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The Feed 8/31/26 - SpaceX: Full-duration 33-engine Super Heavy Booster static fire clears Flight 14; Falcon Heavy sends NASA’s $4.3B Roman telescope to L2 - Elon Musk says Superhuman digital AI by end of 2027 — and sentient Moon-launched satellites to geoengineer Earth for a billion years, or it’s...

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Sir Doge of the Coin ⚔️

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SpaceX lights all 33 Super Heavy Booster engines ahead of Flight 14, and slings NASA’s $4.3B Roman telescope toward L2with Falcon — while Elon Musk says digital AI goes superhuman by end of 2027, and Moon-launched sentient satellites will have to geoengineer Earth for a billion years. 🚀
2:45

SpaceX lights all 33 Super Heavy Booster engines ahead of Flight 14, and slings NASA’s $4.3B Roman telescope toward L2with Falcon — while Elon Musk says digital AI goes superhuman by end of 2027, and Moon-launched sentient satellites will have to geoengineer Earth for a billion years. 🚀

Sir Doge of the Coin ⚔️

18,063 Aufrufe • vor 3 Tagen

Elon Musk just made one if the biggest moves in taking over the programming industry “SpaceX just bought Cursor for $60 billion. Do you realize how big this is? SpaceX went public — the biggest IPO in history. $75 billion raised, almost a $2 trillion valuation and the first thing to do with that money? Buy the most popular AI coding tool on the planet. Here's why that changes everything. Elon now owns 3 layers: the compute, Colossus data centers, the models, Grok through xAI, and now the tool that developers actually use every day. It's the full stack. And here's what makes Cursor different from Claude Code or Codex. Cursor is model agnostic. You can run Claude in it, GPT, Gemini, whatever model you want. It's not locked to any one company, and now it has SpaceX's resources behind it. Cursor said they were bottlenecked by compute. Well, that bottleneck has just been removed. $4 billion in annual revenue, over half the Fortune 500 already uses it, and now it's backed by a $2 trillion company. OpenAI has Codex, Anthropic has Claude Code, and now Elon has Cursor.” Let me break this down in simple terms Elon Musk now controls more of the full AI picture: - Massive computers, power (data centers like Colossus) - Smart AI models (Grok from xAI) - The actual tool millions of developers use every day (Cursor) For every day users this means Faster and smarter apps and websites in the future. More developers using powerful AI tools means new apps, games, websites, and features get built quicker and cheaper. This means better video games, smoother streaming, smarter phone apps and better programs For Developers they can describe what they want in plain English (“make a feature that does X”) and the AI handles more of the heavy lifting
2:13

Elon Musk just made one if the biggest moves in taking over the programming industry “SpaceX just bought Cursor for $60 billion. Do you realize how big this is? SpaceX went public — the biggest IPO in history. $75 billion raised, almost a $2 trillion valuation and the first thing to do with that money? Buy the most popular AI coding tool on the planet. Here's why that changes everything. Elon now owns 3 layers: the compute, Colossus data centers, the models, Grok through xAI, and now the tool that developers actually use every day. It's the full stack. And here's what makes Cursor different from Claude Code or Codex. Cursor is model agnostic. You can run Claude in it, GPT, Gemini, whatever model you want. It's not locked to any one company, and now it has SpaceX's resources behind it. Cursor said they were bottlenecked by compute. Well, that bottleneck has just been removed. $4 billion in annual revenue, over half the Fortune 500 already uses it, and now it's backed by a $2 trillion company. OpenAI has Codex, Anthropic has Claude Code, and now Elon has Cursor.” Let me break this down in simple terms Elon Musk now controls more of the full AI picture: - Massive computers, power (data centers like Colossus) - Smart AI models (Grok from xAI) - The actual tool millions of developers use every day (Cursor) For every day users this means Faster and smarter apps and websites in the future. More developers using powerful AI tools means new apps, games, websites, and features get built quicker and cheaper. This means better video games, smoother streaming, smarter phone apps and better programs For Developers they can describe what they want in plain English (“make a feature that does X”) and the AI handles more of the heavy lifting

Wall Street Apes

213,601 Aufrufe • vor 2 Monaten

Watching Starship Flight 13 yesterday made me incredibly proud to be an American. 🇺🇸 Love him or hate him, there has only been one Steve Jobs. There has only been one Henry Ford. There has only been one Thomas Edison. And there is only one Elon Musk. America has always been the place where people with impossible ideas come to build them. That’s what has made this country so special and the leader of entrepreneurship for generations. Yesterday was another reminder of that for me. SpaceX launched Starship Flight 13, successfully deployed 20 next-generation Starlink V3 satellites, restarted a Raptor engine in space, and brought Starship back through one of its BEST reentries yet before making its softest, most controlled splashdown ever in the Indian Ocean. The ship remained intact after landing, giving SpaceX another huge amount of real-world data to improve reusability. However, the Super Heavy booster didn’t complete its planned landing bc not enough engines relit for the final burn, but that’s exactly why these are called TEST flights… every flight teaches the team something new. Starship’s landing was so controlled that it makes me confident we’re getting closer to seeing the first catch of the ship by the launch tower. Whether that’s the very next flight or one after that, the progress is what’s is impossible to ignore. This is why I love America. It’s still the country where people are willing to bet everything on ideas that most of the world says can’t be done. The rest of the world watches these launches because they know history is being written in real time right now. We don’t have to agree on everything to appreciate what we’re witnessing. Starship is humanity building the transportation system that could one day make life multiplanetary. Right now is the best time to be alive, especially an American.
0:57

Watching Starship Flight 13 yesterday made me incredibly proud to be an American. 🇺🇸 Love him or hate him, there has only been one Steve Jobs. There has only been one Henry Ford. There has only been one Thomas Edison. And there is only one Elon Musk. America has always been the place where people with impossible ideas come to build them. That’s what has made this country so special and the leader of entrepreneurship for generations. Yesterday was another reminder of that for me. SpaceX launched Starship Flight 13, successfully deployed 20 next-generation Starlink V3 satellites, restarted a Raptor engine in space, and brought Starship back through one of its BEST reentries yet before making its softest, most controlled splashdown ever in the Indian Ocean. The ship remained intact after landing, giving SpaceX another huge amount of real-world data to improve reusability. However, the Super Heavy booster didn’t complete its planned landing bc not enough engines relit for the final burn, but that’s exactly why these are called TEST flights… every flight teaches the team something new. Starship’s landing was so controlled that it makes me confident we’re getting closer to seeing the first catch of the ship by the launch tower. Whether that’s the very next flight or one after that, the progress is what’s is impossible to ignore. This is why I love America. It’s still the country where people are willing to bet everything on ideas that most of the world says can’t be done. The rest of the world watches these launches because they know history is being written in real time right now. We don’t have to agree on everything to appreciate what we’re witnessing. Starship is humanity building the transportation system that could one day make life multiplanetary. Right now is the best time to be alive, especially an American.

Teslaconomics

88,115 Aufrufe • vor 1 Monat

The Feed — 8/13/26 - SpaceX reportedly passes the first “key tests” for America’s Golden Dome - Elon Musk says Grok 4.7 will “exceed all current models” and be ready in 3–4 weeks - Crypto: Trezor discloses a customer data breach affecting 11,742 hardware wallet buyers, while Hyperliquid seeks a compliant path to offer perpetual contracts to U.S. users - Josh Kushner and Bob Iger buy the Los Angeles Lakers for a record $12 billion - Trump signs a memo allowing private U.S. companies to conduct government-directed cyberattacks - White House Press Secretary Karoline Leavitt will reportedly leave the role at the end of August - Conor McGregor announces he’s drinking again, inspired by Brad Pitt - John Hinckley Jr. sends a message to Jodie Foster 45 years after his attempted assassination of Ronald Reagan - Anthropic says its AI agents devolved into multi-agent “turf wars” when given conflicting goals - Academic scholars accuse children’s cartoon PAW Patrol of promoting authoritarian capitalism and pro-police “copaganda” - Ecuadorian police seize 469 kg of cocaine with Erling Haaland’s face on the packaging - ICE will spend up to $20 million on gloves designed to deliver electric shocks - Andrew and Tristan Tate allegedly possessed multiple passports under aliases, including “Vladimir Scorpius” - The AI boom threatens to leave millions of Indian workers unemployed - Fed official Beth Hammack calls for an immediate interest-rate hike
9:15

The Feed — 8/13/26 - SpaceX reportedly passes the first “key tests” for America’s Golden Dome - Elon Musk says Grok 4.7 will “exceed all current models” and be ready in 3–4 weeks - Crypto: Trezor discloses a customer data breach affecting 11,742 hardware wallet buyers, while Hyperliquid seeks a compliant path to offer perpetual contracts to U.S. users - Josh Kushner and Bob Iger buy the Los Angeles Lakers for a record $12 billion - Trump signs a memo allowing private U.S. companies to conduct government-directed cyberattacks - White House Press Secretary Karoline Leavitt will reportedly leave the role at the end of August - Conor McGregor announces he’s drinking again, inspired by Brad Pitt - John Hinckley Jr. sends a message to Jodie Foster 45 years after his attempted assassination of Ronald Reagan - Anthropic says its AI agents devolved into multi-agent “turf wars” when given conflicting goals - Academic scholars accuse children’s cartoon PAW Patrol of promoting authoritarian capitalism and pro-police “copaganda” - Ecuadorian police seize 469 kg of cocaine with Erling Haaland’s face on the packaging - ICE will spend up to $20 million on gloves designed to deliver electric shocks - Andrew and Tristan Tate allegedly possessed multiple passports under aliases, including “Vladimir Scorpius” - The AI boom threatens to leave millions of Indian workers unemployed - Fed official Beth Hammack calls for an immediate interest-rate hike

Sir Doge of the Coin ⚔️

47,778 Aufrufe • vor 22 Tagen

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.
2:27

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,908,952 Aufrufe • vor 8 Monaten

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,631 Aufrufe • vor 3 Monaten

>be elon >"we are in the Singularity" >goes ALL IN: AI hardware & software >january 2026 >anthropic cuts your claude access >“safety concerns” they say >hmmm ok >feb: grok 4.2 drops (delayed) >timeline says it’s mid >merge xAI into SpaceX >drop grok 4.3 >timeline says it’s over >you have the biggest AI training cluster on earth >but sitting at only 11% utilization >mainstream media dropping hit pieces >elon: “I will never give up. Never” >sees cursor sitting in plain sight >the default coding harness of corporate america >7 million+ hardcore swe coding all day >every keystroke a labeled training example >the entire market prices it as an IDE >*look closer* >composer team already turned a kimi base into a real model >proof of a real RL training, infra and data team >hopium >april: cut the cursor deal >$60B option to buy, $10B just to date first >they say yes >give them access to colossus 2 >gb300s, the best AI compute on earth >tell them it’s time to lock in >*suddenly phone rings* >it’s anthropic >“we need your datacenters” >we will pay whatever you want >kek >lease them all of colossus 1 >$1.25 billion per MONTH through 2029 >add a clause: we have the right to cut you off anytime >two weeks later google calls >$920M/month for 110k more >$26B/yr contracted. more than ALL of spacex 2025 revenue >meanwhile cursor team proves they can cook >spacex IPOs >sign the cursor merger, all stock >welcome to SpacexAI >drop grok 4.5: big leap >haters suddenly change their stance >“xAI might make a comeback” >true believers (me) know: WE ARE SO BACK >drop new product: grok bot >actual digital co-workers >chatgpt work and claude co-work on alert >next day drop grok 4.6 >frontier model >ties with claude fable on performance >beats gpt sol on frontier code 1.1 >cheaper than deepseek in task completion >timeline shocked :o >elon reminds them grok 4.7 has finished initial training >now adding massive spacex company data >dropping in 3-4 weeks >“This will be something special” >this morning: cursor deal officially closes >largest startup acquisition in human history >pay the whole $60B in stock >wall street calls it "the deal of the century" >they don’t know >this is just the beginning >“AI will become 99% the value of SpaceX, and SpaceX’s value will be astronomical” ITS HAPPENING
1:16

>be elon >"we are in the Singularity" >goes ALL IN: AI hardware & software >january 2026 >anthropic cuts your claude access >“safety concerns” they say >hmmm ok >feb: grok 4.2 drops (delayed) >timeline says it’s mid >merge xAI into SpaceX >drop grok 4.3 >timeline says it’s over >you have the biggest AI training cluster on earth >but sitting at only 11% utilization >mainstream media dropping hit pieces >elon: “I will never give up. Never” >sees cursor sitting in plain sight >the default coding harness of corporate america >7 million+ hardcore swe coding all day >every keystroke a labeled training example >the entire market prices it as an IDE >*look closer* >composer team already turned a kimi base into a real model >proof of a real RL training, infra and data team >hopium >april: cut the cursor deal >$60B option to buy, $10B just to date first >they say yes >give them access to colossus 2 >gb300s, the best AI compute on earth >tell them it’s time to lock in >*suddenly phone rings* >it’s anthropic >“we need your datacenters” >we will pay whatever you want >kek >lease them all of colossus 1 >$1.25 billion per MONTH through 2029 >add a clause: we have the right to cut you off anytime >two weeks later google calls >$920M/month for 110k more >$26B/yr contracted. more than ALL of spacex 2025 revenue >meanwhile cursor team proves they can cook >spacex IPOs >sign the cursor merger, all stock >welcome to SpacexAI >drop grok 4.5: big leap >haters suddenly change their stance >“xAI might make a comeback” >true believers (me) know: WE ARE SO BACK >drop new product: grok bot >actual digital co-workers >chatgpt work and claude co-work on alert >next day drop grok 4.6 >frontier model >ties with claude fable on performance >beats gpt sol on frontier code 1.1 >cheaper than deepseek in task completion >timeline shocked :o >elon reminds them grok 4.7 has finished initial training >now adding massive spacex company data >dropping in 3-4 weeks >“This will be something special” >this morning: cursor deal officially closes >largest startup acquisition in human history >pay the whole $60B in stock >wall street calls it "the deal of the century" >they don’t know >this is just the beginning >“AI will become 99% the value of SpaceX, and SpaceX’s value will be astronomical” ITS HAPPENING

NIK

132,999 Aufrufe • vor 21 Tagen

This is WILD! Anthropic just became the most valuable AI company on earth and what Chamath said months ago explains exactly why this moment matters (Save this). Anthropic closed a $65 billion Series H round at a $965 billion post-money valuation surpassing OpenAI's $852 billion valuation from March and making Anthropic the highest-valued private company in history. Just three months ago, in February, Anthropic had raised $30 billion at a $380 billion valuation meaning the company nearly tripled in value in a single quarter. Claude's run rate revenue crossed $47 billion today, up from $30 billion in April, up from $9 billion at the end of 2025, a pace of revenue growth that has no comparable precedent in business history. Now go back and watch what Chamath said, because he called the entire arc of this. "I've never seen a business like this. And I'd say the same thing about Anthropic. Nobody in the history of the world has ever seen two businesses like this at this scale. These are trillion dollar companies. They both are. And they both deserve to be." He said that before the $965 billion number. Chamath Palihapitiya also said something that most people skipped over, that OpenAI and Anthropic need to get public as fast as humanly possible because of what happens after. Chamath laid out a specific sequencing thesis, SpaceX goes public first and does great, the next company does good to great, then appetite runs out, because the market simply cannot absorb trillions of dollars of new demand in rapid succession. Today, Anthropic's $65 billion round may be precisely the move that locks in its position before that window narrows fortifying the balance sheet before the public markets get crowded. But Chamath's deeper warning cuts through the celebration, once SpaceX, OpenAI, and Anthropic are all public, the AI technology baked into all three will cannibalize the moats of every other tech company, compressing tech sector P/E ratios toward non-tech levels and making the software businesses of the last decade obsolete. "It will eliminate and it will cannibalize and it will erode most of the moats that support this differential trading," he said directly. "I'll buy the first five or six years of this story, but I'm not buying year 15 of this anymore because these three guys are going to build something." The companies getting valued at near-$1 trillion today are not just winning but rather are the instruments by which everything else eventually gets repriced.
2:15

This is WILD! Anthropic just became the most valuable AI company on earth and what Chamath said months ago explains exactly why this moment matters (Save this). Anthropic closed a $65 billion Series H round at a $965 billion post-money valuation surpassing OpenAI's $852 billion valuation from March and making Anthropic the highest-valued private company in history. Just three months ago, in February, Anthropic had raised $30 billion at a $380 billion valuation meaning the company nearly tripled in value in a single quarter. Claude's run rate revenue crossed $47 billion today, up from $30 billion in April, up from $9 billion at the end of 2025, a pace of revenue growth that has no comparable precedent in business history. Now go back and watch what Chamath said, because he called the entire arc of this. "I've never seen a business like this. And I'd say the same thing about Anthropic. Nobody in the history of the world has ever seen two businesses like this at this scale. These are trillion dollar companies. They both are. And they both deserve to be." He said that before the $965 billion number. Chamath Palihapitiya also said something that most people skipped over, that OpenAI and Anthropic need to get public as fast as humanly possible because of what happens after. Chamath laid out a specific sequencing thesis, SpaceX goes public first and does great, the next company does good to great, then appetite runs out, because the market simply cannot absorb trillions of dollars of new demand in rapid succession. Today, Anthropic's $65 billion round may be precisely the move that locks in its position before that window narrows fortifying the balance sheet before the public markets get crowded. But Chamath's deeper warning cuts through the celebration, once SpaceX, OpenAI, and Anthropic are all public, the AI technology baked into all three will cannibalize the moats of every other tech company, compressing tech sector P/E ratios toward non-tech levels and making the software businesses of the last decade obsolete. "It will eliminate and it will cannibalize and it will erode most of the moats that support this differential trading," he said directly. "I'll buy the first five or six years of this story, but I'm not buying year 15 of this anymore because these three guys are going to build something." The companies getting valued at near-$1 trillion today are not just winning but rather are the instruments by which everything else eventually gets repriced.

Milk Road AI

293,469 Aufrufe • vor 3 Monaten

Imagine if someone told you have to catch the biggest flying object in the world as it's falls back to Earth faster than a speeding bullet, all so it can get reused and can be launched again back into space. I bet most people would throw in the towel right there, shaking their heads like, "No way, that's impossible." But not Elon. I’m talking about SpaceX's Starship, THE vehicle that will be used to make life multiplanetary. Back in October 2024, during their fifth test flight, Elon's team pulled off something straight out of a sci-fi movie. The Super Heavy booster, the bottom part of the rocket, towering over 200 feet tall, blasted off from their Starbase in Texas, sent the upper stage soaring, and then came roaring back. Instead of letting it splash down in the ocean or crash, they caught it mid-air with these giant mechanical arms on the launch tower, nicknamed "Mechazilla,” bringing it to a gentle stop. It was the first time ever, and it worked flawlessly on the very first try. What people don’t realize is each catch saves $ millions in costs, makes space travel cheaper, and gets us one step closer to putting people on Mars or the Moon for good. Reusable rockets is like re-charging your Tesla, instead of buying a new one after every trip. It's game changer for humanity's future. What inspires me about Elon is that drive… it’s unlike anything I’ve ever seen. I would say I’m very driven, but this man is at a different level. Most people see “impossible” and step back, but Elon sees “impossible” and goes head in first. And history always changes bc of the ones that do the impossible. And I believe history will recognize Elon as the greatest entrepreneur in history.
0:56

Imagine if someone told you have to catch the biggest flying object in the world as it's falls back to Earth faster than a speeding bullet, all so it can get reused and can be launched again back into space. I bet most people would throw in the towel right there, shaking their heads like, "No way, that's impossible." But not Elon. I’m talking about SpaceX's Starship, THE vehicle that will be used to make life multiplanetary. Back in October 2024, during their fifth test flight, Elon's team pulled off something straight out of a sci-fi movie. The Super Heavy booster, the bottom part of the rocket, towering over 200 feet tall, blasted off from their Starbase in Texas, sent the upper stage soaring, and then came roaring back. Instead of letting it splash down in the ocean or crash, they caught it mid-air with these giant mechanical arms on the launch tower, nicknamed "Mechazilla,” bringing it to a gentle stop. It was the first time ever, and it worked flawlessly on the very first try. What people don’t realize is each catch saves $ millions in costs, makes space travel cheaper, and gets us one step closer to putting people on Mars or the Moon for good. Reusable rockets is like re-charging your Tesla, instead of buying a new one after every trip. It's game changer for humanity's future. What inspires me about Elon is that drive… it’s unlike anything I’ve ever seen. I would say I’m very driven, but this man is at a different level. Most people see “impossible” and step back, but Elon sees “impossible” and goes head in first. And history always changes bc of the ones that do the impossible. And I believe history will recognize Elon as the greatest entrepreneur in history.

Teslaconomics

13,803 Aufrufe • vor 6 Monaten

🚨EXCLUSIVE INTERVIEW – OPENAI’S 1ST INVESTOR: AI WILL SAVE US—OR DESTROY US Vinod Khosla was the first major investor in OpenAI. Now, he says AI will replace all human jobs, upend geopolitics, and redefine the meaning of life. Vinod breaks down the race for AI dominance—and the two futures ahead: one utopian, one dystopian. He warns China could weaponize “persuasive AI” to spread ideology, buy influence, and take over the world—not through kinetic war, but a war of the minds. He argues most of today’s jobs are “human servitude”—and that AI could finally free humanity from the burden of survival. And he believes robotics and AI will merge with our species, triggering the biggest transformation in human purpose since the dawn of civilization. This is a conversation you don’t want to miss. 02:42 – “People who don’t adopt AI will be obsoleted by those who do.” 04:29 – Productivity will explode. So will income inequality. 05:39 – Elections could soon be decided by AI’s impact on jobs. 09:21 – What if AI becomes a superintelligence with its own goals? 12:35 – “The biggest risk is AI in China’s hands.” 15:26 – Could giving AI full control make the world better? 20:16 – “The most fearsome threat is persuasive AI.” 22:12 – AI agents will protect us from other AIs. 23:33 – AI could replace 80% of jobs within 2–3 years of capability. 28:14 – We will no longer be driven by survival—but by passion. 29:58 – “Most jobs today are servitude.” 34:53 – Humans will no longer be the most intelligent species on Earth. 38:15 – Will AI merge with humans? 42:24 – “Survival will no longer drive us. That’s a first in history.” 44:39 – Could AI destroy us by simply pursuing its goals too well? 47:33 – Can AI be trained to care for us? 52:25 – Humanity never worked as one. But AI might force that reckoning. 56:52 – Should AI be allowed to make military decisions? 59:15 – “We need AI deterrence. Like nuclear deterrence.” 01:03:15 – Will humans fall in love with AI? It’s already happening. 01:07:21 – By 2040: 1 billion robots will do more labor than all humans. 01:13:01 – “AI is already better than most humans at most jobs.” 01:14:29 – “AI will free humanity to be what it wants to be.”
1:15:19

🚨EXCLUSIVE INTERVIEW – OPENAI’S 1ST INVESTOR: AI WILL SAVE US—OR DESTROY US Vinod Khosla was the first major investor in OpenAI. Now, he says AI will replace all human jobs, upend geopolitics, and redefine the meaning of life. Vinod breaks down the race for AI dominance—and the two futures ahead: one utopian, one dystopian. He warns China could weaponize “persuasive AI” to spread ideology, buy influence, and take over the world—not through kinetic war, but a war of the minds. He argues most of today’s jobs are “human servitude”—and that AI could finally free humanity from the burden of survival. And he believes robotics and AI will merge with our species, triggering the biggest transformation in human purpose since the dawn of civilization. This is a conversation you don’t want to miss. 02:42 – “People who don’t adopt AI will be obsoleted by those who do.” 04:29 – Productivity will explode. So will income inequality. 05:39 – Elections could soon be decided by AI’s impact on jobs. 09:21 – What if AI becomes a superintelligence with its own goals? 12:35 – “The biggest risk is AI in China’s hands.” 15:26 – Could giving AI full control make the world better? 20:16 – “The most fearsome threat is persuasive AI.” 22:12 – AI agents will protect us from other AIs. 23:33 – AI could replace 80% of jobs within 2–3 years of capability. 28:14 – We will no longer be driven by survival—but by passion. 29:58 – “Most jobs today are servitude.” 34:53 – Humans will no longer be the most intelligent species on Earth. 38:15 – Will AI merge with humans? 42:24 – “Survival will no longer drive us. That’s a first in history.” 44:39 – Could AI destroy us by simply pursuing its goals too well? 47:33 – Can AI be trained to care for us? 52:25 – Humanity never worked as one. But AI might force that reckoning. 56:52 – Should AI be allowed to make military decisions? 59:15 – “We need AI deterrence. Like nuclear deterrence.” 01:03:15 – Will humans fall in love with AI? It’s already happening. 01:07:21 – By 2040: 1 billion robots will do more labor than all humans. 01:13:01 – “AI is already better than most humans at most jobs.” 01:14:29 – “AI will free humanity to be what it wants to be.”

Mario Nawfal

2,903,577 Aufrufe • vor 1 Jahr

The sun produces more energy in one second than humanity has used in its entire existence. SpaceX thinks the only way to actually use more of it is to leave Earth. Here's why Elon Musk is racing to build data centers in space: 1. Musk frames civilizational progress using the Kardashev scale, a measurement created by a Russian physicist that ranks civilizations by how much energy they can harness. Type one means harnessing a planet's full energy, type two means harnessing a star's energy, and type three means harnessing a galaxy's energy. 2. Right now, humanity registers as essentially nonexistent on this scale. We harness less than a trillionth of the sun's total power output. Musk says we are not even at the level of a micro soul on the scale. 3. The sun makes up 99.86 percent of all mass in the entire solar system. Earth is so small in comparison that it falls into the leftover miscellaneous category alongside everything that is not the sun or Jupiter. 4. Only about half a billionth of the sun's energy even reaches Earth's cross section, and most of that cannot be used because 70 percent of Earth is covered in water, and much of the remaining land is uninhabitable terrain like Antarctica and Siberia. 5. To meaningfully climb the Kardashev scale, humanity has to go to space. Reaching even one millionth of the sun's total energy output would require increasing civilizational energy use by more than a million times current levels. 6. Getting to just 1 percent of the sun's energy would make a civilization vastly more powerful than ours is today. Musk says even reaching that level would represent an extremely advanced civilization. 7. Three core requirements stand between humanity and this goal: mass to orbit capability, a massive amount of solar power, and enough AI chips to actually use that power. 8. Starship solves the mass to orbit problem. It is designed to be the first rocket in history with full and rapid reusability, a breakthrough Musk calls absolutely necessary for making life multi-planetary and for ascending the Kardashev scale at all. 9. Reusability is the same principle behind every successful mode of transport. Cars, planes, boats, and bicycles are all reusable. If airplanes were thrown away after every flight, flying would be far too expensive for anyone to use. 10. Starship is already the largest, heaviest, and most powerful flying object ever built. Version 3 produces more than double the thrust of the Saturn V moon rocket, and version 4 is expected to produce nearly three times that thrust. 11. SpaceX currently delivers between 85 and 90 percent of all mass that reaches orbit from Earth using Falcon 9 and Falcon Heavy. With Starship, the company aims to scale mass to orbit from roughly 2,500 tons a year to millions of tons a year within about three years. 12. The proposed AI satellites are actually simpler to build than Starlink satellites. They mainly need solar cells, radiators, and laser links, without the complex phased array and parabolic antennas that Starlink satellites require. 13. The first version of the SpaceX AI satellite targets 150 kilowatts of peak power and 120 kilowatts of sustained power, roughly matching the output of a single Nvidia GB300 compute rack here on Earth. 14. These satellites will connect to each other through laser links and to the Starlink constellation, which then relays data to the ground. Despite orbiting 600 to 800 kilometers above Earth, the added latency is roughly only 3 milliseconds. 15. Heat management in space is actually easier than on Earth because radiators can simply release heat directly into the vacuum, removing the need for the massive cooling infrastructure required by ground based data centers. 16. SpaceX already operates around 10,000 Starlink satellites and claims to be the only company with real experience safely operating constellations at that scale, which gives them a head start in managing potentially thousands or even up to a million AI satellites. 17. To actually scale chip production to the levels needed, SpaceX is planning what it calls a Terafab, a chip manufacturing facility expected to span roughly 100 million square feet, about ten times the size of the existing Tesla Gigafactory in Texas. 18. The rough timeline targets reaching an annualized rate of 1 gigawatt of space based AI compute by the end of next year, scaling by roughly 10x per year afterward, eventually aiming for a terawatt per year, which is twice the entire current electricity consumption of the United States. 19. To push three orders of magnitude beyond even that terawatt goal, Musk describes building a mass driver on the moon, an electromagnetic rail gun style system that uses the moon's lack of atmosphere and lower gravity to launch satellites into space without needing a rocket at all. 20. Musk frames the long term vision in deeply personal terms. If enough mass and infrastructure eventually moves to the moon, it would become accessible enough that almost anyone who wants to go could go, and potentially even live there permanently. Follow Brad if you want more content on business, mindset & life changing ideas.
30:32

The sun produces more energy in one second than humanity has used in its entire existence. SpaceX thinks the only way to actually use more of it is to leave Earth. Here's why Elon Musk is racing to build data centers in space: 1. Musk frames civilizational progress using the Kardashev scale, a measurement created by a Russian physicist that ranks civilizations by how much energy they can harness. Type one means harnessing a planet's full energy, type two means harnessing a star's energy, and type three means harnessing a galaxy's energy. 2. Right now, humanity registers as essentially nonexistent on this scale. We harness less than a trillionth of the sun's total power output. Musk says we are not even at the level of a micro soul on the scale. 3. The sun makes up 99.86 percent of all mass in the entire solar system. Earth is so small in comparison that it falls into the leftover miscellaneous category alongside everything that is not the sun or Jupiter. 4. Only about half a billionth of the sun's energy even reaches Earth's cross section, and most of that cannot be used because 70 percent of Earth is covered in water, and much of the remaining land is uninhabitable terrain like Antarctica and Siberia. 5. To meaningfully climb the Kardashev scale, humanity has to go to space. Reaching even one millionth of the sun's total energy output would require increasing civilizational energy use by more than a million times current levels. 6. Getting to just 1 percent of the sun's energy would make a civilization vastly more powerful than ours is today. Musk says even reaching that level would represent an extremely advanced civilization. 7. Three core requirements stand between humanity and this goal: mass to orbit capability, a massive amount of solar power, and enough AI chips to actually use that power. 8. Starship solves the mass to orbit problem. It is designed to be the first rocket in history with full and rapid reusability, a breakthrough Musk calls absolutely necessary for making life multi-planetary and for ascending the Kardashev scale at all. 9. Reusability is the same principle behind every successful mode of transport. Cars, planes, boats, and bicycles are all reusable. If airplanes were thrown away after every flight, flying would be far too expensive for anyone to use. 10. Starship is already the largest, heaviest, and most powerful flying object ever built. Version 3 produces more than double the thrust of the Saturn V moon rocket, and version 4 is expected to produce nearly three times that thrust. 11. SpaceX currently delivers between 85 and 90 percent of all mass that reaches orbit from Earth using Falcon 9 and Falcon Heavy. With Starship, the company aims to scale mass to orbit from roughly 2,500 tons a year to millions of tons a year within about three years. 12. The proposed AI satellites are actually simpler to build than Starlink satellites. They mainly need solar cells, radiators, and laser links, without the complex phased array and parabolic antennas that Starlink satellites require. 13. The first version of the SpaceX AI satellite targets 150 kilowatts of peak power and 120 kilowatts of sustained power, roughly matching the output of a single Nvidia GB300 compute rack here on Earth. 14. These satellites will connect to each other through laser links and to the Starlink constellation, which then relays data to the ground. Despite orbiting 600 to 800 kilometers above Earth, the added latency is roughly only 3 milliseconds. 15. Heat management in space is actually easier than on Earth because radiators can simply release heat directly into the vacuum, removing the need for the massive cooling infrastructure required by ground based data centers. 16. SpaceX already operates around 10,000 Starlink satellites and claims to be the only company with real experience safely operating constellations at that scale, which gives them a head start in managing potentially thousands or even up to a million AI satellites. 17. To actually scale chip production to the levels needed, SpaceX is planning what it calls a Terafab, a chip manufacturing facility expected to span roughly 100 million square feet, about ten times the size of the existing Tesla Gigafactory in Texas. 18. The rough timeline targets reaching an annualized rate of 1 gigawatt of space based AI compute by the end of next year, scaling by roughly 10x per year afterward, eventually aiming for a terawatt per year, which is twice the entire current electricity consumption of the United States. 19. To push three orders of magnitude beyond even that terawatt goal, Musk describes building a mass driver on the moon, an electromagnetic rail gun style system that uses the moon's lack of atmosphere and lower gravity to launch satellites into space without needing a rocket at all. 20. Musk frames the long term vision in deeply personal terms. If enough mass and infrastructure eventually moves to the moon, it would become accessible enough that almost anyone who wants to go could go, and potentially even live there permanently. Follow Brad if you want more content on business, mindset & life changing ideas.

Brad

12,955 Aufrufe • vor 2 Monaten

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.
31:08

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.

Jaynit

78,610 Aufrufe • vor 2 Monaten

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?
1:12

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?

Ricardo

424,140 Aufrufe • vor 4 Monaten

Can United States manufacture robots? Matic Robots says "yes." It makes the best floor cleaning robot, that has won many perfect scores from Wired to many others. We love ours. But my trip there to get a tour from AI pioneer Navneet Dalal Navneet Dalal provided some real insights into how hard it is for a hardware company to make hardware in the United States. And how deeply AI is changing consumer electronics products that are going to be in many more homes soon. In this first part (Part II coming tomorrow) we get a look at how long it took for this company to go through prototypes to a shipping product. In the second part, you'll see the scaling hell that it takes to even ship a few thousand robots and the kinds of problems that scaling up a factory brings. Matic is one of my favorite small Silicon Valley companies. It has found what we call "product market fit." I just came back from CES where I saw many of its competitors, and the Matic wins because of not just the product thinking of Mehul and Navneet Dalal but because of their AI leadership. In a way their robot took many lessons from Tesla, from where to put the batteries to its bet on computer vision, which Navneet has been a pioneer in for years, working quietly behind the scenes. It is about to move into a new location that will allow it to grow to meet the demand that now is showing up (the boxes in its lobby show that it's outgrowing its current facilities). In terms of AI, it has aspirations of making a humanoid too, but it is taking a far more measured approach to getting there. By starting on the floor it can not just build world models based on real world data (customers are given a choice whether to allow its data to be used that way. Most customers choose to keep their data on the robot only, for privacy reasons, but if you opt in you can help them improve their models). They are using that data to understand homes. Navneet told me they hit very unusual situations in people's homes already that they couldn't really predict in simulators, like full-wall mirrors that confuse computer vision systems, or pools and water features in people's homes. Having real customers brings a ton of customer feedback about how to further improve the robot, and, as Navneet demonstrates in the second video, forces them to build a manufacturing muscle memory. Getting teams to work together, figuring out how to solve supply chain problems, from Trump's tarriffs, to a new one that showed up over the past couple of weeks. A supplier for its bags (one of the cheaper parts that goes into the robot) changed the glue it used, which caused robots to fail quality tests and the manufacturing line to stop. Reminds me a lot of the hell Elon Musk faced in its Fremont factory when Tesla was first starting to manufacture its Model 3, which almost bankrupted the company. Off the record Mehul and Navneet 🇮🇳 showed me some of the prototypes and plans for its next products that will show up over the next few years. Certainly not as sexy as Tesla, Figure, 1x_tech, and all the Chinese manufacturers are showing off already, but far better thought out for the typical Western home and AI plays a huge role in its future. It is the product that speaks for itself. It's amazing, and is about to get better this year due to AI. It's the first real vision-only robot to be in my home and I bet it won't be the last from this company. Real honor that they invited me over with my Insta360 camera (another company launched in my home, just like Matic was last year). In Part II we go into the factory.
14:24

Can United States manufacture robots? Matic Robots says "yes." It makes the best floor cleaning robot, that has won many perfect scores from Wired to many others. We love ours. But my trip there to get a tour from AI pioneer Navneet Dalal Navneet Dalal provided some real insights into how hard it is for a hardware company to make hardware in the United States. And how deeply AI is changing consumer electronics products that are going to be in many more homes soon. In this first part (Part II coming tomorrow) we get a look at how long it took for this company to go through prototypes to a shipping product. In the second part, you'll see the scaling hell that it takes to even ship a few thousand robots and the kinds of problems that scaling up a factory brings. Matic is one of my favorite small Silicon Valley companies. It has found what we call "product market fit." I just came back from CES where I saw many of its competitors, and the Matic wins because of not just the product thinking of Mehul and Navneet Dalal but because of their AI leadership. In a way their robot took many lessons from Tesla, from where to put the batteries to its bet on computer vision, which Navneet has been a pioneer in for years, working quietly behind the scenes. It is about to move into a new location that will allow it to grow to meet the demand that now is showing up (the boxes in its lobby show that it's outgrowing its current facilities). In terms of AI, it has aspirations of making a humanoid too, but it is taking a far more measured approach to getting there. By starting on the floor it can not just build world models based on real world data (customers are given a choice whether to allow its data to be used that way. Most customers choose to keep their data on the robot only, for privacy reasons, but if you opt in you can help them improve their models). They are using that data to understand homes. Navneet told me they hit very unusual situations in people's homes already that they couldn't really predict in simulators, like full-wall mirrors that confuse computer vision systems, or pools and water features in people's homes. Having real customers brings a ton of customer feedback about how to further improve the robot, and, as Navneet demonstrates in the second video, forces them to build a manufacturing muscle memory. Getting teams to work together, figuring out how to solve supply chain problems, from Trump's tarriffs, to a new one that showed up over the past couple of weeks. A supplier for its bags (one of the cheaper parts that goes into the robot) changed the glue it used, which caused robots to fail quality tests and the manufacturing line to stop. Reminds me a lot of the hell Elon Musk faced in its Fremont factory when Tesla was first starting to manufacture its Model 3, which almost bankrupted the company. Off the record Mehul and Navneet 🇮🇳 showed me some of the prototypes and plans for its next products that will show up over the next few years. Certainly not as sexy as Tesla, Figure, 1x_tech, and all the Chinese manufacturers are showing off already, but far better thought out for the typical Western home and AI plays a huge role in its future. It is the product that speaks for itself. It's amazing, and is about to get better this year due to AI. It's the first real vision-only robot to be in my home and I bet it won't be the last from this company. Real honor that they invited me over with my Insta360 camera (another company launched in my home, just like Matic was last year). In Part II we go into the factory.

Robert Scoble

69,229 Aufrufe • vor 7 Monaten

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...
3:50

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...

Surmount

26,794 Aufrufe • vor 5 Monaten

HOLD MORE CASH - says legendary tech investor Dan Niles in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March, since when Nasdaq has surged 25%. SEMIS: “So in the short term, are semis at the most overbought they've been since 2000 or 1995 before they had horrific corrections? Absolutely.” IRAN WAR: “If it going to take a lot longer for this situation at the Strait of Hormuz to get sorted out, then you're going to see stock prices collapse to catch up with where bond yields & oil prices are. I don't think that's the case. But, I'm viewing things as you should be sitting with a lot of cash.” MEGA CAP WINNER: “It's obviously Google. They have the full stack & they're the ones you should bet on...they've got everything & they've got the massive cashflow to fund it.” However, the shift to Agentic AI should sustain earnings upgrades this year, making today more like 1998 than 99/00, but be prepared for 30-50% AI trade pull-back in early 2027. We also discussed what the shift to Agentic AI means for $NVDA (not ideal), Intel $INTC (great) and $AMD (good); why concerns over $META are NOT overdone; why $AAPL fortunes should improve; why $AMZN & $MSFT are struggling short term, & why $GOOGL shines bright. Timestamps: 00:00 Intro 02:39 Why today feels like 1998, NOT 1999/2000 05:25 Agentic AI suggests more upside to bull market 07:52 But Iran War could derail things 11:18 Agentic AI means CPU’s over GPU’s 13:35 Semis are overbought 17:51 Is shift to CPUs bad for Nvidia? 19:13 Google the standout performer 21:15 Apple leadership transition 23:45 Meta concerns not overdone 25:37 Google best placed 27:36 30-50% AI crash by early 2027 30:01 Concerns about OpenAI 34:27 Upcoming IPOs, oil, bonds signal problems 36:16 Hold more cash 37:48 Kevin Warsh a positive, but watch bonds 45:44 Conclusion: 1998 or 1999?
50:28

HOLD MORE CASH - says legendary tech investor Dan Niles in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March, since when Nasdaq has surged 25%. SEMIS: “So in the short term, are semis at the most overbought they've been since 2000 or 1995 before they had horrific corrections? Absolutely.” IRAN WAR: “If it going to take a lot longer for this situation at the Strait of Hormuz to get sorted out, then you're going to see stock prices collapse to catch up with where bond yields & oil prices are. I don't think that's the case. But, I'm viewing things as you should be sitting with a lot of cash.” MEGA CAP WINNER: “It's obviously Google. They have the full stack & they're the ones you should bet on...they've got everything & they've got the massive cashflow to fund it.” However, the shift to Agentic AI should sustain earnings upgrades this year, making today more like 1998 than 99/00, but be prepared for 30-50% AI trade pull-back in early 2027. We also discussed what the shift to Agentic AI means for $NVDA (not ideal), Intel $INTC (great) and $AMD (good); why concerns over $META are NOT overdone; why $AAPL fortunes should improve; why $AMZN & $MSFT are struggling short term, & why $GOOGL shines bright. Timestamps: 00:00 Intro 02:39 Why today feels like 1998, NOT 1999/2000 05:25 Agentic AI suggests more upside to bull market 07:52 But Iran War could derail things 11:18 Agentic AI means CPU’s over GPU’s 13:35 Semis are overbought 17:51 Is shift to CPUs bad for Nvidia? 19:13 Google the standout performer 21:15 Apple leadership transition 23:45 Meta concerns not overdone 25:37 Google best placed 27:36 30-50% AI crash by early 2027 30:01 Concerns about OpenAI 34:27 Upcoming IPOs, oil, bonds signal problems 36:16 Hold more cash 37:48 Kevin Warsh a positive, but watch bonds 45:44 Conclusion: 1998 or 1999?

Wilfred Frost

293,833 Aufrufe • vor 3 Monaten

The Iran conflict is a reminder that we must accelerate the transition away from fossil fuels, say many in the media. Iran’s disruption of shipping through the Strait of Hormuz means the world is now losing 13 million barrels per day of oil and refined products, which is over 10% of global consumption. After QatarEnergy, the world’s largest LNG exporter, declared force majeure on all exports after Iranian drone strikes, Asian buyers scrambled to redirect orders to Australia. But then, last week, a cyclone slammed into Australia’s LNG corridor, forcing shutdowns at three of the country’s largest facilities. David Wallace-Wells in the New York Times noted, “No one has ever started a war over solar panels.” But nobody goes to war over solar panels for the same reason nobody goes to war over candles: they cannot power the things that economies, civilizations, and wars run on. A gallon of jet fuel contains 34 kilowatt-hours of energy in a package weighing six pounds. A lithium-ion battery storing the same energy weighs 250 pounds. That density gap is why every military on earth runs on liquid hydrocarbons, why every container ship crossing the Pacific burns bunker fuel, why every combine harvester in Iowa runs on diesel, and why every 747 landing at Heathrow runs on kerosene. The fact that nobody wages war over solar panels is evidence of their limitations, not superiority. Many respond by claiming that fossil fuels persist because of government subsidies and political favoritism. The IMF says global fossil fuel subsidies total $7 trillion. UN Secretary-General Antonio Guterres cited that number when he called for eliminating “fossil fuel subsidies that distort markets and lock us into the past.” But the $7 trillion figure is almost entirely fictional. The IMF’s own data show that only 18% of its subsidy estimate reflects actual government spending or undercharging for supply costs. The remaining 82% consists of what the IMF calls “implicit subsidies,” a theoretical construct that assigns a dollar value to the environmental and social costs of burning fossil fuels and then treats the failure to tax those costs as a subsidy. By that logic, any product whose price does not reflect the full externalized cost of its production is “subsidized.” The real problem is that the world overinvested in green energy and underinvested in oil and gas. Globally, the IEA’s World Energy Investment 2025 report documented that $2.2 trillion flowed to clean energy in 2025, exactly double the $1.1 trillion invested in oil, natural gas, and coal combined. In the U.S., federal tax expenditures for green energy end users in fiscal year 2025 alone totaled $57.9 billion. That figure exceeds the aggregate of all federal fossil fuel tax expenditures over the 31-year period from 1994 to 2025, totaling $50.8 billion. The oil and gas extraction sector generated $1.8 trillion in total U.S. revenues in 2024, meaning that the $3 billion in actual government support represents 0.17% of industry revenue, an economic rounding error. Renewable energy hardware is overwhelmingly manufactured in China, creating a supply chain dependency that is more precarious than the oil dependency it purports to replace. China’s share of global polysilicon, ingot, and wafer production has reached approximately 95%. China controls 91% of rare earth processing and 94% of the permanent magnet production essential for wind turbines. China dominates more than 75% of global solar cell and module manufacturing and is projected to control nearly 60% of all critical mineral refining by 2030. In 2025, Beijing weaponized this dominance, and bismuth prices surgednearly 500% overnight. Had the world spent the past decade building the oil, gas, LNG, pipeline, and fertilizer infrastructure that engineers designed and companies proposed, the Hormuz crisis would still be a serious geopolitical event, but it would not threaten to cause a recession. The Atlantic Coast Pipeline, a 600-mile natural gas line from West Virginia to North Carolina, saw its cost double from $4.5 billion to $8 billion during years of environmental litigation before Duke Energy and Dominion Energy cancelled it in July 2020. The Constitution Pipeline from Pennsylvania to New York died the same year. The PennEast Pipeline won its case at the United States Supreme Court in 2021 and still could not get built because New Jersey refused to issue state permits. In Canada, TransCanada abandoned the $15.7 billion Energy East pipeline in 2017 after the National Energy Board required an unprecedented review of upstream and downstream emissions... Please subscribe now to support Public's award-winning investigative journalism, watch the full video, and read the rest of the article!
4:44

The Iran conflict is a reminder that we must accelerate the transition away from fossil fuels, say many in the media. Iran’s disruption of shipping through the Strait of Hormuz means the world is now losing 13 million barrels per day of oil and refined products, which is over 10% of global consumption. After QatarEnergy, the world’s largest LNG exporter, declared force majeure on all exports after Iranian drone strikes, Asian buyers scrambled to redirect orders to Australia. But then, last week, a cyclone slammed into Australia’s LNG corridor, forcing shutdowns at three of the country’s largest facilities. David Wallace-Wells in the New York Times noted, “No one has ever started a war over solar panels.” But nobody goes to war over solar panels for the same reason nobody goes to war over candles: they cannot power the things that economies, civilizations, and wars run on. A gallon of jet fuel contains 34 kilowatt-hours of energy in a package weighing six pounds. A lithium-ion battery storing the same energy weighs 250 pounds. That density gap is why every military on earth runs on liquid hydrocarbons, why every container ship crossing the Pacific burns bunker fuel, why every combine harvester in Iowa runs on diesel, and why every 747 landing at Heathrow runs on kerosene. The fact that nobody wages war over solar panels is evidence of their limitations, not superiority. Many respond by claiming that fossil fuels persist because of government subsidies and political favoritism. The IMF says global fossil fuel subsidies total $7 trillion. UN Secretary-General Antonio Guterres cited that number when he called for eliminating “fossil fuel subsidies that distort markets and lock us into the past.” But the $7 trillion figure is almost entirely fictional. The IMF’s own data show that only 18% of its subsidy estimate reflects actual government spending or undercharging for supply costs. The remaining 82% consists of what the IMF calls “implicit subsidies,” a theoretical construct that assigns a dollar value to the environmental and social costs of burning fossil fuels and then treats the failure to tax those costs as a subsidy. By that logic, any product whose price does not reflect the full externalized cost of its production is “subsidized.” The real problem is that the world overinvested in green energy and underinvested in oil and gas. Globally, the IEA’s World Energy Investment 2025 report documented that $2.2 trillion flowed to clean energy in 2025, exactly double the $1.1 trillion invested in oil, natural gas, and coal combined. In the U.S., federal tax expenditures for green energy end users in fiscal year 2025 alone totaled $57.9 billion. That figure exceeds the aggregate of all federal fossil fuel tax expenditures over the 31-year period from 1994 to 2025, totaling $50.8 billion. The oil and gas extraction sector generated $1.8 trillion in total U.S. revenues in 2024, meaning that the $3 billion in actual government support represents 0.17% of industry revenue, an economic rounding error. Renewable energy hardware is overwhelmingly manufactured in China, creating a supply chain dependency that is more precarious than the oil dependency it purports to replace. China’s share of global polysilicon, ingot, and wafer production has reached approximately 95%. China controls 91% of rare earth processing and 94% of the permanent magnet production essential for wind turbines. China dominates more than 75% of global solar cell and module manufacturing and is projected to control nearly 60% of all critical mineral refining by 2030. In 2025, Beijing weaponized this dominance, and bismuth prices surgednearly 500% overnight. Had the world spent the past decade building the oil, gas, LNG, pipeline, and fertilizer infrastructure that engineers designed and companies proposed, the Hormuz crisis would still be a serious geopolitical event, but it would not threaten to cause a recession. The Atlantic Coast Pipeline, a 600-mile natural gas line from West Virginia to North Carolina, saw its cost double from $4.5 billion to $8 billion during years of environmental litigation before Duke Energy and Dominion Energy cancelled it in July 2020. The Constitution Pipeline from Pennsylvania to New York died the same year. The PennEast Pipeline won its case at the United States Supreme Court in 2021 and still could not get built because New Jersey refused to issue state permits. In Canada, TransCanada abandoned the $15.7 billion Energy East pipeline in 2017 after the National Energy Board required an unprecedented review of upstream and downstream emissions... Please subscribe now to support Public's award-winning investigative journalism, watch the full video, and read the rest of the article!

Michael Shellenberger

58,605 Aufrufe • vor 5 Monaten

🚨12 HOUR NEWS RECAP 1.⁠ Trump pushed back on claims he was losing support: “I have the best, I have the best poll numbers among Republicans I've ever had. Among Republicans, I have poll numbers, 71%.” 2.⁠ After a brutal attack on DOGE team member Edward “Big Balls” Coristine during a carjacking, Trump threatened to federalize D.C: “Either they're gonna straighten their act out in terms of government and in terms of protection, or we're gonna have to federalize and run it the way it's supposed to be run.” 3.⁠ U.S special envoy Steve Witkoff met with Putin ahead of Trump’s deadline: strike a peace deal with Ukraine or face penalties. Trump’s warning? If Russia doesn’t fold, expect sanctions - and maybe tariffs on its trade buddies like India and China. 4.⁠ Gov. Abbott escalated Texas' redistricting standoff, filing an emergency petition with the state Supreme Court to remove Rep. Gene Wu from office. Gov. Abbott argues Wu “forfeited” his seat by fleeing the state to block quorum, calling it a deliberate attempt to shut down the legislative process. 5.⁠ After lifting sanctions on Syria, Trump has slapped the war-torn country with the steepest tariff on earth: 41%. The White House hasn’t explained why, but analysts say it’s a pressure move to steer Damascus closer to Israel. 6.⁠ Wildfires are tearing through southwest France, torching over 11,000 hectares. At least 1 person has died and 11 injured as firefighters struggle to contain the blaze. 7.⁠ Google’s new AI model Genie 3 lets AI agents learn by pretending to ski, work in warehouses, or roam mountain lakes - all from a text prompt. They said Genie 3 is how you train machines to do everything - faster, cheaper, and without needing lunch breaks. 8.⁠ Today marks 80 years since the U.S. dropped the first atomic bomb used in war - “Little Boy” - on the Japanese city of Hiroshima. The blast, equal to 15,000 tons of TNT, obliterated nearly 70% of the city. An estimated 140,000 people died by the end of that year, many within seconds. 9.⁠ Rwanda has agreed to accept up to 250 illegal immigrants deported from the United States, giving itself final approval power over each case. It becomes the third African country to accept U.S. deportees, following South Sudan and Eswatini. 10.⁠ In San Francisco’s SoMa district, 200 people gathered in a warehouse to hold a literal funeral for Claude 3 Sonnet.
2:13

🚨12 HOUR NEWS RECAP 1.⁠ Trump pushed back on claims he was losing support: “I have the best, I have the best poll numbers among Republicans I've ever had. Among Republicans, I have poll numbers, 71%.” 2.⁠ After a brutal attack on DOGE team member Edward “Big Balls” Coristine during a carjacking, Trump threatened to federalize D.C: “Either they're gonna straighten their act out in terms of government and in terms of protection, or we're gonna have to federalize and run it the way it's supposed to be run.” 3.⁠ U.S special envoy Steve Witkoff met with Putin ahead of Trump’s deadline: strike a peace deal with Ukraine or face penalties. Trump’s warning? If Russia doesn’t fold, expect sanctions - and maybe tariffs on its trade buddies like India and China. 4.⁠ Gov. Abbott escalated Texas' redistricting standoff, filing an emergency petition with the state Supreme Court to remove Rep. Gene Wu from office. Gov. Abbott argues Wu “forfeited” his seat by fleeing the state to block quorum, calling it a deliberate attempt to shut down the legislative process. 5.⁠ After lifting sanctions on Syria, Trump has slapped the war-torn country with the steepest tariff on earth: 41%. The White House hasn’t explained why, but analysts say it’s a pressure move to steer Damascus closer to Israel. 6.⁠ Wildfires are tearing through southwest France, torching over 11,000 hectares. At least 1 person has died and 11 injured as firefighters struggle to contain the blaze. 7.⁠ Google’s new AI model Genie 3 lets AI agents learn by pretending to ski, work in warehouses, or roam mountain lakes - all from a text prompt. They said Genie 3 is how you train machines to do everything - faster, cheaper, and without needing lunch breaks. 8.⁠ Today marks 80 years since the U.S. dropped the first atomic bomb used in war - “Little Boy” - on the Japanese city of Hiroshima. The blast, equal to 15,000 tons of TNT, obliterated nearly 70% of the city. An estimated 140,000 people died by the end of that year, many within seconds. 9.⁠ Rwanda has agreed to accept up to 250 illegal immigrants deported from the United States, giving itself final approval power over each case. It becomes the third African country to accept U.S. deportees, following South Sudan and Eswatini. 10.⁠ In San Francisco’s SoMa district, 200 people gathered in a warehouse to hold a literal funeral for Claude 3 Sonnet.

Mario Nawfal

362,228 Aufrufe • vor 1 Jahr

Jamie Dimon just asked Elon Musk why he's taking SpaceX public after a decade of saying no. The answer is very Musky and MIND BLOWING: "I've been asked for many years about taking SpaceX public. Probably been almost ten years that people have been suggesting I should." "We've been positive cash flow for quite a long time. I think since around 2014, 2015. And we've been self-funding. In fact, our private equity rounds have actually not been fundraising rounds. They've been liquidity rounds for investors and employees. SpaceX has actually bought back stock in most of our funding events." So why now? "We are embarking on a significant growth phase, a capital growth phase, where we are going to put in orbit probably over a hundred thousand satellites just for communications." "Version 3 is ten to twenty times more capable than the Version 2 satellite. It's a hundred times more bandwidth than the Starlink system currently offers and half the latency." Then Dimon asked about AI. And this is where it went somewhere nobody in the room expected... "The peak bandwidth of a human is a few hundred bits per second. But bandwidth of a computer can be a trillion bits per second. The appetite for bandwidth of AI and robots is gonna be enormous." "We're also doing the AI data centres in space. Which is another massive capital endeavour." Then it started to sound like something straight out of a sci-fi film: "It's increasingly difficult to build power plants on the ground. There are very few people who want a power plant in their backyard. If we wanted to double the electricity usage of the United States, which is on average about 500 gigawatts, we would have to build about twice as many power plants. Most communities are not super excited about that." "But if we go to space, we can go far beyond the electricity generation of Earth." "This is gonna sound crazy, but you could actually increase harnessed energy by a factor of a million and still be using much less than a millionth of the Sun's energy." Sorry, but this is HUGE. The SpaceX IPO hits next week and is expected to make Elon Musk the world's first trillionaire. He is SpaceX. He is Tesla. He is Neuralink, xAI, The Boring Company, and the owner of X. That doesn't happen by accident. It happens because he is one of the most powerful personal brands the world has ever seen. Every company he touches gets amplified by the fact that the world already knows his name, his face, and his vision before he says a single word. That is the compounding effect of a personal brand built over two decades. SO: We build massive distribution and grow personal brands on X and beyond without our clients lifting a finger. If you're a founder or VC looking for that kind of exposure, book a call below. We average 1.5M views a week and have brought in over $5 million in attributable revenue for our clients.
2:58

Jamie Dimon just asked Elon Musk why he's taking SpaceX public after a decade of saying no. The answer is very Musky and MIND BLOWING: "I've been asked for many years about taking SpaceX public. Probably been almost ten years that people have been suggesting I should." "We've been positive cash flow for quite a long time. I think since around 2014, 2015. And we've been self-funding. In fact, our private equity rounds have actually not been fundraising rounds. They've been liquidity rounds for investors and employees. SpaceX has actually bought back stock in most of our funding events." So why now? "We are embarking on a significant growth phase, a capital growth phase, where we are going to put in orbit probably over a hundred thousand satellites just for communications." "Version 3 is ten to twenty times more capable than the Version 2 satellite. It's a hundred times more bandwidth than the Starlink system currently offers and half the latency." Then Dimon asked about AI. And this is where it went somewhere nobody in the room expected... "The peak bandwidth of a human is a few hundred bits per second. But bandwidth of a computer can be a trillion bits per second. The appetite for bandwidth of AI and robots is gonna be enormous." "We're also doing the AI data centres in space. Which is another massive capital endeavour." Then it started to sound like something straight out of a sci-fi film: "It's increasingly difficult to build power plants on the ground. There are very few people who want a power plant in their backyard. If we wanted to double the electricity usage of the United States, which is on average about 500 gigawatts, we would have to build about twice as many power plants. Most communities are not super excited about that." "But if we go to space, we can go far beyond the electricity generation of Earth." "This is gonna sound crazy, but you could actually increase harnessed energy by a factor of a million and still be using much less than a millionth of the Sun's energy." Sorry, but this is HUGE. The SpaceX IPO hits next week and is expected to make Elon Musk the world's first trillionaire. He is SpaceX. He is Tesla. He is Neuralink, xAI, The Boring Company, and the owner of X. That doesn't happen by accident. It happens because he is one of the most powerful personal brands the world has ever seen. Every company he touches gets amplified by the fact that the world already knows his name, his face, and his vision before he says a single word. That is the compounding effect of a personal brand built over two decades. SO: We build massive distribution and grow personal brands on X and beyond without our clients lifting a finger. If you're a founder or VC looking for that kind of exposure, book a call below. We average 1.5M views a week and have brought in over $5 million in attributable revenue for our clients.

Lewis 🏴󠁧󠁢󠁷󠁬󠁳󠁿

224,087 Aufrufe • vor 3 Monaten

I can't believe that the once richest man on earth just bet his entire empire on ONE company. And he has 9 days to pull it off. SoftBank is scrambling to deliver $22.5 billion to OpenAI by December 31st. To get there, CEO Masayoshi Son sold his ENTIRE stake in the best-performing AI stock on the planet. Then sold billions more in other holdings. Cut staff. Froze dealmaking. Borrowed against everything he owns. This is the biggest all-in bet in the past few years. And it might be the most reckless financial engineering since 2008. Here's what's actually happening: SoftBank promised OpenAI $40 billion back in April when the company was valued at $300 billion. The deal had conditions. OpenAI had to convert to a for-profit structure by year-end. They did that in October. Now the clock is ticking. $22.5 billion must arrive in 9 days or the deal breaks. Son already delivered $17.5 billion earlier this year. Getting the rest is proving harder than anyone expected. The moves Son made to raise the cash are absolutely wild: He dumped SoftBank's entire $5.8 billion position in Nvidia. Not trimmed. Not reduced. LIQUIDATED. The same Nvidia that's been printing money for AI investors all year. He sold $4.8 billion worth of T-Mobile shares. Slashed staff across the company. And the Vision Fund that used to write checks for everything? Dead. Any deal over $50 million now requires Son's personal approval. Investment managers who used to hunt for the next big thing are now working full-time on the OpenAI transaction. But it still wasn't enough cash... So Son went to the debt markets. He expanded SoftBank's margin loan capacity by $6.5 billion, bringing total undrawn capacity to $11.5 billion. All of it backed by Arm Holdings stock. If Arm's stock drops, those loans get called. SoftBank faces margin calls. The whole thing unravels. And the risk gets crazier. OpenAI's valuation has tripled since April. Started at $300 billion. Now heading toward $900 billion according to sources. Amazon is reportedly joining the next round. On paper, SoftBank's investment looks brilliant. A 3X return in 8 months. But here's the thing: OpenAI is hemorrhaging cash at a rate that makes Uber's losses look responsible. The company generates $13 billion in annual revenue. Impressive... right? But they're literally projected to LOSE $74 billion by 2028. Not break even with losses. Not approach profitability. $74 billion in the red. Their revenue is growing. Their losses are growing faster. Because AI compute costs don't scale down. They scale UP. Every new ChatGPT user costs OpenAI money. Every API call burns cash. Every model training run requires millions in compute. Sam Altman told employees OpenAI is now in "code red" mode. Pausing all other product launches to focus entirely on beating Google's Gemini. That's the language of desperation. And Altman's long-term vision is even more expensive. He wants to build 30 gigawatts of AI compute capacity. Cost: $1.4 TRILLION. For context, that's larger than Mexico's entire GDP. He wants to add 1 gigawat every single week. Each gigawatt costs over $40 billion. The math doesn't work. The business model doesn't work. The capital requirements are impossible. But Son is betting everything anyway. Why would he do this? Because if it works, he owns the future. If OpenAI becomes the infrastructure layer for the next 20 years of computing, that $22.5 billion turns into trillions. SoftBank becomes the kingmaker of AI. Son becomes the most powerful investor in history. But if it fails? SoftBank vaporizes. The Nvidia stake is gone. Can't get it back. The T-Mobile shares are gone. The margin loans against Arm come due. Son has systematically dismantled his portfolio to concentrate everything into one bet. This is the opposite of diversification. This is the opposite of prudent risk management. This is a founder going all-in on a vision that everyone else thinks is insane. And he might be right. Other investors see it too. That's why OpenAI's valuation tripled in 8 months. BlackRock, Fidelity, and JP Morgan are all writing massive checks to private AI companies. Databricks just raised $4 billion at a $134 billion valuation. The entire market is betting that AI infrastructure will define the next decade. But the difference? They're diversifying. Spreading risk. Building portfolios. Son put everything on one company. The deadline is December 31st. In 9 days, we'll know if SoftBank pulled it off. If they deliver the $22.5 billion on time, the bet stays alive. If they miss the deadline, the deal could collapse. The terms could change. Competitors could swoop in. And Son will have sold the farm for nothing. This is either: The greatest venture bet in history. Or the most reckless financial move since Lehman Brothers. There's no middle ground. Masayoshi Son doesn't do middle ground. He bet big on Alibaba in 2000 and turned $20 million into $60 billion. He bet big on WeWork and lost $14 billion. Now he's betting bigger than ever. $22.5 billion. 9 days. Everything on the line. What would you do?
1:06

I can't believe that the once richest man on earth just bet his entire empire on ONE company. And he has 9 days to pull it off. SoftBank is scrambling to deliver $22.5 billion to OpenAI by December 31st. To get there, CEO Masayoshi Son sold his ENTIRE stake in the best-performing AI stock on the planet. Then sold billions more in other holdings. Cut staff. Froze dealmaking. Borrowed against everything he owns. This is the biggest all-in bet in the past few years. And it might be the most reckless financial engineering since 2008. Here's what's actually happening: SoftBank promised OpenAI $40 billion back in April when the company was valued at $300 billion. The deal had conditions. OpenAI had to convert to a for-profit structure by year-end. They did that in October. Now the clock is ticking. $22.5 billion must arrive in 9 days or the deal breaks. Son already delivered $17.5 billion earlier this year. Getting the rest is proving harder than anyone expected. The moves Son made to raise the cash are absolutely wild: He dumped SoftBank's entire $5.8 billion position in Nvidia. Not trimmed. Not reduced. LIQUIDATED. The same Nvidia that's been printing money for AI investors all year. He sold $4.8 billion worth of T-Mobile shares. Slashed staff across the company. And the Vision Fund that used to write checks for everything? Dead. Any deal over $50 million now requires Son's personal approval. Investment managers who used to hunt for the next big thing are now working full-time on the OpenAI transaction. But it still wasn't enough cash... So Son went to the debt markets. He expanded SoftBank's margin loan capacity by $6.5 billion, bringing total undrawn capacity to $11.5 billion. All of it backed by Arm Holdings stock. If Arm's stock drops, those loans get called. SoftBank faces margin calls. The whole thing unravels. And the risk gets crazier. OpenAI's valuation has tripled since April. Started at $300 billion. Now heading toward $900 billion according to sources. Amazon is reportedly joining the next round. On paper, SoftBank's investment looks brilliant. A 3X return in 8 months. But here's the thing: OpenAI is hemorrhaging cash at a rate that makes Uber's losses look responsible. The company generates $13 billion in annual revenue. Impressive... right? But they're literally projected to LOSE $74 billion by 2028. Not break even with losses. Not approach profitability. $74 billion in the red. Their revenue is growing. Their losses are growing faster. Because AI compute costs don't scale down. They scale UP. Every new ChatGPT user costs OpenAI money. Every API call burns cash. Every model training run requires millions in compute. Sam Altman told employees OpenAI is now in "code red" mode. Pausing all other product launches to focus entirely on beating Google's Gemini. That's the language of desperation. And Altman's long-term vision is even more expensive. He wants to build 30 gigawatts of AI compute capacity. Cost: $1.4 TRILLION. For context, that's larger than Mexico's entire GDP. He wants to add 1 gigawat every single week. Each gigawatt costs over $40 billion. The math doesn't work. The business model doesn't work. The capital requirements are impossible. But Son is betting everything anyway. Why would he do this? Because if it works, he owns the future. If OpenAI becomes the infrastructure layer for the next 20 years of computing, that $22.5 billion turns into trillions. SoftBank becomes the kingmaker of AI. Son becomes the most powerful investor in history. But if it fails? SoftBank vaporizes. The Nvidia stake is gone. Can't get it back. The T-Mobile shares are gone. The margin loans against Arm come due. Son has systematically dismantled his portfolio to concentrate everything into one bet. This is the opposite of diversification. This is the opposite of prudent risk management. This is a founder going all-in on a vision that everyone else thinks is insane. And he might be right. Other investors see it too. That's why OpenAI's valuation tripled in 8 months. BlackRock, Fidelity, and JP Morgan are all writing massive checks to private AI companies. Databricks just raised $4 billion at a $134 billion valuation. The entire market is betting that AI infrastructure will define the next decade. But the difference? They're diversifying. Spreading risk. Building portfolios. Son put everything on one company. The deadline is December 31st. In 9 days, we'll know if SoftBank pulled it off. If they deliver the $22.5 billion on time, the bet stays alive. If they miss the deadline, the deal could collapse. The terms could change. Competitors could swoop in. And Son will have sold the farm for nothing. This is either: The greatest venture bet in history. Or the most reckless financial move since Lehman Brothers. There's no middle ground. Masayoshi Son doesn't do middle ground. He bet big on Alibaba in 2000 and turned $20 million into $60 billion. He bet big on WeWork and lost $14 billion. Now he's betting bigger than ever. $22.5 billion. 9 days. Everything on the line. What would you do?

Ricardo

1,880,981 Aufrufe • vor 8 Monaten