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xAI will be pulled into SpaceX. Rebranded as SpaceXAI. Same brains, bigger machine. New setup. Makes sense. You don’t build 220k GPU clusters to keep things small. Earth’s running out of room for this anyway. Next step? SpaceXAI scaling. Obviously. SpaceX @xAI

137,233 views • 3 months ago •via X (Twitter)

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🚨 SOMETHING EXTREMELY BAD IS COMING FOR SPACEX!! After SpaceX releases its Q2 report, 20% of insider shares will unlock. Only around 4% of the shares are trading right now. That unlock is FIVE TIMES the current public float. Everyone sees the $SPCX pump. Almost nobody is watching what's coming next. Let me explain this in simple words. Right now: → Only around 4% is trading → Passive funds are forced to buy → Liquidity is extremely low → Scarcity pushes the price higher Then August arrives. A massive new block of shares can enter the market. And who will insiders sell to? Retail chasing the SpaceX dream. Passive funds forced into the stock. People buying after the pump. This is the same setup we see in crypto. Tiny float first. Huge valuation next. Then the unlock starts. Tokens like LAB and RAVE used the same playbook. The team controls almost everything. A tiny supply pumps the chart. Then locked supply opens and early investors get exit liquidity. SpaceX is doing the same thing on a much bigger scale. Keep the float near 4%. Pump the valuation toward $2 TRILLION. Force index funds to buy. Then unlock 20% after Q2 earnings. That is where the real test begins. Most people are watching the current pump. I'm watching August. Because the first major insider exit door is about to open. The last buyer always pays for the dream. I've studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

73,929 views • 2 months ago

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 views • 5 months ago

The moisture question always comes up when I post pics of my indoor pools on my new builds. Step by step below on how I control it. We create a room where moisture can’t escape into other areas of the home while also having a mechanical system in place to pull the moisture out of the air so mildew/mold don’t ever develop in the pool room itself. In the STR space, investors are trying to stand out. Pools rent. Indoor pools rent even better. You can swim in the winter or summer. 1) Pool is always built on lowest floor inside (generally basement structure) 2) Concrete block wall for basement with very little wood frame 3) Densglass (kind of like a moisture resistant drywall) attached to concrete block 4) Special stucco just like you see on exterior of homes sprayed onto Densglass. The stucco is dyed to color of my choice. 5) Industrial grade dehumidifier (I use Santa Fe or Watchdog Brand). The humidity pulled from air is pumped back into the pool system near the mechanical room or outside. 6) Mini split for the pool room. Main floor HVAC covers the sleeping rooms, bathroom of basement and is always separated from pool room. You don’t want chlorinated air running through a main HVAC system. I look at having to replace the minisplit & dehumidifier about every 4 to 5 yrs because of the chlorinated air that goes through them. 7) Exhaust Fan leading to exterior which also pulls humid air out of the room as a supplemental support for the dehumidifier. When overhead lights are turned on, we have it so the exhaust fan kicks on as well. That’s it. We create a “bubble”, where no moisture gets into the other areas of home and the humid air gets pulled from the pool room.

BowTiedBroke

71,927 views • 22 days ago

OK, I have a definitive word on the CJ Abrams play from today's Pittsburgh Pirates at Washington Nationals game after talking with Elias Sports Bureau on this. This play will stay as a sacrifice fly. The originial ruling of NOT a sacrifice fly was for the exact same reason that I thought, which is that the infielder is not running into the outfield, which is year's past would have been correct As it was explained to me, in past years, an infielder had to be running almost in a straight line towards the outfield wall to be considered "running in the outfield". Here, since he is running, and he ends up further away from home (157 feet) than when he started (145 feet), this is going to count as a sacrifice fly. That definition is changing, in part from this play to help bring greater consistency, and to take some of the guesswork out of it (the argument that he is running into the outfield as opposed to more parallel). Now, folks all the time ask "why doesn't MLB publish the OS Manual" and I always say because it is a living document that can have the wording change, and the wording for this play will be modified to something like "more towards the outfield wall than towards home plate" to eliminate any confusion. The big key to this play is that he was running on a full sprint. Also, and this is helpful for me, but for all fly ball outs that score a run, Elias Saba reviews to ensure consistency. So, yes, it's a sacrifice fly, and now that I have that info from Elias themselves, that sort of settles this one. Sounds like the guidelines for this definition will be changing, either this season, or certainly for next season.

MLB Scoring Changes

49,141 views • 1 month ago

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

DogeDesigner

44,396 views • 14 days ago