SpaceXAI has launched a multi-billion dollar business that will let them make $100 billion in 2027 and trillions by 2030. Huge sustainable profits that will be many multiples of Amazon and Coreweave. XAI renting 300MW to 445 MW of colossus 1 data center. Dedicated AI data centers rent for ~2 to 2.4 X the cost …
The economics of Tesla Semi versus Diesel Trucks. It is $40000 for two overnight chargers or $188000 for two chargers for 30 minute charging. Tesla has just introduced Semi Charging for Businesses. Pricing starts at $40,000 for 2 Basechargers or $188,000 for two Megachargers. Options: Megacharger Cabinet With Megacharger Post: • Max DC output: Up …
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 …
There are three pipelines operating now to take oil around the Hormuz blockage. The East-West Crude Oil Pipeline (Petroline) in Saudi Arabia, and the UAE’s ADCOP pipeline and the Iraq Kirkuk–Ceyhan (Turkey) Pipeline. The Iraq Turkey pipelin is at an initial ~250k bpd but could ramp over the next month or two to 400k-650k bpd. …
Granular Unit Economics per MW Cruseo CEO Lochmiller broke down the inputs/outputs with high precision (April 2025 contract pricing and the talk) Upfront capex is ~$59M per MW of developed capacity. Roughly half (~$30M) is IT (GPUs, CPUs, networking, storage, etc.). The rest covers data center build, power plant/generation, and other infrastructure. Annual revenue (pure …
Commissioned in May 2015, the Edmonton Rail Terminal is one of the largest crude oil loading facilities in North America. It will accommodate up to three unit trains per day comprised of 150 railcars each. The facility is capable of loading 76 individual railcars at one time, achieving an ultimate capacity of approximately 250,000 barrels …
Tesla Semi mass production has officially begun. Long Range • Range: ~500 miles • 4680 cells • Fully electric steering assist (vs hydraulic before) • Uses beefed up Cybertruck actuators • 48 volt architecture • Powertrain: 3 independent motors on rear axles • Drive Power: Up to 800 kW • Curb Weight: 23,000 lbs • …
The UAE had steadily increased production to around 3.6 million bpd. The UAE’s stated crude oil production capacity currently stands at 4.85 million bpd, with an official target to raise that to 5.0 million bpd by 2027 through continued upstream investment led by ADNOC. Only the UAE and Saudi Arabia currently have pipelines around the …
Amazon announced an additional $5 billion investment in Anthropic immediately, plus up to $20 billion more in the future (tied to commercial milestones). This brings its total committed capital to as much as $33 billion. The announcement does not specify how much new equity/percentage this adds or the exact structure, but it will increase Amazon’s …
Alberta separatists claim to have enough signatures to trigger a referendum on whether the province should get independence from Canada. Alberta, home to Canada’s oil sands and decades of the federal government take most oil profits and policies that greatly restrict Alberta oil industry. In May 2025, Alberta Premier Danielle Smith said she would hold …
The U.S. stock market has been one of the greatest engines of wealth creation in human history. From 1926 to 2025, it generated nearly $91 trillion in shareholder wealth. Most stocks are not wealth creators – they are wealth destroyers. Only 48% of stocks deliver positive returns over their lifetime. Just 41% outperformed Treasury bills. …