SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 2030-2035 and the thousands more by 2040-2045. ASML technology will be taken to the next level. They only replace and improve the light source, which is about half of …
SpaceX + xAI + Tesla to WIN AGI Not Robotaxi. AGI supremacy. 2. Why merge at all? Because AI is WAY BIGGER than Robotaxi. Merging creates:$140B+ combined cash for AI spending Frictionless capital allocation (no board votes, no transfer pricing, no negotiations) One P&L, one balance sheet = Elon moves at max speed Peter Thiel …
In an interview of Elon Musk, Elon talks about getting greater than 10X the world economy in 10 years. What does this mean, if it were to happen. It means averaging 27% per year GDP growth but starting with a ramp in the first half. NOTE: in WW2, the USA had 18% gdp growth for …
Insider Jason Calcanis said Anthropic stabbed Cursor in the back. Anthropic allegedly used massive Cursor user data/token consumption to train and improve their own internal coding capabilities (Claude Code or similar). They then restricted or cut off Cursor’s access to their models. This left Cursor in a terrible position. Negative gross margins (reported around -23%) …
The valuation conversion from SpaceX to Echostar is being suppressed with the $5 billion short position and the fears from missing the June 1, 2026 debt payment of $183 million. This missed payment triggered a 30 day grace period. A few days ago, I had said that SpaceX was going to over $200 per share. …
Forbes ranks Elon Musk as the first trillionaire ever. He is over triple the net worth of Larry Page who is second place. It is rare for whoever is richest to triple second place. IF SpaceX runs during the IPO on Friday and after then Elon will race to $1.5 trillion or even $2 trillion …
Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5–10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ …
Elon Musk and SpaceX Have the High Ground. How much will that matter? SpaceX already has almost all of the satellites and launches. He will is making the satellites and the rockets ten to 100 times better in the year or two. Are the bears right when they say that SpaceX will only be a …
In May, 2025, Trump’s Middle East tour (Saudi Arabia, Qatar, UAE) where he brought 40+ executives including tech/finance heavyweights like Nvidia’s Jensen Huang, OpenAI’s Sam Altman, Boeing, Amazon, Blackstone, resulted in major announcements for the big CEOs. May 2025 Middle East Deals were announced on-site or within days. Massive investment pledges into the U.S. — …
XAI gets to about breakeven by renting half of their AI Data center and Anthropic can serve its models and more money and can get to a better IPO. Both get to IPO before OpenAI. Both stronger against OpenAI. OpenAI IPO is hurt. Anthropic is already at pre-IPO valuation of $1.2 trillion. SpaceX XAI will …
My post yesterday on New Glenn, ULA and Space Force transferring payloads to SpaceX got reply from Elon Musk. He agreed Space is hard. Blue Origin New Glenn rocket is grounded during an FAA investigation into the second stage problem they had on the weekend. ULA Vulcan has mishaps with their solid rocket boosters made …