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SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken,... and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summitshow more

sourcery

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120,441 次观看 • 18 天前 •via X (Twitter)

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BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable. But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. They’re going to do the same thing on Starship, because why wouldn’t they? Their internal costs on Starship are going to be whatever they need to be to deploy Starlink & orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable. But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. They’re going to do the same thing on Starship, because why wouldn’t they? Their internal costs on Starship are going to be whatever they need to be to deploy Starlink & orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

Molly O’Shea

197,636 次观看 • 2 个月前

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Nic Cruz Patane

72,344 次观看 • 5 个月前

Can companies responsibly build a business model around Starship? .Eric Romo, President & COO of Impulse Space doesn't think so. "Why would you (SpaceX) sell a thing you don’t have enough of for yourself, at a bargain-basement price, to your competitors? The logic just doesn’t hold anywhere there. And it’s just sort of the wishful thinking of, “Well, because I want it,” that these companies say they’re going to get this at a low price. And the reality is, in the market, this is the same thing that happened with Falcon 9."

Can companies responsibly build a business model around Starship? .Eric Romo, President & COO of Impulse Space doesn't think so. "Why would you (SpaceX) sell a thing you don’t have enough of for yourself, at a bargain-basement price, to your competitors? The logic just doesn’t hold anywhere there. And it’s just sort of the wishful thinking of, “Well, because I want it,” that these companies say they’re going to get this at a low price. And the reality is, in the market, this is the same thing that happened with Falcon 9."

Mo Islam

57,215 次观看 • 19 天前

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Acyn

494,187 次观看 • 7 个月前

SpaceX President & COO Gwynne Shotwell says Starlink will be profitable this year, but Starship will take the company to the next level. "We are going to make some money on Starlink this year. But ultimately I think Starship will be the thing that takes us over the top as one of the most valuable companies. We can't even envision what Starship is going to do to humanity and humans lives. That will be the most valuable part of SpaceX." (via Baron Capitol conference today)

SpaceX President & COO Gwynne Shotwell says Starlink will be profitable this year, but Starship will take the company to the next level. "We are going to make some money on Starlink this year. But ultimately I think Starship will be the thing that takes us over the top as one of the most valuable companies. We can't even envision what Starship is going to do to humanity and humans lives. That will be the most valuable part of SpaceX." (via Baron Capitol conference today)

Sawyer Merritt

554,612 次观看 • 1 年前

Mark Schlereth on the 49ers this season: “I think San Francisco is going to be one of those teams that will be shockingly good. And they’re going to surprise a lot of people out there that were pundits and were like 'They’re not going to get along without Deebo. They’re not going to get along without Hufanga and Dre Greenlaw'. I think you’re going to be sadly mistaken because I think they are a lot better with the young players than people think they are.” 🎥: Mark Schlereth

Mark Schlereth on the 49ers this season: “I think San Francisco is going to be one of those teams that will be shockingly good. And they’re going to surprise a lot of people out there that were pundits and were like 'They’re not going to get along without Deebo. They’re not going to get along without Hufanga and Dre Greenlaw'. I think you’re going to be sadly mistaken because I think they are a lot better with the young players than people think they are.” 🎥: Mark Schlereth

Coach Yac 🗣

60,556 次观看 • 1 年前

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

sourcery

597,368 次观看 • 17 天前

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

Chief Nerd

57,550 次观看 • 4 天前

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 次观看 • 1 个月前

🚨 Sam Altman Throws Shade at Elon’s Vision of Putting Data Centers in Space “Putting data centers in space is ridiculous … Do the very rough math of launch costs relative to the cost of power we can do on Earth … Orbital data centers are not something that's going to matter at scale this decade.”

🚨 Sam Altman Throws Shade at Elon’s Vision of Putting Data Centers in Space “Putting data centers in space is ridiculous … Do the very rough math of launch costs relative to the cost of power we can do on Earth … Orbital data centers are not something that's going to matter at scale this decade.”

Chief Nerd

261,663 次观看 • 5 个月前

Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.

Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.

Dustin

28,002 次观看 • 5 个月前

SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:

SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:

The Information

167,882 次观看 • 7 个月前

.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."

.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."

TBPN

169,637 次观看 • 7 个月前

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."

Molly O’Shea

30,317 次观看 • 5 个月前

“All they’re hearing outside of Red Bull is they’re going to move that car to a bit more of a drivable car, maybe a bit more away from Max and try and like balance it out a little bit more. So I think that’s going to be focus and that will help Isaac.” JPM:“ARE THEY REALLY??? I MEAN THE BASELINE PROBABLY IS BUT ONCE YOU KNOW MAX DRIVES IT AND GOES I DON’T LIKE THIS IT NEEDS TO GO THIS WAY. THAT’S WHERE THE TEAM IS GOING TO HAVE TO MAKE A DECISION. DO WE JUST GO ON MAX WAY AGAIN OR DO WE GO GENERIC?” “And how do they actually do that as well? Because the car has not hit the track, is such a different, it’s going to be a different generation of cars. So all they’re doing is looking at data, simultator details I guess, that the drivers will be working on. Max will be working on, but you know, they’re going to be led by his feedback at this point. Well, they’re not going to take Yuki’s feedback and think we’re going to go that way. They’re going to take Max’s because he’s the lead driver” JPM: “BUT LOOK WHEN CHECO CAME IN, CHECO WAS BEATING MAX AT THE BEGINNING OF THE YEAR AND HE LOOKED REALLY GOOD AND THEN MAX SAID I DON’T LIKE THE CAR I DON’T LIKE THE CAR, AND AS SOON AS THEY CHANGE THE CAR TO MAX AND GET MAX MORE COMFORTABLE, CHECO WAS NEVER SEEN AGAIN” 🔥🔥🔥

“All they’re hearing outside of Red Bull is they’re going to move that car to a bit more of a drivable car, maybe a bit more away from Max and try and like balance it out a little bit more. So I think that’s going to be focus and that will help Isaac.” JPM:“ARE THEY REALLY??? I MEAN THE BASELINE PROBABLY IS BUT ONCE YOU KNOW MAX DRIVES IT AND GOES I DON’T LIKE THIS IT NEEDS TO GO THIS WAY. THAT’S WHERE THE TEAM IS GOING TO HAVE TO MAKE A DECISION. DO WE JUST GO ON MAX WAY AGAIN OR DO WE GO GENERIC?” “And how do they actually do that as well? Because the car has not hit the track, is such a different, it’s going to be a different generation of cars. So all they’re doing is looking at data, simultator details I guess, that the drivers will be working on. Max will be working on, but you know, they’re going to be led by his feedback at this point. Well, they’re not going to take Yuki’s feedback and think we’re going to go that way. They’re going to take Max’s because he’s the lead driver” JPM: “BUT LOOK WHEN CHECO CAME IN, CHECO WAS BEATING MAX AT THE BEGINNING OF THE YEAR AND HE LOOKED REALLY GOOD AND THEN MAX SAID I DON’T LIKE THE CAR I DON’T LIKE THE CAR, AND AS SOON AS THEY CHANGE THE CAR TO MAX AND GET MAX MORE COMFORTABLE, CHECO WAS NEVER SEEN AGAIN” 🔥🔥🔥

Carolina 🏆🏆🏆🏆🏆🏆

223,954 次观看 • 10 个月前

Brian Armstrong on the importance of disagreeableness if you want to do important things “What I’ve realized about a lot of people who I think are building important things in the world is that they’ve developed this high disagreeableness muscle where they’ve recognized that they’re not going to make everybody happy and they’ve made peace with it.” He gives Mark Zuckerberg as an example. “They realized at a certain point that whether I do the thing that I think everyone’s going to like or the thing that is more authentic to me, someone’s going to be pissed no matter what .So at the end of the day, I’m just going to do the thing that I think is right. And they’ve leaned more into authenticity instead of trying to say what they think people want to hear. And that does require you to have thick skin and some kind of high disagreeableness. And then they can actually do even more interesting stuff because they’re being themselves instead of trying to be liked.” This is something Brian himself is even trying to work on. And of course there are limits — you don’t want to get to a place where you’re listening to nobody. You want people around you have your best interest at heart and to listen to them. But for people who don’t have your best interest at heart, you need to build the ability to ignore them. “It’s a real superpower to care less what other people think — at least people who don’t have your best interests at heart.” Video source: Steven Bartlett (2022)

Brian Armstrong on the importance of disagreeableness if you want to do important things “What I’ve realized about a lot of people who I think are building important things in the world is that they’ve developed this high disagreeableness muscle where they’ve recognized that they’re not going to make everybody happy and they’ve made peace with it.” He gives Mark Zuckerberg as an example. “They realized at a certain point that whether I do the thing that I think everyone’s going to like or the thing that is more authentic to me, someone’s going to be pissed no matter what .So at the end of the day, I’m just going to do the thing that I think is right. And they’ve leaned more into authenticity instead of trying to say what they think people want to hear. And that does require you to have thick skin and some kind of high disagreeableness. And then they can actually do even more interesting stuff because they’re being themselves instead of trying to be liked.” This is something Brian himself is even trying to work on. And of course there are limits — you don’t want to get to a place where you’re listening to nobody. You want people around you have your best interest at heart and to listen to them. But for people who don’t have your best interest at heart, you need to build the ability to ignore them. “It’s a real superpower to care less what other people think — at least people who don’t have your best interests at heart.” Video source: Steven Bartlett (2022)

Startup Archive

30,193 次观看 • 6 个月前

Nick Fuentes warns that the fight in 2026 won’t be open or obvious confrontation. It will be imitation, subversion, and an attempt to skinsuit the movement. “We’ve been gearing up for this fight for ten years. I always said that America First is inevitable because I knew that eventually the truth would get out.” “They are going to fight back in a way that is subversive and convoluted and which is not actually obvious…They are going to try and skinsuit this movement.” “This is always the track that the political class will take. They did it with the Tea Party movement. They did it with MAGA.” “This is how they will defang and neutralize the Groypers. They are going to offer a moderate option that is going to look and sound like me, but on the fundamentals, it’s going to be completely different.” “They will not affirm the reality and centrality of race. They will not talk about the jewish mafia that is running the fcking planet. They are not going to talk about feminism in and of itself being the problem.” “I don’t know if they’ll kill me in 2026. I don’t know what they’re cooking up for me.” “But in 2026, that is the year where they’re going to try to strike at the head. The sheep scatter, and they’re going to try to corral them back into slavery incorporated.”

Nick Fuentes warns that the fight in 2026 won’t be open or obvious confrontation. It will be imitation, subversion, and an attempt to skinsuit the movement. “We’ve been gearing up for this fight for ten years. I always said that America First is inevitable because I knew that eventually the truth would get out.” “They are going to fight back in a way that is subversive and convoluted and which is not actually obvious…They are going to try and skinsuit this movement.” “This is always the track that the political class will take. They did it with the Tea Party movement. They did it with MAGA.” “This is how they will defang and neutralize the Groypers. They are going to offer a moderate option that is going to look and sound like me, but on the fundamentals, it’s going to be completely different.” “They will not affirm the reality and centrality of race. They will not talk about the jewish mafia that is running the fcking planet. They are not going to talk about feminism in and of itself being the problem.” “I don’t know if they’ll kill me in 2026. I don’t know what they’re cooking up for me.” “But in 2026, that is the year where they’re going to try to strike at the head. The sheep scatter, and they’re going to try to corral them back into slavery incorporated.”

Fractured Light

179,239 次观看 • 6 个月前

What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB

What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB

ValueOverPrice

64,549 次观看 • 2 个月前

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

DogeDesigner

48,139 次观看 • 1 个月前