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With companies like SpaceX, Anthropic, and OpenAI potentially heading toward IPOs, investors are already debating which one will be the biggest winner. My view is that trying to pick a single champion is a mistake. SpaceX gives you exposure to Elon Musk and the success of Starlink, which is...

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Kevin O'Leary aka Mr. Wonderful

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34,397 Aufrufe • vor 2 Monaten •via X (Twitter)

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356,334 Aufrufe • vor 2 Monaten

OpenAI and Anthropic haven't won the enterprise AI market yet. “When you get a CIO one-on-one, they’re not happy with what Anthropic is trying to do. They're not happy with what OpenAI is bringing to the enterprise.” "I think ultimately, OpenAI is a consumer AI company. Anthropic is a coding model company, and the enterprise is actually really, really wide open and incredibly diverse in terms of the winners" — May Habib, CEO of WRITER
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OpenAI and Anthropic haven't won the enterprise AI market yet. “When you get a CIO one-on-one, they’re not happy with what Anthropic is trying to do. They're not happy with what OpenAI is bringing to the enterprise.” "I think ultimately, OpenAI is a consumer AI company. Anthropic is a coding model company, and the enterprise is actually really, really wide open and incredibly diverse in terms of the winners" — May Habib, CEO of WRITER

The Information

41,029 Aufrufe • vor 21 Tagen

Elon Musk Elon Musk shows how his companies work for the benefit of humanity: "SpaceX, Tesla, Neuralink, and The Boring Company are philanthropy. If you say philanthropy is love of humanity, they are philanthropy. Tesla is accelerating sustainable energy; this is philanthropy. SpaceX is trying to ensure the long-term survival of humanity as a multiplanet species; this is the love of humanity. Neuralink is here to help solve brain injuries and existential risk with AI–love of humanity. The Boring Company is trying to solve traffic, which is hell for most people, that also is a love of humanity. If you care about the reality of goodness instead of the perception of it, philanthropy is extremely difficult.
0:45

Elon Musk Elon Musk shows how his companies work for the benefit of humanity: "SpaceX, Tesla, Neuralink, and The Boring Company are philanthropy. If you say philanthropy is love of humanity, they are philanthropy. Tesla is accelerating sustainable energy; this is philanthropy. SpaceX is trying to ensure the long-term survival of humanity as a multiplanet species; this is the love of humanity. Neuralink is here to help solve brain injuries and existential risk with AI–love of humanity. The Boring Company is trying to solve traffic, which is hell for most people, that also is a love of humanity. If you care about the reality of goodness instead of the perception of it, philanthropy is extremely difficult.

Beanie👾

10,978,641 Aufrufe • vor 10 Monaten

SF Compute CEO evan conrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this compounding advantage. The default assumption of that is assuming nobody else will do anything." "The bottleneck was there's 100 people, and they know how to train the models. Or you thought, the problem is compute. The problem of compute is credit. And OpenAI and Anthropic are not unique to having credit. In fact, they don't have as good credit as other people." "If you assume the problem is not the researchers, that that problem's basically gone away the moment you got to auto research, then what you should assume is that pretty much every other company is going to swap the way they work to look like a frontier lab. It won't be OpenAI and Anthropic take the whole world. It's that everyone's OpenAI and Anthropic now." San Francisco Compute
1:32

SF Compute CEO evan conrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this compounding advantage. The default assumption of that is assuming nobody else will do anything." "The bottleneck was there's 100 people, and they know how to train the models. Or you thought, the problem is compute. The problem of compute is credit. And OpenAI and Anthropic are not unique to having credit. In fact, they don't have as good credit as other people." "If you assume the problem is not the researchers, that that problem's basically gone away the moment you got to auto research, then what you should assume is that pretty much every other company is going to swap the way they work to look like a frontier lab. It won't be OpenAI and Anthropic take the whole world. It's that everyone's OpenAI and Anthropic now." San Francisco Compute

MTS

133,799 Aufrufe • vor 9 Tagen

BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”
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BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”

Vivek Sen

416,368 Aufrufe • vor 2 Monaten

NEWS: Elon Musk says one reason for taking SpaceX public is to let the public own a part of the company. One of the reasons I took SpaceX public is so that the public could participate... they could own a piece of SpaceX. Musk explained that a public listing would allow millions of people to become shareholders, whereas private companies are limited to only a few thousand shareholders.
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NEWS: Elon Musk says one reason for taking SpaceX public is to let the public own a part of the company. One of the reasons I took SpaceX public is so that the public could participate... they could own a piece of SpaceX. Musk explained that a public listing would allow millions of people to become shareholders, whereas private companies are limited to only a few thousand shareholders.

Tesla Owners Silicon Valley

37,326 Aufrufe • vor 1 Monat

This level for the stock market and $BTC looks like the most obvious bear signal of my life Everyone is convinced tomorrow will be a green day for AI stocks, indexes will surge and every rat on this show will be rich again But why? What reason? Trump only mentioned his intent to get a stake in AI firms Some are calling this a government bailout I'm more on that side too There are literally no good signs for markets to go even higher Previously I thought 8k was a good target to start selling But now, man, this shit is scary SpaceX + Anthropic + OpenAI IPOs to extract >$200 billion Nvidia CEO shilling other stocks like it's Ansem on a random podcast SEC lowering the limit to participate in IPOs The Iran peace deal is not even close, we will probably see at least a few more military actions FED will almost certainly hike rates The whole fucking world is struggling because of oil prices that are starting to shock manufacturers Musk is setting up a strangely promising and expensive deal with Google (which owns 5% of SpaceX) right before the IPO And on top of that we have Saylor, who is literally forced to sell and has already proved that he will I might be crazy, but this feels like the best time to get out of the markets
0:42

This level for the stock market and $BTC looks like the most obvious bear signal of my life Everyone is convinced tomorrow will be a green day for AI stocks, indexes will surge and every rat on this show will be rich again But why? What reason? Trump only mentioned his intent to get a stake in AI firms Some are calling this a government bailout I'm more on that side too There are literally no good signs for markets to go even higher Previously I thought 8k was a good target to start selling But now, man, this shit is scary SpaceX + Anthropic + OpenAI IPOs to extract >$200 billion Nvidia CEO shilling other stocks like it's Ansem on a random podcast SEC lowering the limit to participate in IPOs The Iran peace deal is not even close, we will probably see at least a few more military actions FED will almost certainly hike rates The whole fucking world is struggling because of oil prices that are starting to shock manufacturers Musk is setting up a strangely promising and expensive deal with Google (which owns 5% of SpaceX) right before the IPO And on top of that we have Saylor, who is literally forced to sell and has already proved that he will I might be crazy, but this feels like the best time to get out of the markets

Leshka.eth ⛩

51,143 Aufrufe • vor 2 Monaten

Gavin Baker says the Anthropic S-1 will break a lot of investors' brains "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
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Gavin Baker says the Anthropic S-1 will break a lot of investors' brains "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."

dnap

539,709 Aufrufe • vor 20 Tagen

Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a skeptic on Starlink direct-to-cell. I think the plan to use these distributed Starlink effectively almost as, we'll call them, small cells, femtocells, is interesting." "Everybody will have a nuanced view on orbital compute -- whether they're bullish or bearish, they will have a view. They'll have a view on terrestrial compute." "Very few of these investors talk about Grok at all." "And it is Pareto dominant on a lot of measures." "And we have an existence proof that Anthropic went from, whatever it is, $1 billion to $50 billion really fast." "And if Anthropic is worth, with the $2 trillion per the FT, $3 or $4 trillion, maybe the numbers settle out -- I said I thought that was a market-clearing price, I didn't say that's where I thought it was worth." "Maybe people should start to consider Grok when they think about SpaceX."
1:26

Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a skeptic on Starlink direct-to-cell. I think the plan to use these distributed Starlink effectively almost as, we'll call them, small cells, femtocells, is interesting." "Everybody will have a nuanced view on orbital compute -- whether they're bullish or bearish, they will have a view. They'll have a view on terrestrial compute." "Very few of these investors talk about Grok at all." "And it is Pareto dominant on a lot of measures." "And we have an existence proof that Anthropic went from, whatever it is, $1 billion to $50 billion really fast." "And if Anthropic is worth, with the $2 trillion per the FT, $3 or $4 trillion, maybe the numbers settle out -- I said I thought that was a market-clearing price, I didn't say that's where I thought it was worth." "Maybe people should start to consider Grok when they think about SpaceX."

Fireside Alpha

274,987 Aufrufe • vor 20 Tagen

Jensen Huang just validated Elon Musk’s entire ecosystem in a single breath. Not one product. All of it. Huang: “The work he’s doing in Grok, self-driving cars, and Optimus. These are all world-class. Every single one of them is revolutionary. Every single one of them is going to be a gigantic opportunity.” To the public, a chatbot, a car, and a robot look like three separate bets. They are one project. The total automation of human cognition and physical labor. A digital brain. A spatial nervous system. A physical body. Musk is building all three simultaneously. Huang is supplying the compute to fuse them. Huang: “We do a lot of business with Tesla and xAI. Elon is an extraordinary engineer, and I love working with him. We’ve built some amazing computers together, and we’re going to build many more.” This is not a vendor relationship. It is the most consequential technological alliance in history and most people think it is a business partnership. Then Huang said what should end every debate about Optimus. Huang: “This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology.” Huang: “Right around the corner. Likely to be the next multi-trillion dollar industry.” The humanoid robot race will not be won in a research lab. It will be won on the manufacturing floor. Every other robotics company on earth can build a robot. Tesla can flood the planet with them. Because Tesla already knows how to stamp metal, build batteries, and deploy autonomous inference at global scale. The rest of the industry has prototypes. Tesla has the most sophisticated manufacturing operation on earth. When the world’s leading chipmaker calls your robot the next multi-trillion dollar industry, the debate is over. One supplies the chips. One builds everything the chips make possible. When that infrastructure scales across Grok, FSD, and Optimus simultaneously, the question stops being whether this changes everything. It becomes how fast.
1:08

Jensen Huang just validated Elon Musk’s entire ecosystem in a single breath. Not one product. All of it. Huang: “The work he’s doing in Grok, self-driving cars, and Optimus. These are all world-class. Every single one of them is revolutionary. Every single one of them is going to be a gigantic opportunity.” To the public, a chatbot, a car, and a robot look like three separate bets. They are one project. The total automation of human cognition and physical labor. A digital brain. A spatial nervous system. A physical body. Musk is building all three simultaneously. Huang is supplying the compute to fuse them. Huang: “We do a lot of business with Tesla and xAI. Elon is an extraordinary engineer, and I love working with him. We’ve built some amazing computers together, and we’re going to build many more.” This is not a vendor relationship. It is the most consequential technological alliance in history and most people think it is a business partnership. Then Huang said what should end every debate about Optimus. Huang: “This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology.” Huang: “Right around the corner. Likely to be the next multi-trillion dollar industry.” The humanoid robot race will not be won in a research lab. It will be won on the manufacturing floor. Every other robotics company on earth can build a robot. Tesla can flood the planet with them. Because Tesla already knows how to stamp metal, build batteries, and deploy autonomous inference at global scale. The rest of the industry has prototypes. Tesla has the most sophisticated manufacturing operation on earth. When the world’s leading chipmaker calls your robot the next multi-trillion dollar industry, the debate is over. One supplies the chips. One builds everything the chips make possible. When that infrastructure scales across Grok, FSD, and Optimus simultaneously, the question stops being whether this changes everything. It becomes how fast.

Dustin

66,374 Aufrufe • vor 6 Monaten

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:50

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,924 Aufrufe • vor 3 Monaten

🚨 WARNING: SPACEX IPO WILL BE A MASSIVE STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Rocket Lab. $RKLB went public in 2021 with massive space stock hype. Then it dumped 82.8% from its 2021 high to its 2022 low. Retail bought the future. Then reality hit. Now the same setup is coming again, but much bigger. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Rocket Lab dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I will post the warning BEFORE it hits the headlines.
0:36

🚨 WARNING: SPACEX IPO WILL BE A MASSIVE STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Rocket Lab. $RKLB went public in 2021 with massive space stock hype. Then it dumped 82.8% from its 2021 high to its 2022 low. Retail bought the future. Then reality hit. Now the same setup is coming again, but much bigger. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Rocket Lab dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I will post the warning BEFORE it hits the headlines.

Wimar.X

676,379 Aufrufe • vor 2 Monaten

today I discussed the state of all my favorite markets and how I plan to make money moving forward 🎙️ let’s call this a podcast episode from the car while getting coffee ✌️ ➡️ is the crypto bottom in, and is there still money to be made in memecoins? ➡️ is the Pokemon market in a bubble, and is there still money to be made in TCGs? ➡️ will IPOs of SpaceX, OpenAI, and Anthropic be the local top? ➡️ being early to trends and identifying them on your own is the way you will truly make it, but how do you “be early”? no timestamps since I did this in one take and was all over the place
18:39

today I discussed the state of all my favorite markets and how I plan to make money moving forward 🎙️ let’s call this a podcast episode from the car while getting coffee ✌️ ➡️ is the crypto bottom in, and is there still money to be made in memecoins? ➡️ is the Pokemon market in a bubble, and is there still money to be made in TCGs? ➡️ will IPOs of SpaceX, OpenAI, and Anthropic be the local top? ➡️ being early to trends and identifying them on your own is the way you will truly make it, but how do you “be early”? no timestamps since I did this in one take and was all over the place

Ash Robin

15,420 Aufrufe • vor 3 Monaten

Bill Ackman's lesson on investing first $1,000: "invest like the stock market could shut for 10 years - would you still want to own this? if not, don't buy it" next take: "the word is: never bet against Elon Musk" this is him giving secrets to investing that built a $20B fund and made him one of the most watched investors alive "a business is like a bond -but the coupon isn't fixed. flip the PE over -a stock at 20x is a 5% yield the only question is: will that 5% grow, or will someone disrupt it?" what he buys: "no leverage, businesses you'd hold even if you couldn't sell for 10 years" - durable compounders on the AI race: "Anthropic is the leader - and it's profitable. I'm not betting on OpenAI, they're bleeding cash" bookmark & watch - these lessons ↓
43:17

Bill Ackman's lesson on investing first $1,000: "invest like the stock market could shut for 10 years - would you still want to own this? if not, don't buy it" next take: "the word is: never bet against Elon Musk" this is him giving secrets to investing that built a $20B fund and made him one of the most watched investors alive "a business is like a bond -but the coupon isn't fixed. flip the PE over -a stock at 20x is a 5% yield the only question is: will that 5% grow, or will someone disrupt it?" what he buys: "no leverage, businesses you'd hold even if you couldn't sell for 10 years" - durable compounders on the AI race: "Anthropic is the leader - and it's profitable. I'm not betting on OpenAI, they're bleeding cash" bookmark & watch - these lessons ↓

bodila

67,472 Aufrufe • vor 1 Monat

Elon Musk ( CEO of SpaceX): "companies that are entirely AI will demolish companies that are not. it won't be a contest." This is the shift that's going to define the rest of 2026. 14 minutes of pure insight from the richest man on earth. Watch it, then read the full guide on how to actually build and run your entire business using AI
14:43

Elon Musk ( CEO of SpaceX): "companies that are entirely AI will demolish companies that are not. it won't be a contest." This is the shift that's going to define the rest of 2026. 14 minutes of pure insight from the richest man on earth. Watch it, then read the full guide on how to actually build and run your entire business using AI

Avid

18,131 Aufrufe • vor 1 Monat

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:36

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

Wimar.X

826,109 Aufrufe • vor 3 Monaten

KAYLEIGH MCENANY: “I want to emphasize Elon Musk and what he has done for the world. “I stood alongside President Trump as SpaceX achieved America’s first crewed rocket launch in nearly a decade. It was SpaceX. “When Butch Wilmore and his crew were stranded, who saved them? It wasn’t the public sector — it was the private sector. It was SpaceX. “Elon Musk’s companies — SpaceX, X, and Neuralink — are pushing humanity forward. “Neuralink is already helping restore communication and mobility for people with paralysis. That is Elon Musk. That is innovation. “And with innovation comes profit, and with profit comes the creation of millionaires and opportunity inside companies. That’s how capitalism works. It is not the great evil Bernie Sanders wants you to believe it is.”
0:48

KAYLEIGH MCENANY: “I want to emphasize Elon Musk and what he has done for the world. “I stood alongside President Trump as SpaceX achieved America’s first crewed rocket launch in nearly a decade. It was SpaceX. “When Butch Wilmore and his crew were stranded, who saved them? It wasn’t the public sector — it was the private sector. It was SpaceX. “Elon Musk’s companies — SpaceX, X, and Neuralink — are pushing humanity forward. “Neuralink is already helping restore communication and mobility for people with paralysis. That is Elon Musk. That is innovation. “And with innovation comes profit, and with profit comes the creation of millionaires and opportunity inside companies. That’s how capitalism works. It is not the great evil Bernie Sanders wants you to believe it is.”

Katie Miller

87,588 Aufrufe • vor 2 Monaten

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:33

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

583,224 Aufrufe • vor 2 Monaten

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:57

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,383 Aufrufe • vor 3 Monaten

.Anish Acharya says the future of AI isn’t one model to rule them all—and explains why platforms that integrate multiple models will benefit the most: "I think we're going to need and rely on all of the models." "It's sort of like if you have a team of people... if you have five people, they could all do a basic set of things pretty capably." "But then they all have their specializations. Maybe one of them is really good at closing a customer who doesn't want to sign the deal, and one of them is really good at culture and getting the best out of the team." "There are some areas in which they are going to build apps, and that will be a threat to app companies. But there are many areas in which app companies are advantaged. Cursor and Krea are great examples of this—products where you benefit from being multi-model." "When you actually use a creative tool, you don't want to just use Nano Banana, you want to have access to OpenAI, Nano Banana, Kling—all of them—Qwen, you name it. So using a single interface to access all the models is powerful." Anish Acharya on BILLIONS with Guillaume Moubeche
2:13

.Anish Acharya says the future of AI isn’t one model to rule them all—and explains why platforms that integrate multiple models will benefit the most: "I think we're going to need and rely on all of the models." "It's sort of like if you have a team of people... if you have five people, they could all do a basic set of things pretty capably." "But then they all have their specializations. Maybe one of them is really good at closing a customer who doesn't want to sign the deal, and one of them is really good at culture and getting the best out of the team." "There are some areas in which they are going to build apps, and that will be a threat to app companies. But there are many areas in which app companies are advantaged. Cursor and Krea are great examples of this—products where you benefit from being multi-model." "When you actually use a creative tool, you don't want to just use Nano Banana, you want to have access to OpenAI, Nano Banana, Kling—all of them—Qwen, you name it. So using a single interface to access all the models is powerful." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

33,276 Aufrufe • vor 5 Monaten