J-Range @jrange33

.@BernieSanders , it is a time to celebrate. @elonmusk has created enormous value for society by building @SpaceX, driving down the cost of rocket launches and creating a global satellite communication network that has brought high speed, low-cost internet and communication access to hundreds of millions and eventually billions of people along with critical advantages for our military and our nation’s defense. SpaceX and its technologies will cause an acceleration in the growth of wages and wealth creation globally, including in some of the poorest communities in the U.S. and around the world. Access to low-cost, high speed communications everywhere will allow children around the world to be educated, families to build businesses, and life-saving medical knowledge and care to be available everywhere. SpaceX will materially bring down the cost of compute, advancing AI and humanity. Meanwhile, 4,000 SpaceX employees yesterday became millionaires, including hourly wage employees who you claim you are trying to help. The Elon Musks of the world drive growth, global GDP, and provide access to goods and services at lower cost that would otherwise not exist. Elon’s nominal trillionaire status is due to his ownership of SpaceX, Tesla, Neuralink, the Boring Company and his other initiatives that have brought new technologies that improve our everyday lives. Elon is not sitting on a trillion dollar pile of cash, jewelry and gold. He is using his controlling stakes in his companies to advance mankind. Elon’s companies don’t pay dividends. They reinvest all of their capital to accelerate innovation and value creation. Elon is working 24/7 for all of us. He deserves respect and appreciation, not smears. Bernie, your socialism would never allow a SpaceX to be built. Socialism has only proven to impoverish mankind and lead to death and destruction. We need to create the conditions for more SpaceXs to be built, not attack the great entrepreneurs who are helping to advance our country.

Bernie Sanders @BernieSanders

3 weeks ago

13K 4K 17K 6.5M 757

Saving LA - Phase III

Happy @SpaceX IPO day! For the first time, everyday retail investors will be able to directly own a piece of a company whose mission is the most ambitious in human history. Congrats to the whole SpaceX team. Ad Astra! 🚀

@Banana3Stocks Fox shouldn’t have shot that layup

@Banana3Stocks How do you see these playing out with today’s move?

He foretold it…

Elon Musk @elonmusk

10 months ago

Step 1: Buy a sh*tload of GPUs Step 2: ? Step 3: Profit

8K 5K 101K 23.9M 5K

@elonmusk Thank you @elonmusk for taking the leap to start this company and giving us all the opportunity to join the adventure!!!

@smartertrader 🐐

Insane Rippy mode. Coming I mean you Havnt see anything yet.

@TrendSpider NVDA measured move coming to $250

Just filled my tank. In Texas, gas is $3.99 a gallon. Hey Gavin—the problem isn’t Chevron, it’s California’s stupid energy policies….

@GovPressOffice Then suspend the gas tax! Help your residents in California….oh wait you don’t want to help Californians!

Chamath Lays Out the Case for SpaceX at $2 Trillion – Starlink: the most important internet infra project since the internet itself – Rockets: underlying platform that allows everything else to happen – AI: apps top layer, datacenter bottom layer – The Elon Flywheel: operating leverage ➡️ investment ➡️ competitive moat ➡️ capital moat ➡️ technology moat ➡️ execution/learning moat – Potential Tesla merger down the road – Elon’s premium for being “the guy” right now @chamath: “ If I'm asking myself, ‘Chamath, how do I underwrite SpaceX at $2T?’ Here's the basic math that I would do. Last year it did $18-19 billion. It'll probably do $25-30 billion this year. So I'm buying this thing at a fairly costly premium, right? So what am I buying? I'm buying probably the most important internet infrastructure project that's happened since the internet itself. That's going to scale to hundreds of millions of users, and the reason that's going to scale to hundreds of millions of users is it's just very useful, and it's just going to become cheaper and cheaper and cheaper. So that's number one. I'm buying a delivery infrastructure, I think over time, GDP plus 10, GDP plus 15, kind of a grower. So good business, valuable business, but it's the underlying platform that allows everything else to happen. And then I'm buying an AI business, which will be at the top level the apps, but at the bottom layer all the compute capability. So I suspect what happens is next year it's probably $40-45 billion. And then the year after that it probably doubles again, so then I'm buying it at 20x revenue. And you would say, ‘Well, why can you buy a company like this on revenue versus earnings and cash flow?’ And I think the reason is because what the revenue does is it gives him the operating leverage to go and invest in all of these other businesses that ultimately consolidate his differentiation and his competitive moat, because what he creates is a capital moat that then accelerates a technology moat, that then accelerates an execution and a learning moat. And that flywheel, when it starts to spin very quickly, and you would say, ‘Hey, hold on a second. It's probably spinning quickly now.’ I would say we're at the beginning of the beginning. He still has all these disparate assets. I still don't like the fact that Tesla's over here, and as I've told you, that will get merged in. And now you have this incredible corpus of physical capability, movement of all kinds, X, Y, and Z, right? That thing will look very cheap, I think, in a few years. And he has this one thing that nobody else, if you look at the big CEOs, who steps on stage where you're always curious, ‘Okay, what has he got up his sleeve?’ You know, the Steve Jobs, ‘Oh, and one more thing.’ He's the guy. Whether you like him or you hate him, he's the guy, and there's a premium that is well-deserved that comes with that.”

@_HalalTrader_ @lakeshow41

Everyone is trying to claim me for their tribe. There’s no R next to my name, there’s no D next to my name. I’m not part of a political party, because I hate politicians. I’m just Spencer, husband to Heidi, father to Ryker and Gunner, and I’m a pissed off Angeleno who loves my city and is fed up with what corrupt politicians have done to her.

Congratulations @SpaceX team on an epic first Starship V3 launch & landing! You scored a goal for humanity.

Liftoff of Starship!

If SpaceX is valued at $1.5T on $20b revenue run rate, which increases to $32b with the Anthropic data center leases, then its valued at 46x revenues Cursors is doing $3b in revenue and with its $60b acquisition of 20x revenues, so its nicely accretive Elon compounds his wealth at 41% per year So to grow revenue from $35b by 410% by next year (~$14b new revenue), he just needs one more Anthropic sized deal to clear that hurdle SpaceX has $15b in cash on hand right now and the IPO would raise up to $65b With an $80b war chest, growing revenue $14b is a breeze. You could do one more Anthropic sized deal, maybe even with Anthropic. I suspect most of that $80b is going to continue to go to data center capacity. If he unlocks structural cost advantage with space data centers, all bets are off (in a good way).