Elon Musk dropped huge news that changes everything. 7GWs of data center that would be 5 times bigger than XAI colossus and would keep growing faster. Accredited Investors can sign up for educational discussion and Q&A with Brian Wang. Tesla and XAI digital optimus will start in about 6 months. Brian WangBrian Wang is a …
William Shatner, Captain Kirk, gave screenshots of the live X Money UI. X Money (also called X Payments or the payments/wallet feature inside the X app) is Elon Musk’s long-planned move to turn X into a super app like WeChat. Handling P2P transfers, wallets, debit cards, bills, shopping, creator payouts, and eventually banking/investing/crypto all in …
The current analysis is that Tesla is still making a much cheaper model Y and model 3. Projected pricing for E41 (cheaper Model Y) and D50 (cheaper Model 3) assumes the reported 20% production-cost reduction vs. current refreshed/base models, with Tesla maintaining the same gross-margin percentage. Is dry-electrode 4680 (higher density) achieve these costs, or …
Pre-war baseline (Feb 2026 estimates from Central Bank, IMF, and tanker data) Iran Government budget is $106 billion annual ($8–9 billion/month total revenue needed). Oil share was 25–40% (or ~1/3 overall) → ~$1.7–2.5 billion/month net oil income (after heavy discounts to China). Non-oil exports are ~$4.5 billion/month (petrochemicals ~25–30%, pistachios/saffron/ag ~small slice, natural gas/metals rest). …
The real secret of SpaceX is an operating system built around Time Over Money. It is the governing law with extreme loop compression (making every development cycle radically faster). In aerospace cost = people × time compressing time by 10× automatically makes things 10–1000× cheaper. Musk’s team ruthlessly deletes bureaucracy, sets impossible deadlines as forcing …
Iran’s regular surface navy is being systematically sunk and the Iran Navy headquarters was crippled, but the mini-subs and small mine-laying vessels—the ones actually capable of rapidly closing the Strait of Hormuz—remain the primary active threat and have not been neutralized in public reporting. ⚠️ 𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐍𝐞𝐰𝐬 ⚠️ 🇮🇷🇺🇸 | U.S HAS SUNK THE IRIS …
IBM losing 13% because Anthropic did some initial COBOL analysis is absurd. It was also an absurd part of the $1 trillion stock losses from the boogeyman story about AI job losses. 1. IBM only makes a tiny fraction from the COBOL business 2. BS the banks etc… will change the cobol running the ATMs …
As a leader, your intuitions are one of your greatest assets. You have a very particular set of intuitions, intuitions you have acquired over a very long career. However in the age of AI, those same intuitions may be leading you slightly off course and you won’t notice until you’ve fallen behind. Not because you’re …
Can Nvidia Earnings Save the stock market? Looks like yes. Earnings was $68 billion for this quarter and they are guiding to $78 billion for next quarter (which means a likely $80-81 billion actual next quarter). This is still without any China revenue kicking in. Trump will visit to China in March 2026. Trade/tech issues …
Jonathan Wellum, CEO of Rocklinc Investment Partners, discussing capital flows into the US under Trump-era policies (tax cuts, deregulation, tariffs, reindustrialization). He emphasizes how investment in manufacturing, resources, AI, and data centers drives GDP growth via a 3X multiplier. $1 invested generates up to $3 in GDP over 1–2 years. With $2–3T in annual investment …
Forbes Senior Editor Alan Ohnsman repeats his mistake that electricity prices have tripled. He compared Tesla electricity price guarantee around wholesale and industrial electricity and then switched to residential electricity prices. He also claimed that Tesla would sell the Semi for $400,000 when the announced prices were $260,000 for the 325 mile range and $290,000 …