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@trengriffin Avatar @trengriffin Tren Griffin

Tren Griffin posts on X about business, ai, spacex, gpu the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance #2739 technology brands XXXX% stocks #6077 celebrities #3860

Social topic influence business #852, ai 7.69%, spacex #61, gpu #829, math #1446, chips #542, constellation 5.13%, jeff bezos #3, ai new 2.56%, ipo #34

Top accounts mentioned or mentioned by @burchoff @ivanhri91235556 @disruptivedean @cto451 @modestproposal1 @thestalwart @emilysundberg @goolic @yesadok @freespeech1017 @lippyent @thezvi @softykjr @cathiedwood @gavinsbaker @tmfassociates @goer_of_overs @muzafferkal_ @grok @catboyrocketry

Top assets mentioned Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Space based AI = new hotness both figuratively and literally. The topic is discussed in this great podcast. Tren's take: Actually cooling racks of GPUs with radiators isn't easy. Radiation impact is an issue etc. HOWEVER: Deployment probability = 100%"
X Link 2025-12-09T18:14Z 105.2K followers, 6508 engagements

"SpaceX and its Starlink business are too vertically integrated for Starlink to do an IPO on its own. The wholesale transfer price of launch is too determinative of unit economics to tear them apart. Starlink doesn't pay retail. Launch is COGS"
X Link 2025-12-05T20:16Z 105.2K followers, 16.8K engagements

"ChatGPT answer: "GPU = Graphics Processing Unit Originally GPUs were chips specialized for rendering graphicsespecially the parallel math needed for 3D games.But the name stuck: still Graphics Processing Unit even though theyre now used far beyond graphics.""
X Link 2025-12-09T23:22Z 105.2K followers, 2261 engagements

""The theoretical capacity for Starlinks original D2D constellation based on the link budget for the 5MHz of spectrum obtained from T-Mobile: The maximum downlink capacity per beam under optimal conditions is 18.3Mbit/s. This capacity needs to be shared between all the users under the same beam which typically is fairly geographically spread (50km diameter).""
X Link 2025-12-10T04:44Z 105.2K followers, 14.8K engagements

"One of the AMZN seed investments was agreed to in an office next to mine by Tom Alberg when I was on business trip to Europe. What if I had been in the office that day What if I had passed on investing in Amazon at seed I know people who were asked to invest and said "no." Oops"
X Link 2025-12-11T06:13Z 105.2K followers, 26K engagements

"@modestproposal1 Paid conversion rates from free are low. X% is good but is NPV + The cost of the free service looks like COGS but is actually customer acquisition cost (CAC). Do the CLV math to see it it's positive NPV. Conversion rates can drop. Or rise. It depends. Churn is one click away"
X Link 2025-12-11T18:26Z 105.2K followers, 1016 engagements

"I plan to re-ignite my blog in the new year. There are well over million words there already. You can use AI to create whiteboard versions of posts or themes. Of course I have lots of Charlie Munger posts"
X Link 2025-11-23T18:22Z 105.1K followers, 61.4K engagements

"Business Lessons from Mark Leonard (Constellation Software)"
X Link 2025-11-23T22:18Z 105.1K followers, 16.6K engagements

"Bluefin tuna line caught flash frozen immediately and unthawed now. Wild Ginger style Asian "quick pickles.""
X Link 2025-12-06T01:02Z 105.2K followers, 4076 engagements

"Dungeness crabs hatch near the shore as larvae no bigger than fleas. A single female can carry XX million eggs. Four years later they're ready to eat. The 2025-26 harvest will be XX million pounds of Dungeness crab which is barely enough for my personal consumption. 🦀"
X Link 2025-12-06T04:18Z 105.1K followers, 4734 engagements

"The closest I ever came to sudden death was during a near stall flying a kite just like this one made by Jeff Jobe (who is flying it in the picture). The kite had a Budweiser image on it. At XX years of age I believed I was immortal. Danger was my middle name"
X Link 2025-12-06T04:27Z 105.2K followers, 4356 engagements

"10000 satellites XXX kW = 1000000 kW = X GW. SpaceX: each Starship launch can deploy XX v3 Starlink satellites. XXX launches = 10000. Each v3 satellite 1900 kg for a total payload of XXX metric tons. Starships reusable capacity = 100150 tons to low Earth orbit)"
X Link 2025-12-08T03:59Z 105.1K followers, 3159 engagements

"Tis the season to buy some revenue growth Fa-la-la-la-la la-la la la Troll the ancient Yuletide mainframe sales and consulting revenue Fa-la-la-la-la la-la la la"
X Link 2025-12-08T04:53Z 105.2K followers, 4644 engagements

"@Goolic Starlink satellite power isn't disclosed"
X Link 2025-12-11T18:01Z 105.2K followers, XXX engagements

"On the electrical power of a Starlink satellite in space the Grok answer is:"
X Link 2025-12-07T18:46Z 105.2K followers, 12K engagements

"Krugman should send a FAX to a librarian to get more information on what the "G" stands for in GPU. Hint: it isn't "general.""
X Link 2025-12-09T23:18Z 105.2K followers, 4087 engagements

"@GavinSBaker No blocking engineering issues prevent data centers operating in space. Whether the economics will be superior to terrestrial solutions is unknown. Physics come into play on economics. There are a number of cooling innovations at companies like Starcloud but they aren't free"
X Link 2025-12-10T20:15Z 105.2K followers, 10.2K engagements

"Jeff Bezos: "The difference between baseball and business is that baseball has a truncated outcome distribution. When you swing no matter how well you connect with the ball the most runs you can get is four. In business every once in a while when you step up to the plate you can score 1000 runs. This long-tailed distribution of returns is why it's important to be bold. Big winners pay for so many experiments.""
X Link 2025-12-11T00:31Z 105.2K followers, 136.4K engagements

"Just like you Netflix secured a $XX Billion unsecured bridge loan. To be replaced with up to US$25 billion of bonds US$20 billion of delayed-draw term loans and a US$5 billion revolving credit facility. The other $X billion will come from "a source to be named later.""
X Link 2025-12-06T01:27Z 105.2K followers, 41.5K engagements

"Any time a post or podcast uses the term "late stage capitalism" someone gets their DSA membership card"
X Link 2025-12-07T04:21Z 105.2K followers, 3467 engagements

"There are new approaches to cooling systems like data centers in space that have been developed and are not yet deployed but they aren't free. That and radiation's impact on electronics are challenges. There's no question that systems will get deployed and we will find out. 🍿"
X Link 2025-12-10T17:37Z 105.2K followers, 4693 engagements

""Travis Beals a Google executive working on the orbital data-center effort said it would take 10000 satellites to recreate the compute capacity of a gigawatt data center assuming 100-kilowatt satellites.""
X Link 2025-12-10T17:54Z 105.2K followers, 114.9K engagements

"@cto451 @TMFAssociates I obtained the NGSO allocation that Starlink uses (for Teledesic). There's zero limit there. Satya on BG2 Pod: - "I have GPUs sitting in inventory I can't plug in" - "It's not a supply issue of chips" - "I don't have warm shells powered data centers to plug into""
X Link 2025-12-10T19:11Z 105.2K followers, 2751 engagements

"@yesadok Conversely "When a management with a reputation for brilliance tackles a business with a reputation for bad economics it is the reputation of the business that remains intact." Warren Buffett"
X Link 2025-12-11T05:58Z 105.2K followers, 3141 engagements

"@modestproposal1 At a point in time to grow consumer users further advertising supported models are needed. Incremental users become reluctant or unable to pay. This is true for many services and includes ChatGPT Gemini etc"
X Link 2025-12-11T18:35Z 105.2K followers, XXX engagements