@aarontburnett Avatar @aarontburnett Aaron Burnett

Aaron Burnett posts on X about spacex, elon musk, ai, ipo the most. They currently have [------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

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Social Influence

Social category influence finance celebrities technology brands stocks automotive brands countries cryptocurrencies currencies social networks travel destinations

Social topic influence spacex #29, elon musk #2660, ai, ipo #375, starlink, tesla #551, constellation #13, in the, xai #395, money

Top accounts mentioned or mentioned by @dad2grok @elonmusk @grok @spacex @vladsaigau @spacecasetayl0r @starlink @xdnibor @robotbeat @sawyermerritt @wintonark @adamlowisz @teslalarry @tesla @alexfrombabylon @trengriffin @arkinvest @cathiedwood @drphiltill @shaunmmaguire

Top assets mentioned StarLink (STARL) Tesla, Inc. (TSLA) GrokCoin (GROKCOIN) StarShip (STARSHIP) SATS (Ordinals) (SATS) Alphabet Inc Class A (GOOGL) AST SpaceMobile, Inc. Class A Common Stock (ASTS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Our first acquisition And let me tell you this is the quintessential entrepreneur story 💪 - all about @EX0space Jeremy and the team. Congrats guys"
X Link 2023-08-23T15:13Z [---] followers, [---] engagements

"@JoshuaSteinman Tbh this feels like the most power law version of the power law"
X Link 2023-09-01T01:30Z [---] followers, [---] engagements

"Cant decide if Im excited or terrified to assemble this bad boy. Meat power law here we come"
X Link 2023-09-02T17:08Z [---] followers, [--] engagements

"@spacecasetayl0r @lacostejonathan This isnt technically a SPAC but curious on SIDU. That could be an easy target for acquisition give the market cap is so low"
X Link 2023-10-12T21:01Z [---] followers, [--] engagements

"For more than [--] months weve been iterating on our SpaceX Investment Memo and been sharing it privately with institutional and private investors. Today after months of work tweaks edits updates and re-designs were INCREDIBLY EXCITED to finally release our epic institutional quality deep dive to the public. SpaceX: The Independent Investment Guide is designed to be a fairly exhaustive look into SpaceXs technology products services and finances based on deep research and publicly available information. This is primarily a factual snapshot of the business as it stands today. We dont go into"
X Link 2023-11-01T14:18Z [---] followers, 19K engagements

"emotional whiplash"
X Link 2023-11-18T15:26Z [---] followers, [---] engagements

"if Starship had blown up on the pad during OFT-1 spacex wouldn't have been able to do OFT-2 this year maybe not even in [----]. Thankfully I expect [----] is going to be insane"
X Link 2023-11-19T15:40Z [---] followers, [---] engagements

"Were talking SpaceX from investors perspective tomorrow evening. - what does Starship OFT-2 mean for investors - who in their right mind is paying $150B+ for company that fails so much 🙋♂ - business stuff about Starlink Starshield and more"
X Link 2023-11-19T18:14Z [---] followers, [---] engagements

"This might be a good way to win the first P2P human travel destinations. FL to UK"
X Link 2023-11-19T19:42Z [---] followers, [---] engagements

"John captured starship in a way that makes it feel like an organic creature violently coming to life"
X Link 2023-11-19T19:51Z [---] followers, [---] engagements

"You should come tonight. Were talking SpaceX from an investor's perspective. - what does Starship OFT-2 mean for investors - who in their right mind is paying $150B+ for company that fails so much 🙋♂ - business stuff about Starlink Starshield and more"
X Link 2023-11-20T14:25Z [---] followers, [---] engagements

"Where is the booster variant"
X Link 2023-11-21T19:29Z [---] followers, [---] engagements

"there is Starship inspired drinking game in here somewhere. Stage 1: [--] Coronas w/limes Stage 2: 'hot staging' (still thinking) Stage 3: [--] Margs + [--] Coronas w/limes"
X Link 2023-11-21T22:19Z [---] followers, [---] engagements

"@trengriffin Addressable market not the same as top line revenue forecast. But I think the number youre digging for is 8M which Starlink constellation in its current configuration wont support over on geographic region the size of the Us"
X Link 2023-11-28T02:12Z [---] followers, [---] engagements

"Elon launching Starship Cybertruck and NYT interview in less than [--] weeks"
X Link 2023-12-05T03:11Z [---] followers, [---] engagements

"@CSI_Starbase @elonmusk @grok + Optimus is going to be a killer mashup"
X Link 2023-12-13T02:15Z [---] followers, [---] engagements

"@vc investors would actually want to help with customer discovery"
X Link 2024-01-04T00:51Z [---] followers, [--] engagements

"TL;DR - I need to be buying a MUCH more expensive coffee machine with all this ammo. URGENT: Im trying to justify the expense of an expensive coffee machine to my wife. Is it best to use a cost/cup or cost/day or cost/ounce metric to make my case URGENT: Im trying to justify the expense of an expensive coffee machine to my wife. Is it best to use a cost/cup or cost/day or cost/ounce metric to make my case"
X Link 2024-01-06T02:07Z [---] followers, [---] engagements

"In case you needed help with the math @spacex saved $1.8B (300 reflown fairings x $6M) with fairing recovery alone"
X Link 2024-01-13T02:28Z [---] followers, [---] engagements

"Today Im excited to share Mach33s first official independent investment guide on Stoke Space. @stoke_space is redefining space transport with its vision for 100% reusable rockets starting from the second stage and working up to the entire vehicle. The launch company led by Blue Origin vets has a compelling vision to enable and exploit a thriving downmass market opportunity. Dont get me wrong this is a contrarian bet for many investors given the cautious macro climate and capex-intensive nature of the space launch category. Not to mention the 800-lb stainless steel gorilla in the room. But"
X Link 2024-02-15T16:02Z [---] followers, 10.6K engagements

"@ukspacebulletin @stoke_space Yes this diagram is future focused based more on when stoke will be flying. We did a more current focused analysis in our Relativity Report. One of the biggest outstanding questions is what does SpaceX do with Falcon9 once starship is production level"
X Link 2024-02-16T19:15Z [---] followers, [--] engagements

"@Robotbeat The vast majority of my time and material wealth is heavily levered on starship being a thing. Honestly did not think that was a contrarian stance"
X Link 2024-02-21T13:27Z [---] followers, [---] engagements

"@breadfrom I will be disappointed if moon museum opens any later than 2050"
X Link 2024-03-01T00:27Z [---] followers, [--] engagements

"You wont need to worry unless there was money exchanged. Its actually more likely you get a cease and desist from SpaceX legal for using logo/name stuff because some random investor took it seriously and elevated it to their legal team and they are essentially legally obligated to follow up on it. Also not a big deal or anything to lose sleep over"
X Link 2024-04-02T00:03Z [---] followers, [---] engagements

"Raising 6B is one level of flex. Raising 6B a couples weeks after tax day liquidity crunch is another. might not ever be replicated. xAI Elon Musks OpenAI rival is closing on $6B in funding and X his social network is already one of its shareholders https://t.co/PvLf5mcjKE xAI Elon Musks OpenAI rival is closing on $6B in funding and X his social network is already one of its shareholders https://t.co/PvLf5mcjKE"
X Link 2024-04-28T16:24Z [---] followers, [---] engagements

"@solbier1 @mplappert @dpkingma where does Grok stack up what does this mean for xAI"
X Link 2024-05-02T16:45Z [---] followers, [---] engagements

"@spacecasetayl0r Just fuel for the fire :) but in all seriousness I had to mute him so he didnt show up on my fy feed"
X Link 2024-05-07T11:34Z [---] followers, [--] engagements

"writing a [--] figure check to an LP with this IRR feels good. 💪"
X Link 2024-05-16T13:05Z [---] followers, [---] engagements

"@skorusARK I wonder how much impact the Indonesia market opening has on this"
X Link 2024-05-21T13:28Z [---] followers, [--] engagements

"@spacecasetayl0r @Eagles @Starlink Starlink is cash flow positive. Id have to assume they could be profitable as soon as they want to be. I agree with the premise that by comparison the eagles deal makes starlink/Spacex look like a steal"
X Link 2024-06-07T18:15Z [---] followers, [---] engagements

"@gunsnrosesgirl3 My liquidity after xAI Tesla vote and SpaceX secondary"
X Link 2024-06-10T21:35Z [---] followers, [----] engagements

"@greg16676935420 Can you imagine what Nvidia would be worth if they were powered by lightning cables"
X Link 2024-06-11T00:44Z [---] followers, [---] engagements

"@CSI_Starbase @peterrhague @elonmusk We just finished modeling starlink revenues over the next few years There will be plenty to cover the capital expenditures"
X Link 2024-06-13T18:37Z [---] followers, [---] engagements

"@trengriffin As were modeling revenues. Were realizing that starlink (and D2C even more so) is likely to eat more and more launch capacity. Leaves room for launch competition"
X Link 2024-06-14T16:27Z [---] followers, [---] engagements

"@littmath GPT6 - yeah I dropped out of Harvard"
X Link 2024-06-26T17:33Z [---] followers, [----] engagements

"@JackKuhr The answer is a minimum of 75%. Valuation is based on future cash flows 90%+ is coming from starlink in most investor models"
X Link 2024-06-26T20:13Z [---] followers, [---] engagements

"@earthcurated Sorry to break it to you earth. Starlink exists"
X Link 2024-06-27T16:04Z [---] followers, [---] engagements

"@Space_Horton @SpaceInvestor_ @SpaceX Modeling we are doing now with Starship progress and starlink forward looking leaves lots of upside growth even at 210b. The deeper we dive the more we want"
X Link 2024-06-28T11:38Z [---] followers, [--] engagements

"@JackKuhr Dont get me wrong we value the infrastructure that makes it possible more than most. Im trying to to go to Mars. but institutions paying that price today will mostly look at cash flows from starlink to value what they are paying in my experience"
X Link 2024-06-28T12:38Z [---] followers, [--] engagements

"@AkshayNarisetti Can someone make one of these in the shape of a starship please"
X Link 2024-06-28T16:29Z [---] followers, [----] engagements

"Plus He pretty clearly said hed be going to [----] starships/yr which makes me think hes either expecting less reusability 20x-50x (which of course will be the case in the first [--] years of production) starship or he simply wants up to 15MT/yr to accomplish Mars Moon and Starlink. Probably some combination of both during scale up"
X Link 2024-06-29T23:09Z [---] followers, [---] engagements

"@Space_Horton @SpaceInvestor_ @SpaceX Will need to sharpen the pencil a bit more prior to sharing that number publicly. Its big though :)"
X Link 2024-06-29T23:11Z [---] followers, [--] engagements

"@SpaceInvestor_ @Space_Horton @SpaceX Were working on some analysis to answer this question more specifically. But were currently guessing the timing is mainly a cash flow concern. At high level this seems reasonable in 2-5 years given starlink growth rates and the cap ex requirements moving forward"
X Link 2024-06-29T23:16Z [---] followers, [--] engagements

"@ajtourville @SawyerMerritt That would be a sweetheart deal. The expected valuation jump on xAI is 50B at a minimum. Id think its worth the dilution to get the financial connection between xAi (Grok) and Tesla (Optimus)"
X Link 2024-07-24T13:00Z [---] followers, [--] engagements

"@munster_gene Smaller investments in successive rounds seems more likely and would derisk the move. Allows both sides to understand the interplay between grok & optimus/cars/etc much better"
X Link 2024-07-24T16:19Z [---] followers, [---] engagements

"@WatcherGuru Highest ROI use of Trump Campaign dollars to date"
X Link 2024-07-27T15:21Z [---] followers, [--] engagements

"@iconichamster @MaxNighswander Im guessing that comes in the next cycle or two. We need some orbital infrastructure and improvements in robotics (manufacturing) to reduce the cost. To be fair I havent dove deep into to challenging those assumptions yet"
X Link 2024-07-27T15:45Z [---] followers, [--] engagements

"Jim not the data How could you Jim Remember this is more of a crisis in confidence NOT in data Remember this is more of a crisis in confidence NOT in data"
X Link 2024-08-05T15:16Z [---] followers, [--] engagements

"@elonmusk grok is a bit too pessimistic"
X Link 2024-08-14T16:10Z [---] followers, [--] engagements

"@BasedBeffJezos @grok needs a bit more e/acc in its veins"
X Link 2024-08-14T16:21Z [---] followers, [--] engagements

"@skorusARK I think @grok is trolling me"
X Link 2024-08-14T16:29Z [---] followers, [--] engagements

"@skorusARK @grok Really captured the wonder in your eyes"
X Link 2024-08-14T16:38Z [---] followers, [--] engagements

"@elonmusk As evidenced by markets crashing because everyones playing with grok image generation"
X Link 2024-08-14T16:42Z [---] followers, [---] engagements

"@fikocian Exo-Space was acquired by Sidus"
X Link 2024-08-30T21:17Z [---] followers, [---] engagements

"@fikocian Incredibly team that builds and executes. Id keep my eye on their feather edge under the Sidus brand. I dont really have a financial dog in the fight right now though. Curious to watch this play out a bit"
X Link 2024-08-30T21:22Z [---] followers, [--] engagements

"@Orbital_Perigee this won't age well"
X Link 2024-09-18T16:18Z [---] followers, [---] engagements

"@Orbital_Perigee all depends on how much it costs and what percentage of revenue/profit goes toward Mars "R&D" - Google spent $30B+ on R&D (10%+ of revenue). A lot of that less justifiable than Mars expense"
X Link 2024-09-18T16:30Z [---] followers, [---] engagements

"@Orbital_Perigee It wont be all on SpaceX. They just need prove out transport infrastructure by themselves before others jump on board. 10% will be more than enough to prove that out. That assumes most of the R&D wont be associated to Starlink and/or HLS"
X Link 2024-09-18T17:53Z [---] followers, [---] engagements

"@Orbital_Perigee Isaacman is just one billionaire who for sure would"
X Link 2024-09-18T17:54Z [---] followers, [---] engagements

"Thats 100% perception and subjective. If they can make an argument that says its potentially revenue generating then investors will accept and champion it. Again a scale concern. If its $1B out $100B revenue then it wont be questioned. Starlink may even save that much just in launch costs by staying integrated with SpaceX"
X Link 2024-09-18T18:35Z [---] followers, [--] engagements

"The lack of understanding and/or anti-capitalist sentiment in these comments borders is incredible SpaceX would absolutely be valued a trillion on public markets the only viable argument is if that trillion value makes more sense next year after theyve hit 10M paying customers spacex would be a trillion dollar company right now if it were public spacex would be a trillion dollar company right now if it were public"
X Link 2024-10-14T16:51Z [---] followers, [--] engagements

"@shacrw_ @isaiah_p_taylor @pronounced_kyle @lrocket This is one of the biggest threats to SpaceX Value creation imo eventually people will see the unfair advantage in their vertical infrastructure integration. Im hoping the have meaningful progress on moonbase alpha and mars by then"
X Link 2024-10-14T21:20Z [---] followers, [--] engagements

"@isaiah_p_taylor Starlink cash flow will make the F9 cash flow look like childs play. Imagine the innovation on top of 10s of Billions in high margin (higher than launch) cash flow"
X Link 2024-10-14T21:23Z [---] followers, [---] engagements

"Agreed repeating vertical integration while sidestepping launch is a bit cringe. Plus theyll need billions to build out an LEO constellation to serve their customers. I think people are over valuing operator traction which is really a low-risk hedge against Starlinks D2C play"
X Link 2024-10-16T23:42Z [---] followers, [---] engagements

"@mpalank101 @payloadspace Do you think these readers are representative of investors deploying capital IMO- the next wave of EO companies appear far more customer and economic viability centric than capability/tech centric"
X Link 2024-10-17T01:28Z [---] followers, [--] engagements

"We forecast Starlink to generate $10s of Billions in revenue on D2C by [----] with sub 5% market penetration across the board. Plenty of room for competition. ASTS core advantage is big antennas with less interference for competitors. Thats misplaced confidence in IP and regulators giving them an unfair advantage. But it doesnt really matter tbh. The market is very large and likely to redefine how we think about telecom markets across the board. My biggest concern would be getting enough capex to build out a meaningful constellation. Management repeats their vertical integration advantage which"
X Link 2024-10-20T16:31Z [----] followers, [----] engagements

"@MWM76 @SpaceInvestor_D LOL - you did see them do FaceTime right"
X Link 2024-10-20T16:56Z [---] followers, [---] engagements

"🤣 my master plan has been exposed seriously though even if ASTS has a [--] year advantage on tech (which Id question) SpaceX has a [--] year advantage on reusable rocket. Regardless that market could support multiple 100B annual revenue streams. Its harder to convince investors that the market is even possible than that one of these tech stacks is better than the other"
X Link 2024-10-20T17:26Z [----] followers, [---] engagements

"@vikramskr @SpaceX What happens when SpaceX moves large workloads into E band or other higher frequencies"
X Link 2024-10-22T01:02Z [---] followers, [---] engagements

"Followed thanks. Full disclosure we follow the different bands and uses. What Im looking for is what the what a robust multi spectrum strategy across Terminal and Direct to Cell would look like. Starlink is clearly pursuing those bands for a reason. Trying to formulate hypothesis on how that market evolves. We look at 5-10 time horizons lots of guess work and future projections"
X Link 2024-10-22T23:30Z [----] followers, [---] engagements

"@louchachaa @Joeycules Single issue voting in daylight savings is a vibe"
X Link 2024-10-23T00:44Z [----] followers, [---] engagements

"@Robotbeat Not paying close enough attention to HLS is there any progress that makes you think this specifically"
X Link 2024-10-23T02:17Z [---] followers, [---] engagements

"@lunar_lander @Robotbeat I was definitely aware of that. I guess I was thinking of the HLS starship variant. Its pretty different from pez dispenser starship. I would think between HLS starship variant and refueling those would be the real long poles in the proverbial tent"
X Link 2024-10-23T03:01Z [---] followers, [--] engagements

"@CSI_Starbase When will they try to deploy V3 test sats"
X Link 2024-10-25T02:20Z [----] followers, [----] engagements

"@kingtutcap Id like to see this cage match on X Spaces"
X Link 2024-10-25T17:22Z [----] followers, [---] engagements

"Weve been a projecting starshield to grow at a much lower rate. This announcement would suggest well need to increase our Starshield revenue at least 3x. And if it grows beyond the $13B in the future starshield by itself could be a larger business than SpaceX launch business. @SaigauVlad time to update BFM"
X Link 2024-10-29T20:56Z [----] followers, [---] engagements

"Preparing for another $ASTS and partner attack"
X Link 2024-10-31T15:43Z [----] followers, [----] engagements

"my investment thesis - Starships loaded with Optimi and Cybertrucks with Grok brains The future should look like the future The future should look like the future"
X Link 2024-10-31T16:18Z [----] followers, [---] engagements

"I don't get many "I told you so" moments so i'll take what I can get. A year ago a sat on stage at South FL Space Day and said we were all underestimating Starshield. Even I under projected starshield revenue by several multiples if you use @thesheetztweetz 's back of the napkin math"
X Link 2024-11-01T16:12Z [---] followers, [---] engagements

"@SawyerMerritt @Starlink No one will be able to match starlink deployment cadence once Starships starts launching payloads. Its possible starship wont support customer payloads for 2-3 years from now just Starlink"
X Link 2024-11-01T19:09Z [---] followers, [---] engagements

"@trengriffin How soon until launch availability becomes a meaningful bottleneck to performance Seems like Blue Origin Relativity and Neutron cant come fast enough for these folks"
X Link 2024-11-01T19:16Z [---] followers, [---] engagements

"@trengriffin Why do you believe Falcon [--] has spare capacity Theyve been trending towards 70-75% of launches being starlink only"
X Link 2024-11-01T19:28Z [---] followers, [---] engagements

"@trengriffin They make a lot more money on starlink than launch. But I guess they can always do another launch"
X Link 2024-11-01T19:39Z [---] followers, [---] engagements

"@trengriffin we (and others) estimated $6.5B+ in starlink rev from 6.5k sats with [--] year life span. [--] sats per launch. equates to $100M in lifetime value per starlink launch. Not to mention the sats a trending higher in revenue per sat and there are competitive considerations"
X Link 2024-11-01T20:51Z [---] followers, [---] engagements

"applying all of Starbase to Starlink CoGS is disingenuous even so starlink is a decent margin business with margins that are getting better. beyond that my question isn't about a single launch its about ongoing support for 40-80 sat constellation over a few years. I would be surprised if there isn't some delay or lost launch slots over that period. Also the F9 program continuation would play a big role. Do you expect them to keep launching F9 indefinitely"
X Link 2024-11-01T21:15Z [---] followers, [--] engagements

"@ChenrySpace what's your take on the commercial supply for F9 launches as starship starts to take the starlink launches off its hands Does F9 increase commercial supply maybe reducing cost does F9 program get deprioritized keeping the supply limited especially for ride share"
X Link 2024-11-02T15:51Z [---] followers, [--] engagements

"staying alive in the Space Industry is massive advantage. Biggest loser for a Relativity delay/failure is the commercial launch buyer they are the only medium lift who isn't publicly planning/teasing a constellation which would directly compete for launch supply. Relativity has a competent finance team making sure they won't die. RKLB deserves credit for staying alive and has substantial upside if their vertically integrated constellation can reach a large market"
X Link 2024-11-02T16:04Z [---] followers, [--] engagements

"you have a lot right here (and i may be obtuse on this) but Relativity bankruptcy seems unlikely. they have a competent finance team with reasonable burn down plans and lots of committed capital that won't be interested in a large write off. Its the only viable F9 competitor from a payload size perspective obviously hasn't launched yet but neither has any other in that category. In fact I think Relativity's single biggest existential threat is SpaceX making the decision to keep the F9 program long term to keep pressure on the market. If they don't begin to wind it down in the next [--] years in"
X Link 2024-11-02T16:26Z [---] followers, [---] engagements

"we forecast a peak in annual F9 launches in [----] with Starship eating into starlink launches from [----] on. I wonder if customer adoption would be an afterthought here. Would be interesting to analyze the costs of running two programs against growth in commercial launch demand"
X Link 2024-11-02T17:13Z [---] followers, [--] engagements

"@CollinMickels Transporter missions are essentially charity to the industry. They make money but nowhere near the value they get from dedicated missions and starlink launches"
X Link 2024-11-02T17:32Z [---] followers, [----] engagements

"@Rocket_Lab_Pleb Does Neutron actually move the market Ive seen demand for SpaceX stay consistent and only pump after 1M Starlink customers was announced. If that holds true constellation news would be the more important news to be watching from a pump perspective"
X Link 2024-11-04T13:34Z [---] followers, [--] engagements

"@johnkrausphotos This is the bull case for Space Coast real estate market"
X Link 2024-11-04T19:07Z [---] followers, [----] engagements

"@AleResnik to be fair we are heavily subsidized by tourists. so we pay for the surplus and no income tax with loud/annoying flights out of all of our airports"
X Link 2024-11-06T01:55Z [---] followers, 47.4K engagements

"@DrCoinMD @AleResnik more tax surplus from their purchases but offset immediately by car insurance lol"
X Link 2024-11-06T02:41Z [---] followers, [----] engagements

"@BellikOzan Faster Starlink growth + friendly SEC increases the odds of SpaceX IPO"
X Link 2024-11-06T20:50Z [---] followers, [---] engagements

"i've gone back and forth on starlink vs spacex IPO. My current belief based on our modeling of the next few years is that a full company spin out makes the most sense. Starlink IPO solves some problems around liquidity. But I think creates more problems for SpaceX employee TC stuff down the line. EG - why would they remove a large portion of the demand for shares by spinning out the cash cow to the public markets when they still need options for incentives at SpaceX. Keeping together solves all the liqudity and employee TC stuff while maintaining the launch cadence and cost advantages that"
X Link 2024-11-06T23:01Z [---] followers, [--] engagements

"This point I think is overused. Elon is a man of the people and regularly mentions his desire to give retail exposure to SpaceX. He doesnt want to subject himself to extra SEC scrutiny if they want to overreach. But if there is new SEC chair or better modernized and limited SEC mandates. Then there wouldnt be much reason not to go public. He owns 40% of the company so its not like he wouldnt maintain control. Not to mention being private doesnt exempt him from SEC or other regulatory scrutiny. Its just more scrutiny. Going public after the company has a strong steady and consistent cash flow"
X Link 2024-11-07T00:01Z [---] followers, [--] engagements

"@MarioNawfal if SpaceX does global consumer and cargo deliver on top of global telecoms they are going to speed run to $10T valuation"
X Link 2024-11-07T00:28Z [---] followers, [---] engagements

"@peterrhague The ideal SpaceX IPO window right after a successful uncrewed landing on Mars"
X Link 2024-11-07T01:06Z [---] followers, [---] engagements

"They clearly dont need the cash. This is more about the financial flexibility and liquidity especially around employee TC. This is actually a significant benefit. They wont lose control. Elon owns 40% this isnt a Tesla situation. As soon as they have large predictable cash flows and more reasonable SEC (which is coming) the negatives to being public subside dramatically"
X Link 2024-11-07T13:21Z [---] followers, [--] engagements

"@WxNB_ @aravindEO @NASA I thought this was a screenshot from Civilization at first"
X Link 2024-11-07T21:08Z [---] followers, [----] engagements

"@SpaceInvestor_D Space will make Trillionaires and eventually post scarcity. We need more public space cos of high quality. They are coming over the next [--] years"
X Link 2024-11-08T15:48Z [---] followers, [---] engagements

"We currently project $1T valuation for SpaceX [----] with no consideration for successful Mars landing. By mid 2030s with Mars it could be the first $10T company if there is Starlink + Mars + P2P transport. Probably needs to be broken up at that point for monopoly concerns to be honest I need our team to do more work on RKLB tbh. Thats coming"
X Link 2024-11-08T16:27Z [---] followers, [---] engagements

"@Tim_X94 @SpaceInvestor_D Bonus: Optimus + Grok/xAI will dramatically accelerate human expansion into space and post scarcity. off planet resources will be unlocked with robotics and AI"
X Link 2024-11-08T16:30Z [---] followers, [---] engagements

"@daveginvesting @Tim_X94 @SpaceInvestor_D There are some accredited investor ways. Though private market is far more complicated and shady than public. Retail exposure is possible with Ark and Barron funds. I believe Elon when he says he will make SpaceX or Starlink public. Its just a matter of when"
X Link 2024-11-08T16:53Z [---] followers, [--] engagements

"@cyberface3000 @SpaceInvestor_D @daveginvesting @Tim_X94 The headline in [--] years will read Elon Musk raises $10B for xNuclear to build reactors on Mars"
X Link 2024-11-08T17:35Z [---] followers, [--] engagements

"How much would SpaceX be up this week if it was public"
X Link 2024-11-08T17:37Z [---] followers, [---] engagements

"I expect this would naturally increase the total number of contracts and also increase the failure rate which might take some getting used to within NASA and SF"
X Link 2024-11-09T02:01Z [---] followers, [--] engagements

"Once that rule is in place and they are comfortable with failure. Then start increasing their budgets"
X Link 2024-11-09T02:02Z [---] followers, [---] engagements

"Second order - stop competing with commercial alternatives (SLS). Dedicate that budget to actual pushing us further"
X Link 2024-11-09T02:04Z [---] followers, [---] engagements

"Big question. Vertically integrated infrastructure with high margin constellation on top is attractive. Seems like Private GPS might be one angle that isnt completely spoken for.But why not compete with Starlink Kuiper etc tbh If they can be early enough in the telecoms space infrastructure then there is plenty of market. Maybe its strictly a Starshield competitor"
X Link 2024-11-13T15:56Z [---] followers, [--] engagements

"@Tim_X94 @CNBC We estimated [---] years for Falcon [--] phase out in our SpaceX model so only slightly longer. seems its going to be cut throat for medium launch until early 30s and where most of the non-starlink launch supply is going to be"
X Link 2024-11-15T21:10Z [---] followers, [--] engagements

"@Truthful_ast Less than [--] years. Theyll hit 1T in either [----] if they stay private or the second they go IPO"
X Link 2024-11-15T22:20Z [---] followers, [---] engagements

"@francisco_space My contrarian take is that Relativity is the one everyone likes to pick on but probably one of the least likely to die in this wave"
X Link 2024-11-16T01:36Z [---] followers, [--] engagements

"This just shows how out of touch you are with the process. At best this take is [--] years out of date. Theyve been doing secondary sales for several years. The buy list for these sales is the most competitive and difficult list to get on. The sheer scale of the secondary market for SpaceX shares is historic. These secondary sales are very helpful for employee liquidity but demand is only increasing and rumors are that SpaceX is increasingly buying their own shares back at market rate further limiting supply. They would not be doing this if they had cash flow concerns. Jobs at SpaceX are highly"
X Link 2024-11-16T17:17Z [---] followers, [----] engagements

"@mmealling @LionnetPierre When the argument lacks reason just attack the profile picture. lol To be fair @LionnetPierre I started it no reason for me to call you out of touch. I could have disagreed in more civil way. I stand bye the sentiment of the secondary market liquidity and cash flows though"
X Link 2024-11-16T18:00Z [---] followers, [---] engagements

"@elonmusk How many starship variants will there be Starlink Moon Mars Cargo and P2P"
X Link 2024-11-20T20:03Z [---] followers, [---] engagements

"@AnonymousHubris @thegrahamcooke Depends on objective if IRR and liquidity is important stay public if MOIC go private. If you have the time to review dozens or hundreds of companies look for frontier/deep tech angel groups"
X Link 2024-11-30T02:31Z [---] followers, [---] engagements

"@jtesla47 @WholeMarsBlog Bought my first Tesla [--] days ago 450/500 miles so far are FSD. Id use it more but its to fun to drive sometimes and I want to take over"
X Link 2024-11-30T02:33Z [---] followers, 10.4K engagements

"$SIDU is an under the radar space stock just missing the hype of some of the others. Definitely questions around cash but not any more than private space cos. They have one of the best space AI/ML teams on the planet. Sitting at sub $15M market cap if youre looking for high risk high reward space opp Id consider it. Yes I have small personal position"
X Link 2024-11-30T16:49Z [---] followers, [---] engagements

"While I agree with the sentiment there will be massive infrastructure buildout and value capture coming in the next 10-20 years the trick imo will be understanding what markets will grow soon enough (5-10 years) to drive the returns investors need. A high percentage of the capital in early stage space right now is yolo money and yolo-follow-on money. There will be a lot of investors turned off by those inevitable failures. Space is incredibly challenging with engineering physics and market development. Do yourself a favor and find people who focus on those challenges and don't just follow the"
X Link 2024-11-30T17:11Z [---] followers, [----] engagements

"Recent government developments have made me more bullish on Lunar market timelines but its still hard to see commercial market inside [--] years. There is an inflection of timeline compression coming. AI + Robotics is going to play a very big role here my hunch is that it doesnt really start speed up until 2030s. Eg - how are we already mining asteroids Building manufacturing on the moon Etc"
X Link 2024-11-30T17:31Z [---] followers, [---] engagements

"@thegrahamcooke Arguably one of Musks smartest moves realizing how important starlink would be when he did. Seems obvious in hindsight"
X Link 2024-11-30T23:13Z [---] followers, [--] engagements

"How will @Tesla_Optimus handle the missing sock problem while folding laundry If it doesnt curse then it isnt ready for the big time Im afraid"
X Link 2024-12-01T16:54Z [---] followers, [---] engagements

"@Space_Horton @PeterDiamandis AI + Robotics is an important catalyst to space expansion"
X Link 2024-12-02T16:45Z [---] followers, [--] engagements

"@TaylorCSargent Looking forward to the launch price wars. Its basically going to be a rerun of trains/steamboat price wars"
X Link 2024-12-02T16:48Z [---] followers, [---] engagements

"All these Bloomberg articles are based on leaked rumors. Generally they tend to be close to correct but this is a big jump even considering recent tailwinds and traction. This feels more aggressive than the finance team has historically been. Again I believe this value is much closer to what true market value is but a 40% increase on top of 20% jump a month or so back seems unlikely"
X Link 2024-12-03T01:00Z [---] followers, [--] engagements

"@spacecasetayl0r How far does this go SPCE"
X Link 2024-12-03T03:01Z [---] followers, [---] engagements

"@wintonARK Status: bought the Model Y instead of Cybertruck so I could invest the difference into Tesla stock after using FSD so much"
X Link 2024-12-03T17:42Z [---] followers, [---] engagements

"@SERobinsonJr Hopefully hes willing and able to stay on for [--] years surviving the next admin. NASA missions often need that long to come to fruition"
X Link 2024-12-04T16:43Z [---] followers, [--] engagements

"NPR is framing @rookisaacman comments around more Vandenberg @SpaceX launches as biased while conveniently leaving out the fact the lawmakers admittedly to politicizing their decision. Classic"
X Link 2024-12-04T20:58Z [---] followers, [---] engagements

"@PeterLakewood @xdNiBoR @elonmusk very wrong on both. Chinese have been trying for years and still haven't been able to replicate. They and others will eventually get it but a decade advantage is pretty significant"
X Link 2024-12-06T16:02Z [---] followers, [--] engagements

"@ShipGeneration @elonmusk @xai Your saying its only my feed thats inundated with starship and Optimus :)"
X Link 2024-12-09T20:47Z [---] followers, [--] engagements

"@StarbaseBrewing Special addition blue and yellow can Collectors edition banana glass"
X Link 2024-12-19T02:12Z [---] followers, [---] engagements

"@SawyerMerritt Worth every penny Get up to $2000 off the purchase of a Tesla with my referral link. https://ts.la/aaron72036 https://ts.la/aaron72036"
X Link 2024-12-21T01:47Z [---] followers, [--] engagements

"@BasedBeffJezos @elonmusk Id like to see tele-operated Optimus on Moon prior to that to provide training for fully autonomous Optimus on Mars"
X Link 2024-12-22T14:51Z [---] followers, [--] engagements

"@matiroy I think Id trust Grok/xAI with my data more than alternatives. Dont like always on audio collecting used for companies that sell ads for revenue"
X Link 2024-12-24T18:58Z [---] followers, [---] engagements

"@elonmusk Mars biggest export will be Freedom just like America in past centuries"
X Link 2024-12-27T01:59Z [---] followers, [--] engagements

"@ADHDForReal ADHD is burning a few mental cycles trying to guess what executive function means and instead of just taking the few keystrokes to @grok it"
X Link 2024-12-27T16:37Z [---] followers, [--] engagements

"@ADHDForReal @grok In case you wondered what Grok would have said Executive function refers to a set of cognitive processes that are necessary for the cognitive control of behavior which are essential for managing everyday life tasks effectively"
X Link 2024-12-27T16:39Z [---] followers, [--] engagements

"I imagine it as a multiplier to our expansion multiple. 10-100 Humanoids for [--] person seems like the only way well be able to get Mars built out fast enough for my expectations. Mars colony one could be built faster than Starbase City in theory assuming there is enough mass getting to Mars. Imagine the [---] of the most Hardcore SpaceX employees putting in [---] hour weeks with [--] humanoids under each of them"
X Link 2024-12-29T04:03Z [---] followers, [--] engagements

"Im just impatient. I wanted it to be 100s of millions and getting similar % viewership of the Moon Landing when the entire country was actively engaged and entire generations built their future career aspirations around it. We arent there yet. Lots of excitement in our echo chambers but many still are kind of ehh about it"
X Link 2024-12-29T04:06Z [---] followers, [--] engagements

"@Robotbeat It blows my mind that there are people that invest in public space companies or space related telecoms who ask me why they should be paying attention to SpaceX as a competitor"
X Link 2024-12-30T21:20Z [---] followers, [---] engagements

"@spacecasetayl0r There was a time that experts were certain that Starlink would be capacity constrained though"
X Link 2024-12-31T17:46Z [---] followers, [---] engagements

"@skorusARK How Starlink Saved Humanity - best selling historical non-fiction of 2050"
X Link 2024-12-31T18:36Z [---] followers, [--] engagements

"@TeslaLarry Drove a couple hundred FSD miles with my family in for the holidays. They bought more $TSLA"
X Link 2025-01-01T23:46Z [---] followers, [---] engagements

"@peterrhague @Robotbeat Why not pull oxygen from iron oxide on Mars for Martian fuel All the work of moon regolith electrolysis plus iron for infrastructure. Also no new launch/mass driver infrastructure needed. Personally assume its a both and situation"
X Link 2025-01-03T13:13Z [---] followers, [--] engagements

"@TechOperator put a child in the car and watch their reaction. if anything Tesla's are too much fun"
X Link 2025-01-03T19:40Z [---] followers, [--] engagements

"@CSI_Starbase hoping to get to see them deploy. i've seen the renders for so long would be surreal to see the pez dispenser for real"
X Link 2025-01-03T19:41Z [---] followers, [---] engagements

"@TechOperator Cybertruck is unreal with kids"
X Link 2025-01-03T19:49Z [---] followers, [--] engagements

"what's the economic opportunity for exporting beer from Mars @StarbaseBrewing"
X Link 2025-01-03T20:49Z [---] followers, [---] engagements

"@StarbaseBrewing Does alcohol have boil off concerns Is this a dumb question"
X Link 2025-01-03T21:16Z [---] followers, [--] engagements

"@farzyness My AI usage is roughly 60% Grok - current events general questions explaining X threads 25% Perplexity - product/purchasing related searches 15% ChatGPT - 2nd option for Grok on deeper financial modeling help just need flexibility with PDF/doc upload/download features"
X Link 2025-01-05T18:03Z [---] followers, [---] engagements

"@nextbigfuture @elonmusk Ive been hoping for grok in the car for a while. Mainly to win arguments with my wife while still on the road"
X Link 2025-01-08T23:11Z [---] followers, [--] engagements

"Why we felt investing in @stoke_space's Series C was a good idea 🧵"
X Link 2025-01-15T16:48Z [----] followers, 76K engagements

"Their Nova rocket manifests this vision. The second stages circular aerospike engine architecture and regeneratively-cooled metallic heatshield are both engineering achievements that are as elegant as they are practical. These innovations are on their way to being fully validated. With a successful hop test and full 30-chamber engine test behind them Stoke are demonstrating their ability to bring groundbreaking concepts to life"
X Link 2025-01-15T16:48Z [----] followers, [----] engagements

"Equally impressive is their development of the Zenith full-flow staged combustion engine which powers Novas first stage and was first hotfire tested last year. Zenith represents a significant leap in engine efficiency and reliability putting Stoke in a league of its own among next-generation rocket builders. SpaceX is the only company to have begun mastering this type of engine and Stokes progress here (this quickly) underscores their technical capability and ambition"
X Link 2025-01-15T16:48Z [----] followers, [----] engagements

"@DJSnM Its one of the largest Series C rounds ever. Significant when combined with their capital efficiency track record"
X Link 2025-01-15T17:30Z [----] followers, [---] engagements

"@spacecasetayl0r Yo should talk with @SaigauVlad hes built some great excel automations with the help of LLM coding"
X Link 2025-01-15T20:48Z [----] followers, [---] engagements

"@Assholetrading @stoke_space Very big Series C and more than doubles their total amount raised. Pretty crazy for a company as young as they are"
X Link 2025-01-16T01:09Z [----] followers, [---] engagements

"i don't have a dog in this fight but I'd caution heavily against comparing RKLB and ASTS markets to LUNR. The pickings might be slim but the opporunity to capture large near term markets is driving those. LUNR market opportunity is seemingly much further out. IMO the bet being made right now on LUNR is that buyers believe that market is happening sooner or is orders of magnitude larger than sellers believe"
X Link 2025-01-16T18:58Z [----] followers, [--] engagements

"Deployment of V3 starlink simulators here has direct impact on near term cash flows for starlink and by extension the financing for Mars. Big day Watch Starship's seventh flight test https://t.co/wWJtyFMrfI Watch Starship's seventh flight test https://t.co/wWJtyFMrfI"
X Link 2025-01-16T22:07Z [----] followers, [----] engagements

"@SaigauVlad booster team deserves a round of @StarbaseBrewing on the house"
X Link 2025-01-16T22:57Z [----] followers, [--] engagements

"@troy_mccann Booster catch feels routine already"
X Link 2025-01-16T23:40Z [----] followers, [--] engagements

"Ive spent years on this. The right answer is allowing retail to take a straight forward test to be identified as accredited and open up investor limits in entities. Modifying CF or making IPO easier doesnt work. Any additional rules/reg placed on companies no matter how justified will incentivize companies to stay inside current private fundraising models. Any added regulatory burden will reduce the number of quality investments available reducing quality deal flow is the opposite of what investors need. If accreditation and existing frameworks are opened up to allow for more people the"
X Link 2025-01-18T19:14Z [----] followers, [---] engagements

"@jefielding In my field capital efficiency is the biggest differentiator who was able to stay alive and create investor value over the last year or two. When equity capital was tight"
X Link 2025-01-20T01:08Z [----] followers, [---] engagements

"@altcap @Tesla @elonmusk @jimcramer I just drove [----] miles on FSD 95%+ of those miles in the last [--] hours. It still surprises me how many Tesla owners still dont use it regularly"
X Link 2025-03-31T22:50Z [----] followers, [----] engagements

"@Golfingbrock My dissenting opinion on Buc-ees has finally made me empathize with green bubble Android users"
X Link 2025-04-15T15:16Z [----] followers, [----] engagements

"I drove this entire trip in my [----] Model Y (old version). I had FSD v13.2.8 for the duration of the trip"
X Link 2025-04-24T15:35Z [----] followers, [---] engagements

"FSD drove nearly all of the trip the only time I was unable to use FSD was during a sleet/snow storm for about [--] miles in North Texas near Childress when very wet snow was covering the vehicle and making visibility very difficult. I didnt think to get a picture of this but luckily Brett at livestormmedia caught some good video of the same storm on youtube if youre curious what it was like. This is a screenshot of the conditions"
X Link 2025-04-24T15:35Z [----] followers, [---] engagements

"I might be misunderstanding your assertion but Portal Space is in greater Seattle not CA. OTVs and broader OSAM market is tough without substantial defense/government support in the near term. Would make sense this market evolves like launch market with a few winners and/or regional winners"
X Link 2025-04-25T18:55Z [----] followers, [---] engagements

"@davidmcnerney @Tesla In case your in the area North Texas is really beautiful and under appreciated country to drive through. FSD really allows you to take in the landscape especially on those less traveled Texas highways"
X Link 2025-04-27T16:08Z [----] followers, [--] engagements

"@StarbaseBrewing @Publix @CapeCanaveralFL @CarrollDist Next stop mars"
X Link 2025-05-13T15:25Z [----] followers, [--] engagements

"1 year ago was the last time SpaceX launched more costumer payloads than Starlink payloads. Will this year long trend ever revert"
X Link 2025-05-16T17:42Z [----] followers, [---] engagements

"@BasedBeffJezos A lot of missed opportunity can be traced back to amygdala hacking. Youre running from the good stuff because it looks like it will take a few too many seconds of prefrontal cortex time"
X Link 2025-05-26T16:40Z [----] followers, [--] engagements

"I'm not saying you aren't allowed to question what happens if Starship never works but there is a big difference between Starship taking an extra .5 years-1.5 years to be commercially viable and it not working at all. Their progress so far leaves very little doubt that it can be done for LEO"
X Link 2025-05-28T00:44Z [----] followers, [---] engagements

"In @CathieDWood's recent conversation with @StevenBartlett. He took a stab at forecasting SpaceX revenue out to [----] using ChatGPT. If you've ever tried doing this you'll know that LLMs are not really well suited for this"
X Link 2025-06-06T22:39Z [----] followers, [---] engagements

"After a couple minutes of thinking it came back with $48B in [----] $250B in [----] for Starlink. $12B in [----] $120B in [----] for Launch"
X Link 2025-06-06T22:39Z [----] followers, [--] engagements

"@gc22gc lol not even close to true. The majority of this years and last years revenue came from Starlink consumers. The recent valuation is 90% driven by existing and forward looking Starlink consumer revenue. No credibility to this claim"
X Link 2025-06-09T22:58Z [----] followers, [----] engagements

"Youre comparing [--] years of Starlink to twenty plus years of SpaceX launch business and even with that wild distortion its nowhere close to 90% government revenue. Their [----] revenue is trending toward $10B. An LLM answer will only be as smart as the question its asked. Bannons framing is that 90% of current revenue is from the government which backs his belief SpaceX should be nationalized. Even if he meant all historical revenue hes very wrong. Its closer to 60% and very rapidly declining. He further claimed their most recent valuation at 318B which is wrong (actually 350B) as due to the"
X Link 2025-06-10T01:36Z [----] followers, [--] engagements

"Thrilled to unveil our open-source SpaceX model built over the last [--] months with @ARKInvest an honor to collaborate with @CathieDWood and team SpaceXs [----] enterprise value hits a $2.5T base case driven by Starlinks 6M and growing subs. [----] spans $5-30T driven by Mars. (link in bio)"
X Link 2025-06-10T20:25Z [----] followers, 15.5K engagements

"The model points to @SpaceX being valued at $2.5T base case by [----]. SpaceX is just getting started ARK's @SpaceX valuation model has launched crewed by @DMaguireARK @skorusARK @wintonARK and developed in collaboration with Mach33 @VladSaigau @aarontburnett this open-source model simulates a range of potential outcomes for SpaceX including projected enterprise values for ARK's @SpaceX valuation model has launched crewed by @DMaguireARK @skorusARK @wintonARK and developed in collaboration with Mach33 @VladSaigau @aarontburnett this open-source model simulates a range of potential outcomes for"
X Link 2025-06-10T20:42Z [----] followers, [----] engagements

"Revenue was mainly kept to launch and starlink related. We didnt carve out a special line for P2P but it could be argued that if that materializes within [--] years then it would be captured in a bull case launch revenue forecast. My hunch is that if any P2P happens within [--] years it will mainly be DoD related cargo missions which there is demand for in the near term. If/When P2P human transport happens there will need to be substantial infrastructure spend to handle loading and unloading people. Which might mean it falls beyond the [----] forecasts into the [----] and beyond"
X Link 2025-06-11T01:30Z [----] followers, [--] engagements

"Still havent been able to use starlink in a flight yet"
X Link 2025-06-12T17:35Z [----] followers, [---] engagements

"@JimMcclarin @ARKInvest @CathieDWood We discussed it briefly in this interview with @TeslaLarry TL;DR - P2P starship will fall within our launch revenue bull/bear ranges more than likely. SpaceX: a $4T company Here's how: SpaceX: a $4T company Here's how:"
X Link 2025-06-12T20:34Z [----] followers, [--] engagements

"@SpaceInvestor_D Then why not a 1.2B or 120M company"
X Link 2025-06-14T19:17Z [----] followers, [----] engagements

"talking SpaceX/Starlink along with bloomberg intelligence and what it means for telecoms investors"
X Link 2025-06-17T15:09Z [----] followers, [---] engagements

"One of the common questions that comes up regarding the revenue forecasts is how we classify starlink revenue categories the simulations include many possible outcomes for starshield Starlink broadband and Starlink D2C. In any given simulation D2C and Starshield could make sizeable portions but generally broadband was the largest portion of the projected revenues. Launch category is purposefully broad to encapsulate defense commercial and in a high end bull case could encapsulate P2P. Ark Invest SpaceX model projects SpaceX to be worth $2.5 trillion in [----] and about $12 trillion around 2035."
X Link 2025-06-18T18:21Z [----] followers, [---] engagements

"We are currently forecasting a 31.4% chance of SpaceX hitting the [----] Mars window. The starship [--] explosion on wednesday night led to A LOT of noise about Mars timelines. So we put together a [-----] simulation Monte Carlo to provide more signal when estimating the odds of SpaceX hitting the next Mars Transfer Window. Our model uses [--] parameters and the logic flow in this screenshot to arrive at this number. Importantly most of our variables have a negative impact on our chances of hitting the [----] Mars window; the main positive variable is the SpaceXs learn rate. An even more important note"
X Link 2025-06-20T17:03Z [----] followers, 11.8K engagements

"@halfkelly @rocketrepreneur Id be game depending on the stakes and counterparty. I already have people in my comments wanting to wager my 31% against their 0%"
X Link 2025-06-21T12:38Z [----] followers, [--] engagements

"the definition would be tough tbh. If this was just a technical issue then i'd say "launch at least one starship to Mars with the public stated intent of landing on Mars". Could probably be refined. The issue here is that there are regulatory issues that definitely play a role here. Even if SpaceX gets all the technical stuff figured out in the end there is a significant chance the US government could put up extra hurdles for an interplanetary landing attempt by a private company. No one has really attempted this without NASA or other government as the lead"
X Link 2025-06-21T15:53Z [----] followers, [--] engagements

"@booster_10 Im eager to see if/when SpaceX invests in ZBO for the in orbit tankers"
X Link 2025-06-22T21:30Z [----] followers, [--] engagements

"@WoodingtonBen @JeffCrusey Optimists make money. Pessimists look smart in the short term"
X Link 2025-06-24T15:35Z [----] followers, [--] engagements

"Lots of possible revenue streams for SpaceX. Our model shows a higher certainty on the starlink business (purple distribution) and more widespread/uncertain (red distribution) as it relates to Mars. Importantly the value associated to our Mars portion is actually book value (not exports) thats associated to work output from Optimus. @nextbigfutures idea about data centers orbital or elsewhere makes sense. Particularly when assume that SpaceX is successful in loft thousands or millions of metric tons into orbit. They could loft orbital data centers and/or could opt for Mars based if/when the"
X Link 2025-06-27T22:47Z [----] followers, [---] engagements

"@farzyness Last time I was there I got stuck for several minutes waiting for waymo to figure out how get out of that parking lot after it dropped someone off at the entrance"
X Link 2025-06-28T00:04Z [----] followers, [---] engagements

"@mouthofmorrison Fwiw I personally know several folks whove spent decades in space with a healthy skepticism and strong under current of optimism. But or course they dont make money telling other people not to take risks. I dont believe experience = cynicism"
X Link 2025-07-13T18:48Z [----] followers, [--] engagements

"It seems unlikely that it was anything other than cash. SpaceX is seemingly cash flowing quite well over the next couple of years xAI likely has more immediate need for that cash and a large scale space based data center investment likely comes after 10s of B more investment in earth based data centers. This could be a good way for them to invest again in the future via launch and satellite building credits"
X Link 2025-07-13T19:12Z [----] followers, [----] engagements

"@mouthofmorrison Why settle the North American continent when rural Poland exists - some guy in the 1500s"
X Link 2025-07-15T23:17Z [----] followers, [---] engagements

"@Truthful_ast I had several armchair engineers tell me back then that it made no sense that I expected SpaceX build full ships and boosters in FL to launch from FL prior to them saying they would do that. They were certain all ships and boosters would be made exclusively at Starbase and flown"
X Link 2025-07-18T01:42Z [----] followers, [---] engagements

"@peterrhague The trick will be filtering out the highest agency [-----] from that 1M crazy"
X Link 2025-07-28T22:21Z [----] followers, [--] engagements

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