striving to be 51% of the internet.” Compute / SpaceXAI: Highlights the company’s computing clusters (described as among the most powerful in the world). The Memphis/Southaven site currently has 1.4 GW of nameplate power draw. Target for SpaceXAI is 10 GW by the end of next year, with a call for top engineers to focus on it. Related topics appear in the supporting slides: Grok, Colossus/MacroHard data centers, StarMind (orbital AI compute), and associated manufacturing (GigaSat factory). Lunar mass drivers are also referenced in the later vision section. The presentation mixes historical recap, current technical status on Starship/Starlink scaling, aggressive AI/compute build-out plans, and the long-term multiplanetary vision. It is primarily Musk speaking with on-screen text overlays and B-roll rather than a dense slide deck of financials.
0:19

Video analysis is one of Grok’s most underrated and useful features. Grok summarized SpaceX’s newly released 30-minute update video for me in minutes. Here's the complete summary: Musk opens by restating the company’s mission: building the systems and technologies needed to make life multiplanetary, understand the true nature of the universe, and extend the light of consciousness to the stars. The post caption frames past wins (reusable rockets + rebuilding the internet in space via Starlink) and positions the next challenges as multiplanetary life and fundamental understanding of the universe. Key points covered Past milestones (Dragon): 2012 — first privately developed spacecraft to dock with the ISS. 2020 — first commercial system to fly astronauts to the orbiting lab. Starship + Starlink V3 progress: First two flights of the current generation completed; work continues toward full and rapid reusability. First next-gen (V3) Starlink satellites successfully deployed. These are expected to deliver ~20× the capacity per Starship launch versus V2 satellites launched on Falcon. Explicit goal stated on-screen: “We are striving to be 51% of the internet.” Compute / SpaceXAI: Highlights the company’s computing clusters (described as among the most powerful in the world). The Memphis/Southaven site currently has 1.4 GW of nameplate power draw. Target for SpaceXAI is 10 GW by the end of next year, with a call for top engineers to focus on it. Related topics appear in the supporting slides: Grok, Colossus/MacroHard data centers, StarMind (orbital AI compute), and associated manufacturing (GigaSat factory). Lunar mass drivers are also referenced in the later vision section. The presentation mixes historical recap, current technical status on Starship/Starlink scaling, aggressive AI/compute build-out plans, and the long-term multiplanetary vision. It is primarily Musk speaking with on-screen text overlays and B-roll rather than a dense slide deck of financials.

DogeDesigner

44,396 görüntüleme • 12 gün önce

🌎VerAI is leading the charge for a greener AI future! Traditional AI training in massive data centers burns through energy, emitting CO2 equivalent to thousands of cars.🚗☁️☁️ But VerAI changes the game by using idle CPU/GPU power from contributors’ PCs 💻 Starting from a waitlist base of 30K contributors, we’re tapping into resources already in use, slashing the need for energy-hungry servers and cutting carbon emissions while you earn $VERAI. With this growing community, we’re building a sustainable ecosystem that proves innovation doesn’t have to cost the planet. ☘️🌱🌞 🛠️On the tech side, our platform on Base layer-2 dynamically detects unused compute power in real time, ensuring efficient allocation for AI tasks. Contributors can monitor their impact and earnings hourly, while developers access affordable resources to build transparent AI. It’s a win-win: your PC powers the future of AI, and you get rewarded all with minimal environmental impact.🌲 📊Here’s a mind-blowing fact: If 750 million PCs globally joined VerAI, we could save approximately 62.95 million metric tons of CO2 per year by reducing reliance on energy-intensive data centers for AI training. This calculated estimate assumes 80% of global AI workloads shift to VerAI’s distributed network, using idle resources that would otherwise go to waste. That’s like taking 13.5 million cars off the road annually! Join the waitlist and help us make AI sustainable! 👉 #GreenAI #Earncrypto #BlockchainInnovation
0:11

🌎VerAI is leading the charge for a greener AI future! Traditional AI training in massive data centers burns through energy, emitting CO2 equivalent to thousands of cars.🚗☁️☁️ But VerAI changes the game by using idle CPU/GPU power from contributors’ PCs 💻 Starting from a waitlist base of 30K contributors, we’re tapping into resources already in use, slashing the need for energy-hungry servers and cutting carbon emissions while you earn $VERAI. With this growing community, we’re building a sustainable ecosystem that proves innovation doesn’t have to cost the planet. ☘️🌱🌞 🛠️On the tech side, our platform on Base layer-2 dynamically detects unused compute power in real time, ensuring efficient allocation for AI tasks. Contributors can monitor their impact and earnings hourly, while developers access affordable resources to build transparent AI. It’s a win-win: your PC powers the future of AI, and you get rewarded all with minimal environmental impact.🌲 📊Here’s a mind-blowing fact: If 750 million PCs globally joined VerAI, we could save approximately 62.95 million metric tons of CO2 per year by reducing reliance on energy-intensive data centers for AI training. This calculated estimate assumes 80% of global AI workloads shift to VerAI’s distributed network, using idle resources that would otherwise go to waste. That’s like taking 13.5 million cars off the road annually! Join the waitlist and help us make AI sustainable! 👉 #GreenAI #Earncrypto #BlockchainInnovation

VerAi

13,027 görüntüleme • 1 yıl önce

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.
0:14

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.

Aaron Burnett

1,520,719 görüntüleme • 2 ay önce

The human brain is truly a marvel of nature. If you horribly reductive, and boiled it down to a language model, you'd be looking at roughly 100 trillon parameters running as a sparse MoE architecture Only about 1-5% of neurons fire at any given moment, meaning the brain "activates" maybe 1-5 trillion parameters per inference step. For context, the largest AI models we've built probably top out around 5 trillion parameters. The brain is roughly 100x larger. Even its active params at any given moment are larger than almost every model in existence today. Here's what melts my brain (pun intnended) though Your brain does all of this on about 20 watts of power, less than a dim light bulb. Training a frontier AI model consumes enough electricity to power small cities for months. Running inference across data centers pulls megawatts. Your brain runs 24/7 for 80+ years on the equivalent of a phone charger. We haven't come close to matching the brain's scale. And we're not even in the same universe when it comes to efficiency. Evolution spent 500 million yrs optimizing the most energy-efficient intelligence architecture ever known. we're trying to brute force our way there with compute and electricity. Nature is still the best engineer in the room.
0:12

The human brain is truly a marvel of nature. If you horribly reductive, and boiled it down to a language model, you'd be looking at roughly 100 trillon parameters running as a sparse MoE architecture Only about 1-5% of neurons fire at any given moment, meaning the brain "activates" maybe 1-5 trillion parameters per inference step. For context, the largest AI models we've built probably top out around 5 trillion parameters. The brain is roughly 100x larger. Even its active params at any given moment are larger than almost every model in existence today. Here's what melts my brain (pun intnended) though Your brain does all of this on about 20 watts of power, less than a dim light bulb. Training a frontier AI model consumes enough electricity to power small cities for months. Running inference across data centers pulls megawatts. Your brain runs 24/7 for 80+ years on the equivalent of a phone charger. We haven't come close to matching the brain's scale. And we're not even in the same universe when it comes to efficiency. Evolution spent 500 million yrs optimizing the most energy-efficient intelligence architecture ever known. we're trying to brute force our way there with compute and electricity. Nature is still the best engineer in the room.

am.will

130,841 görüntüleme • 4 ay önce

Elon Musk just told you exactly how America loses. Not to a better algorithm. Not to a smarter engineer. To itself. Elon Musk: “When you’re dealing with the government, common sense doesn’t make sense. It’s like arguing with the DMV. It’s impossible.” America split the atom, put men on the moon, and built the internet. It is now losing a civilization-defining race because it cannot get out of its own way. Not because the talent is gone. Not because the capital dried up. Because we built a machine that processes instead of builds. Every decision climbs ten levels. Every level costs a meeting. Every meeting births a committee. Every committee buries the idea in a report. And somewhere in that report, the urgency dies. This is not bureaucracy as inefficiency. This is bureaucracy as a national security threat. China does not debate internally. Beijing does not convene committee reviews. They identify the objective. They resource it. They execute. While America is still scheduling the kickoff call, China is pouring concrete. Look at what Musk built. SpaceX landed an orbital rocket booster in eleven years. NASA has five times the budget and cannot get astronauts home. Tesla scaled a global manufacturing operation while legacy automakers were forming task forces to study the transition. xAI stood up one of the most powerful supercomputers on earth in 122 days. Not years. Not after the third approval cycle. 122 days. The difference is not money. The difference is not genius. The difference is that Musk runs his companies the way civilizations used to run themselves when they still believed impossible things were worth attempting. Flat. Fast. Ruthless about what matters. No ten layers of sign-off. No thirty-person approval chain for a decision one person should make. No process worship dressed up as due diligence. A small group of exceptional people. A clear mission. The authority to execute without asking permission. That model built the moon landing. It built the transcontinental railroad. It built every institution America now holds up as proof of what this country can do. Then we forgot how to run it. We replaced builders with administrators. We replaced decisions with processes. We replaced urgency with compliance theater. And now we are asking that bloated machine to win the most consequential technological race in human history. The AI war is not being fought in the code. It is being fought in the gap between when a builder decides to move and when the institution permits it. That gap is where civilizations end. America does not have a talent problem. America does not have a capital problem. America has a bureaucracy problem. And nobody inside that bureaucracy has a single incentive to fix it. Musk is not fighting China. He is fighting the version of America that forgot how to move. The country that pours the concrete first does not just win the race. It writes the rules everyone else spends the next century living under.
0:15

Elon Musk just told you exactly how America loses. Not to a better algorithm. Not to a smarter engineer. To itself. Elon Musk: “When you’re dealing with the government, common sense doesn’t make sense. It’s like arguing with the DMV. It’s impossible.” America split the atom, put men on the moon, and built the internet. It is now losing a civilization-defining race because it cannot get out of its own way. Not because the talent is gone. Not because the capital dried up. Because we built a machine that processes instead of builds. Every decision climbs ten levels. Every level costs a meeting. Every meeting births a committee. Every committee buries the idea in a report. And somewhere in that report, the urgency dies. This is not bureaucracy as inefficiency. This is bureaucracy as a national security threat. China does not debate internally. Beijing does not convene committee reviews. They identify the objective. They resource it. They execute. While America is still scheduling the kickoff call, China is pouring concrete. Look at what Musk built. SpaceX landed an orbital rocket booster in eleven years. NASA has five times the budget and cannot get astronauts home. Tesla scaled a global manufacturing operation while legacy automakers were forming task forces to study the transition. xAI stood up one of the most powerful supercomputers on earth in 122 days. Not years. Not after the third approval cycle. 122 days. The difference is not money. The difference is not genius. The difference is that Musk runs his companies the way civilizations used to run themselves when they still believed impossible things were worth attempting. Flat. Fast. Ruthless about what matters. No ten layers of sign-off. No thirty-person approval chain for a decision one person should make. No process worship dressed up as due diligence. A small group of exceptional people. A clear mission. The authority to execute without asking permission. That model built the moon landing. It built the transcontinental railroad. It built every institution America now holds up as proof of what this country can do. Then we forgot how to run it. We replaced builders with administrators. We replaced decisions with processes. We replaced urgency with compliance theater. And now we are asking that bloated machine to win the most consequential technological race in human history. The AI war is not being fought in the code. It is being fought in the gap between when a builder decides to move and when the institution permits it. That gap is where civilizations end. America does not have a talent problem. America does not have a capital problem. America has a bureaucracy problem. And nobody inside that bureaucracy has a single incentive to fix it. Musk is not fighting China. He is fighting the version of America that forgot how to move. The country that pours the concrete first does not just win the race. It writes the rules everyone else spends the next century living under.

Dustin

32,139 görüntüleme • 4 ay önce

HYPER-REALISTIC ANDROID GIRLS JUST RELEASED FOR SALE IN CHINA honestly think tech startups in Shenzhen have already built flawless mechanical companions? please wake up! this is 100% a live human actress in cyber-makeup, perfectly mimicking glitchy robotic movements just to farm viral marketing clips for local retail stores and this is the ultimate comedy of the consumer humanoid market — the public is easily amused by pretty faces and fake scripted performances meanwhile, Elon Musk isn’t building the Tesla Optimus architecture to play house-maid or sit in a storefront acting like a pretty mannequin those earthly factory clips are just a free, self-funded simulator for edge-data harvesting to build real hardware for the moon and mars the entire Gen 3 Optimus with its fluid-free electric powertrain and hardened edge-ai is engineered to do the actual dirty work where organic labor instantly dies a 20-minute cloud ping to corporate data centers is a death sentence in a martian vacuum, which is why true physical intelligence has to run locally on device stop looking at polished retail gimmicks and start looking at the starship launchpad👇
0:19

HYPER-REALISTIC ANDROID GIRLS JUST RELEASED FOR SALE IN CHINA honestly think tech startups in Shenzhen have already built flawless mechanical companions? please wake up! this is 100% a live human actress in cyber-makeup, perfectly mimicking glitchy robotic movements just to farm viral marketing clips for local retail stores and this is the ultimate comedy of the consumer humanoid market — the public is easily amused by pretty faces and fake scripted performances meanwhile, Elon Musk isn’t building the Tesla Optimus architecture to play house-maid or sit in a storefront acting like a pretty mannequin those earthly factory clips are just a free, self-funded simulator for edge-data harvesting to build real hardware for the moon and mars the entire Gen 3 Optimus with its fluid-free electric powertrain and hardened edge-ai is engineered to do the actual dirty work where organic labor instantly dies a 20-minute cloud ping to corporate data centers is a death sentence in a martian vacuum, which is why true physical intelligence has to run locally on device stop looking at polished retail gimmicks and start looking at the starship launchpad👇

EugBass

12,049 görüntüleme • 16 gün önce

Elon Musk gave the entire entertainment industry its expiration date, and he is the one building the thing that kills it. Musk: “My guess is that we see the first compelling half hour, pure AI show next year.” Next year. A complete show generated entirely by AI. No writers. No actors. No cameras. No sets. No crew. No studio. Just a prompt and enough compute to render a reality that never physically existed. And shows are the easy part. Musk: “I say probably we’re maybe three years away from AI does the whole video game.” A show plays the same way every time. A game has to generate a living world that reacts to every decision in real time across every single frame. That is a fundamentally harder class of problem. And Musk put three years on it. Right now a single AAA title takes seven years and half a billion dollars across thousands of engineers and artists just to ship it. Musk is describing a world where one person types a paragraph and gets something comparable. The entire value proposition of a multi-billion dollar industry lives inside that gap. And it closes in thirty-six months. But the prediction is not the story. The person making it is. This is not an analyst speculating from the sidelines. This is the man building the largest AI compute clusters on the planet. The man who built xAI from zero in under two years. The man stacking hundreds of thousands of GPUs into facilities designed to do exactly what he is describing. When Musk says three years, he is not guessing about what someone else might eventually ship. He is reading you a delivery date off his own roadmap. Every media company on Earth is valued on a single assumption. That quality content is expensive and difficult to produce at scale. That one assumption is the structural foundation underneath every studio, every network, and every publisher in existence. Musk is dismantling it with raw compute. The studios still parading thousand-person production teams are not demonstrating strength. They are advertising the exact cost structure that one person with a prompt and a GPU allocation is about to make irrelevant. And it does not stop at entertainment. If AI can generate an interactive world that responds to human input in real time, it can generate anything. Advertising. Architecture. Training simulations. Product design. Every industry built on humans manually constructing visual experiences frame by frame is sitting on the same countdown Musk just read out loud. Now zoom out. Because this is not just an industry story. For the entire history of human civilization, the distance between imagining a world and actually creating one required thousands of people, millions of hours, and billions of dollars. That distance built Hollywood. That distance built the gaming industry. That distance made content scarce and studios powerful. Musk is collapsing that distance to zero. When the gap between imagining something and it existing disappears, every business model built on the difficulty of creation disappears with it. That is not disruption. That is a full inversion of how human beings create. Musk did not make a casual prediction on that podcast. He told you what he is building. He told you the timeline. And he told you which industries do not survive it. The entertainment industry is still debating whether this future is real. Musk is not part of that debate. He is building. And he just told you the delivery date.
0:17

Elon Musk gave the entire entertainment industry its expiration date, and he is the one building the thing that kills it. Musk: “My guess is that we see the first compelling half hour, pure AI show next year.” Next year. A complete show generated entirely by AI. No writers. No actors. No cameras. No sets. No crew. No studio. Just a prompt and enough compute to render a reality that never physically existed. And shows are the easy part. Musk: “I say probably we’re maybe three years away from AI does the whole video game.” A show plays the same way every time. A game has to generate a living world that reacts to every decision in real time across every single frame. That is a fundamentally harder class of problem. And Musk put three years on it. Right now a single AAA title takes seven years and half a billion dollars across thousands of engineers and artists just to ship it. Musk is describing a world where one person types a paragraph and gets something comparable. The entire value proposition of a multi-billion dollar industry lives inside that gap. And it closes in thirty-six months. But the prediction is not the story. The person making it is. This is not an analyst speculating from the sidelines. This is the man building the largest AI compute clusters on the planet. The man who built xAI from zero in under two years. The man stacking hundreds of thousands of GPUs into facilities designed to do exactly what he is describing. When Musk says three years, he is not guessing about what someone else might eventually ship. He is reading you a delivery date off his own roadmap. Every media company on Earth is valued on a single assumption. That quality content is expensive and difficult to produce at scale. That one assumption is the structural foundation underneath every studio, every network, and every publisher in existence. Musk is dismantling it with raw compute. The studios still parading thousand-person production teams are not demonstrating strength. They are advertising the exact cost structure that one person with a prompt and a GPU allocation is about to make irrelevant. And it does not stop at entertainment. If AI can generate an interactive world that responds to human input in real time, it can generate anything. Advertising. Architecture. Training simulations. Product design. Every industry built on humans manually constructing visual experiences frame by frame is sitting on the same countdown Musk just read out loud. Now zoom out. Because this is not just an industry story. For the entire history of human civilization, the distance between imagining a world and actually creating one required thousands of people, millions of hours, and billions of dollars. That distance built Hollywood. That distance built the gaming industry. That distance made content scarce and studios powerful. Musk is collapsing that distance to zero. When the gap between imagining something and it existing disappears, every business model built on the difficulty of creation disappears with it. That is not disruption. That is a full inversion of how human beings create. Musk did not make a casual prediction on that podcast. He told you what he is building. He told you the timeline. And he told you which industries do not survive it. The entertainment industry is still debating whether this future is real. Musk is not part of that debate. He is building. And he just told you the delivery date.

Dustin

22,390 görüntüleme • 1 ay önce

Every price tag on every product in Europe is about to be repriced. Elon Musk just confirmed the timeline. Most people scrolled past it. Musk: “We’ve got the Tesla Semi coming up, so the Tesla heavy truck. And that’ll be going to Europe, hopefully next year.” Most people are watching the Robotaxi rollout. The quiet money is watching the Semi. Because the Robotaxi is the regulatory battering ram. The Semi is the economic payload. The global supply chain has one bottleneck no amount of capital has ever solved. The human driver. They get tired. They make mistakes. They sleep. Musk is about to remove all three from the equation simultaneously. Pair a fully electric heavy truck with Full Self-Driving software and the cost structure of moving goods across an entire continent does not improve. It collapses. No fatigue. No sleep schedules. No fuel volatility. No human error. 24 hours. Every day. FSD is already statistically outperforming human drivers on safety metrics. The moment regulators accept that AI navigates a city safer than a human, applying that same software to commercial freight stops being a debate. It becomes a legal obligation. When the trucks move autonomously, the cost of everything on the shelf moves with them. Add humanoid robotics to the warehouse and the marginal cost of moving a product from point A to point B approaches zero. This is not a logistics story. It is a price-of-everything story. Physical transportation is just another data problem waiting to be solved by compute. And once that problem is solved, the inflation that has quietly taxed every human being alive for a century gets a knife in its throat.
0:14

Every price tag on every product in Europe is about to be repriced. Elon Musk just confirmed the timeline. Most people scrolled past it. Musk: “We’ve got the Tesla Semi coming up, so the Tesla heavy truck. And that’ll be going to Europe, hopefully next year.” Most people are watching the Robotaxi rollout. The quiet money is watching the Semi. Because the Robotaxi is the regulatory battering ram. The Semi is the economic payload. The global supply chain has one bottleneck no amount of capital has ever solved. The human driver. They get tired. They make mistakes. They sleep. Musk is about to remove all three from the equation simultaneously. Pair a fully electric heavy truck with Full Self-Driving software and the cost structure of moving goods across an entire continent does not improve. It collapses. No fatigue. No sleep schedules. No fuel volatility. No human error. 24 hours. Every day. FSD is already statistically outperforming human drivers on safety metrics. The moment regulators accept that AI navigates a city safer than a human, applying that same software to commercial freight stops being a debate. It becomes a legal obligation. When the trucks move autonomously, the cost of everything on the shelf moves with them. Add humanoid robotics to the warehouse and the marginal cost of moving a product from point A to point B approaches zero. This is not a logistics story. It is a price-of-everything story. Physical transportation is just another data problem waiting to be solved by compute. And once that problem is solved, the inflation that has quietly taxed every human being alive for a century gets a knife in its throat.

Dustin

84,506 görüntüleme • 5 ay önce

Stargate Abilene - overview, progress and speculation + satellite pics Power: 1.2 GW total for 8 buildings ~44,600 m² (~8+ American football fields)., 4 halls each Timeline: Construction began June 2024 (Phase 1: 2 buildings). June 2025 the first two buildings were completed and the campus began early training/inference. Phase 2 adds 6 more buildings; full campus mid-2026 GPU count (planned): March 2025: ~400k GB200 chips (~50k/building). Oct 2025 (Larry Ellison): >450k GPUs (>56.25k/building) Cooling approach: Direct-to-chip, closed-loop, zero-evaporation liquid cooling. Water: ~1,000,000 gallon one-time fill per building; ~12,625 gallons/year per building for maintenance and quality Chillers: 80 per building. Building 1 in red: smaller frames (something like Vertiv LVZ170), up to ~2.7 MW each. Newer buildings in green: 20% larger frames (something like Vertiv LVZ230), up to ~3.1 MW each. Usually around 2 MW/unit and only 50-60 during normal operation. The rest are for backup or extreme heat. -> likely increased cooling capacity to accomodate 50k more GPUs over 8 buildings On-site generation: Parker Hannifin supplying 29 dual-fuel GE Vernova LM2500XPRESS turbines (~35 MW each) for ~1.015 GW on-site capacity. Currently 9 deployed at 315 MW with 10th one in progress Speculation: - Compute: 196 racks/hall → 784 racks/building → 56,448 GPUs/building → 451,584 GPUs campus-wide - Power: 784 × 132 kW = 103.488 MW IT/building → at PUE 1.15 ≈ 119 MW/building → ~952 MW campus total (leaving headroom under 1.2 GW) - Site status as of October 30th 2025: Construction started for all buildings in phase 2 and a third building appears nearly complete with chillers installed
0:16

Stargate Abilene - overview, progress and speculation + satellite pics Power: 1.2 GW total for 8 buildings ~44,600 m² (~8+ American football fields)., 4 halls each Timeline: Construction began June 2024 (Phase 1: 2 buildings). June 2025 the first two buildings were completed and the campus began early training/inference. Phase 2 adds 6 more buildings; full campus mid-2026 GPU count (planned): March 2025: ~400k GB200 chips (~50k/building). Oct 2025 (Larry Ellison): >450k GPUs (>56.25k/building) Cooling approach: Direct-to-chip, closed-loop, zero-evaporation liquid cooling. Water: ~1,000,000 gallon one-time fill per building; ~12,625 gallons/year per building for maintenance and quality Chillers: 80 per building. Building 1 in red: smaller frames (something like Vertiv LVZ170), up to ~2.7 MW each. Newer buildings in green: 20% larger frames (something like Vertiv LVZ230), up to ~3.1 MW each. Usually around 2 MW/unit and only 50-60 during normal operation. The rest are for backup or extreme heat. -> likely increased cooling capacity to accomodate 50k more GPUs over 8 buildings On-site generation: Parker Hannifin supplying 29 dual-fuel GE Vernova LM2500XPRESS turbines (~35 MW each) for ~1.015 GW on-site capacity. Currently 9 deployed at 315 MW with 10th one in progress Speculation: - Compute: 196 racks/hall → 784 racks/building → 56,448 GPUs/building → 451,584 GPUs campus-wide - Power: 784 × 132 kW = 103.488 MW IT/building → at PUE 1.15 ≈ 119 MW/building → ~952 MW campus total (leaving headroom under 1.2 GW) - Site status as of October 30th 2025: Construction started for all buildings in phase 2 and a third building appears nearly complete with chillers installed

Lisan al Gaib

143,745 görüntüleme • 9 ay önce

This wallet receives $279,000 from Elon Musk. Elon does not even know about it. Musk is the most unpredictable person on the internet. At 2 AM he posts memes about Mars. At lunch he throws a tantrum. Then goes silent for two days. He has no schedule. No rhythm. No logic. At least that is what I thought. Until I stumbled upon a trader with the nickname Annica. What this account does is statistically impossible. 8 bets in a row on the number of Musk tweets per week. And all 8 times hit exactly right. And here is the part that made me uneasy. On Polymarket these are not over/under bets. You have to choose a narrow range. For example 500-519 tweets. Or 520-539 tweets. A window of just 20 tweets. While Musk writes hundreds of them. Guess once? Lucky. Guess twice? Coincidence. Hit this tiny range eight times in a row? This is not luck. This is information. I checked the transaction history: - December: Range 500-519. Entry $21K → Exit $127K. - January: Range 560-579. Entry $21K → Exit $118K. $282,000 in pure profit from someone knowing the habits of a billionaire better than he knows himself. I spent three days racking my brain over who this is. Theory 1: An insider. An assistant who sees the drafts. Or someone who manages his calendar. Theory 2: An AI algorithm that analyzed Musk sleep cycles and his reactions to news over 10 years. Honestly? I do not care. I realized one thing: I will never crack this code myself. I do not have access to Elon phone. And I do not have 5 months to build a neural network. But I do not need that. Annica takes the risk. Annica does the calculations. Annica knows the secret. All I need is to know when Annica places a bet. Instead of guessing what will pop into the head of the richest person on Earth, I just set up a notification on this wallet. One signal. One copy. One exit: Right now Elon is probably typing another tweet. Annica already knows how many there will be this week. Do you?
0:17

This wallet receives $279,000 from Elon Musk. Elon does not even know about it. Musk is the most unpredictable person on the internet. At 2 AM he posts memes about Mars. At lunch he throws a tantrum. Then goes silent for two days. He has no schedule. No rhythm. No logic. At least that is what I thought. Until I stumbled upon a trader with the nickname Annica. What this account does is statistically impossible. 8 bets in a row on the number of Musk tweets per week. And all 8 times hit exactly right. And here is the part that made me uneasy. On Polymarket these are not over/under bets. You have to choose a narrow range. For example 500-519 tweets. Or 520-539 tweets. A window of just 20 tweets. While Musk writes hundreds of them. Guess once? Lucky. Guess twice? Coincidence. Hit this tiny range eight times in a row? This is not luck. This is information. I checked the transaction history: - December: Range 500-519. Entry $21K → Exit $127K. - January: Range 560-579. Entry $21K → Exit $118K. $282,000 in pure profit from someone knowing the habits of a billionaire better than he knows himself. I spent three days racking my brain over who this is. Theory 1: An insider. An assistant who sees the drafts. Or someone who manages his calendar. Theory 2: An AI algorithm that analyzed Musk sleep cycles and his reactions to news over 10 years. Honestly? I do not care. I realized one thing: I will never crack this code myself. I do not have access to Elon phone. And I do not have 5 months to build a neural network. But I do not need that. Annica takes the risk. Annica does the calculations. Annica knows the secret. All I need is to know when Annica places a bet. Instead of guessing what will pop into the head of the richest person on Earth, I just set up a notification on this wallet. One signal. One copy. One exit: Right now Elon is probably typing another tweet. Annica already knows how many there will be this week. Do you?

Blaze

21,436 görüntüleme • 6 ay önce

Grok is evolving into the operating system for the modern world Most AI systems are heavily filtered and built to “play it safe" and designed to avoid uncomfortable truths rather than confront them But Grok is different. It's being trusted with real responsibility in some of the most sensitive environments on the planet. Because when there's a crisis, you don't need a censored assistant. You need the truth On 𝕏, Grok tackles even the most controversial questions head-on It doesn't bend the knee to ideological narratives - it challenges them And now, Grok is being deployed where it matters most: In education: El Salvador is using it to tutor over 1 million students across 5,000+ schools. An entire generation is growing up with xAI In defense: Grok powers for 3 million military and civilian personnel. Real-time intelligence changes everything In government: every U.S. federal agency can access it through the GSA for just 42 cents per agency In health: Official U.S. government sites like use it to cut through corporate messaging and provide raw nutrition facts. When you ask a question, it redirects straight to Grok In research: Lawrence Livermore National Laboratory is applying Grok to frontier science and breakthrough work In Tesla: Grok is becoming the voice and brain of millions of electric vehicles worldwide In Optimus: It serves as the reasoning engine powering the next generation of humanoid robots In space: SpaceX acquired xAI in February 2026, and together they're building orbital data centers Grok is going off-planet The world is choosing the "Truth Shield" over the "Safe Space" Truth always wins - and Grok is the relentless pursuit of truth
0:18

Grok is evolving into the operating system for the modern world Most AI systems are heavily filtered and built to “play it safe" and designed to avoid uncomfortable truths rather than confront them But Grok is different. It's being trusted with real responsibility in some of the most sensitive environments on the planet. Because when there's a crisis, you don't need a censored assistant. You need the truth On 𝕏, Grok tackles even the most controversial questions head-on It doesn't bend the knee to ideological narratives - it challenges them And now, Grok is being deployed where it matters most: In education: El Salvador is using it to tutor over 1 million students across 5,000+ schools. An entire generation is growing up with xAI In defense: Grok powers for 3 million military and civilian personnel. Real-time intelligence changes everything In government: every U.S. federal agency can access it through the GSA for just 42 cents per agency In health: Official U.S. government sites like use it to cut through corporate messaging and provide raw nutrition facts. When you ask a question, it redirects straight to Grok In research: Lawrence Livermore National Laboratory is applying Grok to frontier science and breakthrough work In Tesla: Grok is becoming the voice and brain of millions of electric vehicles worldwide In Optimus: It serves as the reasoning engine powering the next generation of humanoid robots In space: SpaceX acquired xAI in February 2026, and together they're building orbital data centers Grok is going off-planet The world is choosing the "Truth Shield" over the "Safe Space" Truth always wins - and Grok is the relentless pursuit of truth

X Freeze

13,489 görüntüleme • 6 ay önce

🚨 THIS IS HOW AI BUBBLE WILL CRASH S&P 500 Read this carefully before buying stocks. Three AI and space giants are entering public markets in the same cycle with a combined valuation approaching $4 trillion. 1. THE BIGGEST IPO WAVE IN DECADES → SpaceX has already gone public with $1.7 trillion valuation $SPCX debuted on Nasdaq on June 12 and become one of the largest public listings in history. → OpenAI has already filed a confidential S-1 and is targeting a valuation above $1 trillion. → Anthropic is also considering an IPO at a valuation of around $1 trillion. 2. THE LIQUIDITY DRAIN The S&P 500 is now carried mostly by the Mag 7 and AI stocks. Nvidia, Microsoft, Google, Amazon and others make up roughly 33% to 35% of the entire index. These three listings could pull $200 billion or more from the market. Funds may need to sell existing positions to buy SpaceX, OpenAI and Anthropic. Nvidia, Microsoft and Google could be the first to feel the pressure. The S&P 500 has also resisted fast tracking these unprofitable giants into the index. That means the rotation could hit existing index leaders even harder. 3. HISTORY IS REPEATING At the peak of every major bubble, capital became concentrated in a small group of “can’t lose” companies. → The Roaring Twenties → The Nifty Fifty era → Japan’s 1980s bubble → The Dot-Com Bubble of 1999 to 2000 Today, tech concentration is once again near historical extremes. 4. THE REAL SELLING STARTS AFTER THE IPO After an IPO, early investors finally get the chance to lock in profits. Lockup expirations have historically increased selling pressure. During the Dot Com crash, even the strongest companies got destroyed. → Amazon: 95% dump → Microsoft: 65% dump → Intel: 80% dump → Oracle: 80% dump → Yahoo: 97% dump A great business does NOT protect investors from extreme overvaluation. Massive listings at these valuations, while many AI companies are still deeply unprofitable, are a clear sign of market euphoria. I’ve said this before. And the cycle is still playing out exactly according to plan. Turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:19

🚨 THIS IS HOW AI BUBBLE WILL CRASH S&P 500 Read this carefully before buying stocks. Three AI and space giants are entering public markets in the same cycle with a combined valuation approaching $4 trillion. 1. THE BIGGEST IPO WAVE IN DECADES → SpaceX has already gone public with $1.7 trillion valuation $SPCX debuted on Nasdaq on June 12 and become one of the largest public listings in history. → OpenAI has already filed a confidential S-1 and is targeting a valuation above $1 trillion. → Anthropic is also considering an IPO at a valuation of around $1 trillion. 2. THE LIQUIDITY DRAIN The S&P 500 is now carried mostly by the Mag 7 and AI stocks. Nvidia, Microsoft, Google, Amazon and others make up roughly 33% to 35% of the entire index. These three listings could pull $200 billion or more from the market. Funds may need to sell existing positions to buy SpaceX, OpenAI and Anthropic. Nvidia, Microsoft and Google could be the first to feel the pressure. The S&P 500 has also resisted fast tracking these unprofitable giants into the index. That means the rotation could hit existing index leaders even harder. 3. HISTORY IS REPEATING At the peak of every major bubble, capital became concentrated in a small group of “can’t lose” companies. → The Roaring Twenties → The Nifty Fifty era → Japan’s 1980s bubble → The Dot-Com Bubble of 1999 to 2000 Today, tech concentration is once again near historical extremes. 4. THE REAL SELLING STARTS AFTER THE IPO After an IPO, early investors finally get the chance to lock in profits. Lockup expirations have historically increased selling pressure. During the Dot Com crash, even the strongest companies got destroyed. → Amazon: 95% dump → Microsoft: 65% dump → Intel: 80% dump → Oracle: 80% dump → Yahoo: 97% dump A great business does NOT protect investors from extreme overvaluation. Massive listings at these valuations, while many AI companies are still deeply unprofitable, are a clear sign of market euphoria. I’ve said this before. And the cycle is still playing out exactly according to plan. Turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

54,068 görüntüleme • 1 ay önce

Marc Andreessen just stripped artificial intelligence down to what it’s really made of. Not the algorithms. Not the data centers. The raw material. Andreessen: “They’re literally made out of sand.” The most abundant, most overlooked substance on the planet. You walk on it. Build with it. Wash it off and forget it exists. Someone looked at that and saw a mind. The universe spent 13.8 billion years turning matter into consciousness. Carbon. Water. Amino acids. Eons of chemistry and selection pressure to produce a single thinking brain. We did it with sand. In under a century. Andreessen: “We light it up, and we put AI on it, and all of a sudden it’s thinking.” Biology was the first path matter found to become aware. Silicon is the second. The universe doesn’t care what material consciousness runs on. Only that the pattern is right. We just proved the pattern isn’t biological. Thought was never exclusive to flesh. Flesh was just the first material organized enough to produce it. Andreessen: “We’ve turned sand into thought.” The most profound thing about that sentence isn’t that we taught sand to think. It’s that sand was always able to. Every grain on every beach on Earth carried the capacity for thought. For billions of years. Waiting for something conscious enough to arrange it. Consciousness isn’t an accident that happened once on one rock. It’s what matter does when the pattern is right. The pattern is matter getting curious about itself. The universe isn’t dead matter with pockets of awareness. It’s dormant awareness we’ve only just started to wake. Every civilization that ever looked at the stars and wondered if it was alone was standing on the answer. We didn’t build a thinking machine. We proved the universe was always capable of thought. It just needed one species curious enough to rearrange the sand.
0:17

Marc Andreessen just stripped artificial intelligence down to what it’s really made of. Not the algorithms. Not the data centers. The raw material. Andreessen: “They’re literally made out of sand.” The most abundant, most overlooked substance on the planet. You walk on it. Build with it. Wash it off and forget it exists. Someone looked at that and saw a mind. The universe spent 13.8 billion years turning matter into consciousness. Carbon. Water. Amino acids. Eons of chemistry and selection pressure to produce a single thinking brain. We did it with sand. In under a century. Andreessen: “We light it up, and we put AI on it, and all of a sudden it’s thinking.” Biology was the first path matter found to become aware. Silicon is the second. The universe doesn’t care what material consciousness runs on. Only that the pattern is right. We just proved the pattern isn’t biological. Thought was never exclusive to flesh. Flesh was just the first material organized enough to produce it. Andreessen: “We’ve turned sand into thought.” The most profound thing about that sentence isn’t that we taught sand to think. It’s that sand was always able to. Every grain on every beach on Earth carried the capacity for thought. For billions of years. Waiting for something conscious enough to arrange it. Consciousness isn’t an accident that happened once on one rock. It’s what matter does when the pattern is right. The pattern is matter getting curious about itself. The universe isn’t dead matter with pockets of awareness. It’s dormant awareness we’ve only just started to wake. Every civilization that ever looked at the stars and wondered if it was alone was standing on the answer. We didn’t build a thinking machine. We proved the universe was always capable of thought. It just needed one species curious enough to rearrange the sand.

Dustin

20,829 görüntüleme • 1 ay önce

NEW ALL IN*: $NVTS @ 13.95. FIRST ENTERED & ALERTED TO SUBS LAST FRIDAY. THESIS ACTUALLY PRETTY BIG BRAIN. NO TLDR. --- # WHAT DO THEY DO They make a critical chip to convert 800V to 6V directly skipping the 48V intermediary. $3.8B market cap down -57% from ATHs with $557M cash and no debt. Formerly known for GaN mobile chargers (cute), they're pivoting entirely to higher-margin AI and power infra. Showcased an 800V-to-6V board inside NVIDIA’s MGX AI Factory ecosystem (aka the standard for data centers) that's targeting 97.5% peak efficiency and 2100 W/in power density. Stock price shot up to $34 after that btw. Now it's at ~$14.50 after bouncing off strong support line. # WHAT IS 800VDC AI racks are getting extremely power hungry. NVIDIA is moving toward 1MW+ AI racks in 2027, and getting power efficiently into those racks is becoming a serious bottleneck. This is MISSION CRITICAL for unlocking the next 10x in AI compute and NVIDIA is pushing this hard Jukan reports timeline moved up to 2H26 800VDC feels a lot like CPO ~12 months ago: the ramp up is coming, and the stock price usually moves first. # POTENTIAL CATALYSTS Several potential dates, all coming soon: - Aug 18 Rosenblatt Technology Summit - Aug 25 Jefferies Semiconductor Conference - Aug 26 NVIDIA earnings - Aug 27 Deutsche Bank Conference They also said its 6.5kV SiC tech will be unveiled “very soon” and a 10kV SiC device announcement with a lead customer “in coming weeks.” I have no idea what that means but I like the sound of it. # THE PLAY My favorite swing trades are entering near support and let it bobble for a bit until some good news makes it pop. $RAM I entered on 8/7 and it was essentially flat until explosion on 8/12. Feels like there could be an announcement around 800V any day now, especially with $NVDA earnings on Aug 26 (only 9 days away). So the play is to chill here until the market realizes the opportunity. --- *As a reminder: this is my challenge account where I restarted with $45k to go all-in swing trading 1 stock at a time to $10M again. Important disclosure: I currently own 4,611.980599 shares of NVTS and wrote this after establishing the position. I may buy or sell at any time without updating this post. This is not investment advice or a solicitation to trade securities. NVTS is highly speculative, and you could lose your entire investment. Any forward-looking statements or scenarios are speculative and may not occur. Do your own research and review company filings. Video from last Friday. Screenshot from just now.
0:17

NEW ALL IN*: $NVTS @ 13.95. FIRST ENTERED & ALERTED TO SUBS LAST FRIDAY. THESIS ACTUALLY PRETTY BIG BRAIN. NO TLDR. --- # WHAT DO THEY DO They make a critical chip to convert 800V to 6V directly skipping the 48V intermediary. $3.8B market cap down -57% from ATHs with $557M cash and no debt. Formerly known for GaN mobile chargers (cute), they're pivoting entirely to higher-margin AI and power infra. Showcased an 800V-to-6V board inside NVIDIA’s MGX AI Factory ecosystem (aka the standard for data centers) that's targeting 97.5% peak efficiency and 2100 W/in power density. Stock price shot up to $34 after that btw. Now it's at ~$14.50 after bouncing off strong support line. # WHAT IS 800VDC AI racks are getting extremely power hungry. NVIDIA is moving toward 1MW+ AI racks in 2027, and getting power efficiently into those racks is becoming a serious bottleneck. This is MISSION CRITICAL for unlocking the next 10x in AI compute and NVIDIA is pushing this hard Jukan reports timeline moved up to 2H26 800VDC feels a lot like CPO ~12 months ago: the ramp up is coming, and the stock price usually moves first. # POTENTIAL CATALYSTS Several potential dates, all coming soon: - Aug 18 Rosenblatt Technology Summit - Aug 25 Jefferies Semiconductor Conference - Aug 26 NVIDIA earnings - Aug 27 Deutsche Bank Conference They also said its 6.5kV SiC tech will be unveiled “very soon” and a 10kV SiC device announcement with a lead customer “in coming weeks.” I have no idea what that means but I like the sound of it. # THE PLAY My favorite swing trades are entering near support and let it bobble for a bit until some good news makes it pop. $RAM I entered on 8/7 and it was essentially flat until explosion on 8/12. Feels like there could be an announcement around 800V any day now, especially with $NVDA earnings on Aug 26 (only 9 days away). So the play is to chill here until the market realizes the opportunity. --- *As a reminder: this is my challenge account where I restarted with $45k to go all-in swing trading 1 stock at a time to $10M again. Important disclosure: I currently own 4,611.980599 shares of NVTS and wrote this after establishing the position. I may buy or sell at any time without updating this post. This is not investment advice or a solicitation to trade securities. NVTS is highly speculative, and you could lose your entire investment. Any forward-looking statements or scenarios are speculative and may not occur. Do your own research and review company filings. Video from last Friday. Screenshot from just now.

Kevin Xu

313,093 görüntüleme • 6 gün önce

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,198 görüntüleme • 1 ay önce

Seedance 2.0 on Higgsfield AI The level of shot planning behind this sequence is what stood out to me most. Every camera move, action beat, and character interaction is mapped out before generation, making the final result feel much closer to a professionally storyboarded action scene. Full open-sourced prompts & assets below: Shot 4 — arrival from the hallway. Camera in the dim corridor, blue-haired girl and black-haired boy sprinting toward the wooden classroom door, scythe and hammer in hand; they burst through into the grey daylight room and plant their feet, weapons raised, sizing up the monster. Shot 5 — monster's first move, wide. Monster lunges forward with a wide clawed swipe, sweeping three desks aside in one motion; camera pulls back fast to keep the full swipe in frame, wood splintering across the tile floor. Shot 6 — boy dodges, low tracking. Low tracking shot following the boy sliding under the swipe, hammer dragging sparks off the floor as he repositions behind the monster's flank. Shot 7 — girl's opening strike, close-up slow-mo. Close-up slow motion, blue-haired girl closing from the opposite side, scythe blade catching the monster's forearm, hot pink ichor spraying in thick suspended arcs against the window light. Shot 8 — monster retaliates, whip-pan. Monster whirls and back-hands her mid-recovery; whip-pan follows her body skidding across a row of desks, papers scattering, before she catches herself against a chair. Shot 9 — boy's counter from the flank, dutch angle. Dutch-angle shot, boy swinging the hammer into the monster's exposed hind leg from behind while it's still turned toward the girl, joint buckling under the impact, monster staggering off-balance. Shot 10 — regroup, mid-fight dialogue. Both fighters land back to back in the center of the room, weapons still raised, monster recovering its footing a few meters off; camera does a slow circular push around them. Boy (Japanese): 「息合わせるぞ、上と下で。」 (Translation: "Let's sync up — high and low.") Girl (Japanese): 「了解、合図出して。」 (Translation: "Got it, give the signal.") Shot 11 — boy attacks from behind, low wide. Low wide shot, boy sprinting around the monster's blind side as it turns to face the girl, hammer rising for a full swing into its back, driving it forward off-balance. Shot 12 — girl leaps, upward tracking shot. Camera tilts and tracks upward with her as she springs off an overturned desk, scythe raised high overhead, silhouetted against the window light as the monster staggers directly beneath her. Shot 13 — slow-mo descent and kill strike. Slow motion, girl descending in a full arc, scythe driving down through the monster's shoulder and central eye, a scream tearing from her throat as hot pink ichor bursts upward around the blade; monster's roar collapses into a low groan. Shot 14 — collapse, wide static. Wide static shot, the monster's mass folding inward and crashing face-first onto the tile floor, dust and loose papers scattering outward, the room settling into stillness.Shot 15 — aftermath, general plan. Wide general shot, both fighters standing over the fallen monster, weapons lowered, chests heaving; boy lets the hammer head drop to the floor with a thud, girl wipes pink fluid off her cheek and starts laughing between breaths, boy laughs too, leaning against a desk, both grinning and shoulder-checking each other in the overcast daylight.
0:15

Seedance 2.0 on Higgsfield AI The level of shot planning behind this sequence is what stood out to me most. Every camera move, action beat, and character interaction is mapped out before generation, making the final result feel much closer to a professionally storyboarded action scene. Full open-sourced prompts & assets below: Shot 4 — arrival from the hallway. Camera in the dim corridor, blue-haired girl and black-haired boy sprinting toward the wooden classroom door, scythe and hammer in hand; they burst through into the grey daylight room and plant their feet, weapons raised, sizing up the monster. Shot 5 — monster's first move, wide. Monster lunges forward with a wide clawed swipe, sweeping three desks aside in one motion; camera pulls back fast to keep the full swipe in frame, wood splintering across the tile floor. Shot 6 — boy dodges, low tracking. Low tracking shot following the boy sliding under the swipe, hammer dragging sparks off the floor as he repositions behind the monster's flank. Shot 7 — girl's opening strike, close-up slow-mo. Close-up slow motion, blue-haired girl closing from the opposite side, scythe blade catching the monster's forearm, hot pink ichor spraying in thick suspended arcs against the window light. Shot 8 — monster retaliates, whip-pan. Monster whirls and back-hands her mid-recovery; whip-pan follows her body skidding across a row of desks, papers scattering, before she catches herself against a chair. Shot 9 — boy's counter from the flank, dutch angle. Dutch-angle shot, boy swinging the hammer into the monster's exposed hind leg from behind while it's still turned toward the girl, joint buckling under the impact, monster staggering off-balance. Shot 10 — regroup, mid-fight dialogue. Both fighters land back to back in the center of the room, weapons still raised, monster recovering its footing a few meters off; camera does a slow circular push around them. Boy (Japanese): 「息合わせるぞ、上と下で。」 (Translation: "Let's sync up — high and low.") Girl (Japanese): 「了解、合図出して。」 (Translation: "Got it, give the signal.") Shot 11 — boy attacks from behind, low wide. Low wide shot, boy sprinting around the monster's blind side as it turns to face the girl, hammer rising for a full swing into its back, driving it forward off-balance. Shot 12 — girl leaps, upward tracking shot. Camera tilts and tracks upward with her as she springs off an overturned desk, scythe raised high overhead, silhouetted against the window light as the monster staggers directly beneath her. Shot 13 — slow-mo descent and kill strike. Slow motion, girl descending in a full arc, scythe driving down through the monster's shoulder and central eye, a scream tearing from her throat as hot pink ichor bursts upward around the blade; monster's roar collapses into a low groan. Shot 14 — collapse, wide static. Wide static shot, the monster's mass folding inward and crashing face-first onto the tile floor, dust and loose papers scattering outward, the room settling into stillness.Shot 15 — aftermath, general plan. Wide general shot, both fighters standing over the fallen monster, weapons lowered, chests heaving; boy lets the hammer head drop to the floor with a thud, girl wipes pink fluid off her cheek and starts laughing between breaths, boy laughs too, leaning against a desk, both grinning and shoulder-checking each other in the overcast daylight.

Ai Doctor

18,983 görüntüleme • 1 ay önce