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Remembering when Texas Professor suggests that there is a Inbound planet heading toward Earth...🧐🤔🪐🪐🪐 Dr. Kaplan said the coordinates to see this inbound planet are: Right Ascension: 04 hrs. 08 Min. 08 Sec. Declination: 60 degrees 56 arc min. 43 arc sec. Moving toward earth at 200 Kps The...

219,045 görüntüleme • 2 gün önce •via X (Twitter)

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Bro… Elon just laid out the blueprint on how xAI and SpaceX are getting to 1,000+ gigawatts per year and beyond, in his closing statement at the xAI all-hands! IMO, this is why there will be no competition in space. 1/ Earth Supercomputers (Now) Build Memphis cluster to get us to >1 GW of power. “We’re only right now using roughly one percent of the potential energy of Earth.” Plan: • 330,000+ Grace Blackwell GPUs • ~1M H100-equivalent compute • 1 gigawatt draw at full scale • Built in <1 year • Tesla Megapacks stabilizing energy FYI, most AI companies are operating in hundreds of megawatts, yet xAI is already at a utility-scale gigawatt compute. 2/ Orbital Datacenters (Soon) Get to 100-200 GW per year launched into orbit with a path to ~1 terawatt (1,000 GW) total from Earth launches. “The next step beyond Earth data centers is our Earth orbital datacenters… launching at the 100-200 gigawatt per year level. Not cumulative, I mean per year.” Benefits: • Continuous solar exposure • No land constraints • No terrestrial grid bottlenecks • Virtually unlimited horizontal expansion FYI, 100–200 GW per year is equivalent to adding multiple large nation-scale grids annually. 3/ Moon Factories + Mass Driver (Mid Future) Get to 1,000+ GW per year, several orders of magnitude beyond Earth. “In order to do that you have to go to the Moon… We are actually going to have a mass driver on the Moon.” Plan: • Lunar factories build AI satellites • Electromagnetic mass driver launches them without fuel • Low lunar gravity reduces launch energy requirements • Scales far beyond Earth’s physical constraints FYI, this is when industrialized compute begins manufacturing off Earth. 4/ Solar System & Beyond (Long Term Future) Today the sun outputs ~3.8 × 10²⁶ watts “If we wanted to use even a millionth of the Sun’s energy, that would be roughly a million times more energy than civilization currently uses.” This means • 0.000001 of the Sun’s output = ~1,000,000 × today’s global Earth energy usage. 🤯 “Earth is really a tiny, tiny dust mote in a vast darkness… The Sun is 99.8% of all mass in the solar system.” To access that scale: • Moon manufacturing • Mars expansion • Solar-orbit compute clusters • Eventually tapping meaningful fractions of stellar output So… the blueprint to get here is 1/ Start at 1 GW. 2/ Scale to 1 TW. 3/ Scale to 1,000+ GW per year. 4/ Then expand toward fractions of the Sun itself. It’s clear that xAI + SpaceX is building the AI infrastructure and pathway to a stellar-scale energy civilization. I really hope I’m still alive to witness all this.

Teslaconomics

526,587 görüntüleme • 5 ay önce

A couple that makes $20k/mo will live a comfortable life in Toronto, Canada. Let me walk you through it $20k per month is $240k a year. Let’s say each person makes $120,000 per year In Ontario: Federal tax: $18,812.49 Provincial tax: $10,128.16 CPP contributions: $4,055.50 EI premiums $1,049.12 Net pay: $85,954.73 per person per year or $7,162.89 per person per month. Who are we talking about? A couple. No kids. For a couple: Net pay: $171,909.46 per year or $14,325.79 per month. What does “comfortable” mean? Let us say you are: - not living pay check to pay check - filling retirement accounts - paying for food, clothing, shelter, transportation Let us start: TFSA (equivalent to U.S. Roth IRA): $7,000 per adult per year, or $14k per couple per year total. But each person contributed $21,600 to their RRSP, paid $30,000 in tax, and had a refund of $8,900 which they used for their TFSA with $1,900 per person to spare. RRSP (equivalent to U.S. 401k/403b): $21,600 per adult, or $43,200 total per couple. For retirement (TFSA & RRSP): $43,200 per year or $3,600 per month. Let’s move to shelter: A 1b1b condo in Toronto costs $720,000. This should be affordable for a gross household income of $240,000 per year based on the 20/30/3 rule for buying a home: 1. 20% down 2. Shelter costs less than 30% gross household income 3. Shelter price less than 3x gross household income If no downpayment the couple needs to find $144,000 for downpayment, $13,275 land transfer tax (assuming first time home buyer otherwise $21,750) and legal. $162k+ Minimum. Monthly mortgage is $3,400 per month (20% down, 5.1% interest, 25 year amortization) Plus: Utilities Insurance Property tax Landscaping Maintenance Capital expenditures You get the picture. If non-recoverable shelter cost is 2% this is $14,400 per year or $1,200 per month. Let’s keep it simple and say that shelter equivalent is $4,600 per month Next add the following: Groceries: $1,000/mo Car: $1,000/mo (includes monthly payment, maintenance, insurance, gas) We are at $10,200 per month. ($3,600 retirement + $4,600 shelter + $1,000 food + $1,000 transportation) Now add: $200/mo Emergency fund $200/mo. Phone & Internet $400/mo Eating out $200/mo Entertainment $500/mo Clothes, Fitness, Grooming, Travel Total of $1,500 We are at $11,700 per month. This couple has $2,700 per month to spare and can consider having a child and/or a second car. Statistics Canada calculated that raising a child from birth until the age of 18 years of age will cost $1,400 per month. This excludes saving for the child’s post-secondary education in an RESP. In short to live a comfortable life in Toronto with adaquate contributions to retirement, money for shelter, food, clothing, transportation, entertainment, and a future that may include having a child, a couple needs to make $20k/mo. Otherwise we just decide to sacrifice, and live without something listed above. Get financially literate. You got this! 🙌

Lazy Canadian Investor

1,654,290 görüntüleme • 2 yıl önce

The US is about to charge $30 million per tanker to cross the Strait of Hormuz. Trump just declared the US the "Guardian of the Hormuz Strait" and said it will take a 20% cut on all cargo passing through. Here is what that actually means. A fully loaded supertanker carries about 2 million barrels of oil. At $75 a barrel, that cargo is worth roughly $150 million. A 20% fee on that is $30 million. Per ship. Per crossing. Now compare that to what Iran was charging. Iran's toll has been running at $1.5 million to $2 million per vessel. On a $150 million cargo, that is about 1.3%. Trump called that toll unacceptable. His replacement is roughly 15 times more expensive. The scale of this is what nobody is talking about. Before the war, 20.3 million barrels of oil crossed Hormuz every single day. At $75 oil, that is $1.52 billion of crude moving through the strait daily. A 20% cut on that comes to roughly $304 million a day. That is about $111 billion a year. For comparison, Iran's entire toll system was projected to earn $1 billion to $2 billion a year at best. The US plan would collect more than 50 times that. There is no precedent for this anywhere in global trade. The Suez Canal charges roughly $300,000 to $700,000 per vessel. The Panama Canal is similar. Both are man-made canals that countries built and maintain. Hormuz is a natural waterway. Under international law, ships have a right of transit passage through it. That is the exact legal argument the US used against Iran's toll. And the cost does not land on the US. It lands on Saudi Arabia, the UAE, Qatar, Kuwait, and Iraq, who ship the oil. And on China, India, Japan, and South Korea, who buy it. A $30 million fee per tanker works out to $15 per barrel. That gets passed straight into the price of crude. Oil is already up over 4% today. The strait that was supposed to reopen and lower prices is now being turned into the most expensive stretch of water on earth.

The Macro Paper

62,329 görüntüleme • 12 gün önce

Should I start this biz? I have a metal shop like this on my property. Full HVAC, 2,100 sqft. It's rented for $2,500 month to month to a lawncare biz. There's insane demand in my area for youth personal sports training here, from middle to high school. My buddies keep telling me I'll have a waiting list. Anyone could start this anywhere. I'm considering filling my shop with equipment, lining with astroturf and renting it out by the hour to 2-3 trainers at a time. My area is somewhat rural but affluent, and 30 mins from downtown Dallas. There are no gyms here. The demographic is upper middle class families with overachieving kids and top tier schools. Lots and lots and lots of youth sports. Furthermore, Texas' LARGEST high school is 10 mins away - 5,400 students across 3 grades. I don't want a monthly memberships because I want to control the flow of people at any given time, even if less profitable. I'm optimizing for quality of life here, and not trying to manage a 6th biz or massive headache. I'm thinking: - $40 per hour time slot - 10 surge hours per day at $40 per - 10 low demand hours per day at $10 per - 4 down hours per day for cleaning - 2-3 max people per slot That's 1,800 slots per month. At 3 trainings per week on average you'd need 150 students to be at max capacity. I could sell bundles of time slots together at a discount. There are at least 10,000 middle - high schoolers within 10 miles... And ~3,000 sets of parents with too much money to spend on sports. ON PAPER, at full capacity thats $45k/month top line. Much better than $2,500! Not bad for 2,100 sqft. Maybe add an hourly employee and some vending machines with drinks and snacks. Make it really nice inside. It would require some upfront build out cost. I could see this biz going up almost anywhere. Rent out someone else's shop with permission to do this. Buy (rent) by the acre and sell by the foot. The WeWork for youth sports. I want to do this but have zero time. Poke holes in this please. It seems asymmetric to me. If it doesn't work out I resell the equipment, enjoy my new $12k astroturf floor and move on.

Chris Koerner

97,593 görüntüleme • 1 yıl önce