@aaronburnett Avatar @aaronburnett Aaron Burnett

Aaron Burnett posts on X about spacex, ai, space, xai 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 technology brands 33.87% finance 15.32% celebrities 14.52% stocks 8.87% automotive brands 5.65% countries 2.42% social networks 1.61% exchanges 0.81% fashion brands 0.81% cryptocurrencies 0.81%

Social topic influence spacex #58, ai 15.32%, space #1378, xai #47, elon musk #3713, in the 7.26%, inference 6.45%, if you 6.45%, solar #620, constellation #78

Top accounts mentioned or mentioned by @dad2grok @elonmusk @grok @adamlowisz @patryn23 @xxx_xunkown @abdalrhmanhdad6 @23jubu @edavidds @sawyermerritt @yatharthmaan @starbasercdd @upnecs @spacex @abundancevswar @bassonbrain @nath6797 @craftbliss @xai @vladsaigau

Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Berkshire Hathaway Inc. (BRK.A) Toncoin (TON)

Top Social Posts

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

"Its exceedingly obvious in this video that everything Stoke is building is with the goal of being massively manufacturable and reusable. This is something you do not see outside of SpaceX. Andy and team saw the future that SpaceX laid out and ran with it a breakneck speed (with a few novel innovations focused on the medium lift market). Investors (like us) have seen this and taken the risk that this is the team and time. The future of space has never been brighter. Take the time to watch over the holidays - @stoke_space is perhaps one of the most exciting rocket companies and is one of only a"
X Link 2025-12-23T01:14Z 16.8K followers, 36.2K engagements

"If true capex expenditure aligns. SpaceXai narrative aligns. Will be funny to see analysts try to wrap their head around the revenue lines from X Grok Starlink and launch though. Exclusive: Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year https://t.co/WS6eLJjxcm Exclusive: Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year https://t.co/WS6eLJjxcm"
X Link 2026-01-29T20:01Z 16.3K followers, 94.1K engagements

"SpaceX is seriously going for 100GW of "AI Inference" from 1M satellite constellation in SSO presumably at 100kW per satellite. No weekend for the space data center crowd. 🚨🚨🚨BREAKING🚨🚨🚨 SpaceX just applied with the FCC for Orbital Data Centers in space to power advanced AI. https://t.co/OuFevqpGgi 🚨🚨🚨BREAKING🚨🚨🚨 SpaceX just applied with the FCC for Orbital Data Centers in space to power advanced AI. https://t.co/OuFevqpGgi"
X Link 2026-01-31T04:12Z 16.3K followers, 57.4K engagements

"@stevenmarkryan [---] GWs of AI inference"
X Link 2026-01-31T05:55Z 16.3K followers, 28K engagements

"AI7 for space makes more and more sense everyday. @aaronburnett @stevenmarkryan Most of training is inference for the purpose of training so these work for a majority of training workload too @aaronburnett @stevenmarkryan Most of training is inference for the purpose of training so these work for a majority of training workload too"
X Link 2026-01-31T23:17Z 16.3K followers, 194.7K engagements

"Very cool visualization of a SpaceX AI Inference constellation mockup. I plotted what these orbits should look like. In cyan the SSO shells consist of 500k of the satellites. Orange is the LEO-A shells and green the LEO-B shells. https://t.co/YmRd6t5icL I plotted what these orbits should look like. In cyan the SSO shells consist of 500k of the satellites. Orange is the LEO-A shells and green the LEO-B shells. https://t.co/YmRd6t5icL"
X Link 2026-02-02T00:28Z 16.6K followers, [----] engagements

"Explore the Universe 🤝 Understand the Universe SpaceX is in advanced talks to combine with xAI sources say as billionaire Elon Musk moves quickly to consolidate his empire https://t.co/wxwP9HbsXZ SpaceX is in advanced talks to combine with xAI sources say as billionaire Elon Musk moves quickly to consolidate his empire https://t.co/wxwP9HbsXZ"
X Link 2026-02-02T13:26Z 16.3K followers, 221.5K engagements

"I have no inside information and dont get a choice on the outcome. But vertically integrating the bits and atoms of intelligence (SpaceX - Brain xAI - Consciousness) just kind of makes sense doesnt it 🚨 BLOOMBERG: $TSLA CEO Elon Musk is in advanced talks to merge SpaceX and xAI The deal would combine SpaceXs $800B valuation with xAIs $200B bringing rockets Starlink satellites and AI under one roof. The goal: enable Musks vision of space-based AI compute including https://t.co/fkPA1Diwx1 🚨 BLOOMBERG: $TSLA CEO Elon Musk is in advanced talks to merge SpaceX and xAI The deal would combine"
X Link 2026-02-02T13:58Z 16.3K followers, 11K engagements

"And all of a sudden the rumored 1.5T IPO target feelsway to low. Elon Musk plans to merge SpaceX with xAI in a deal that encompasses the billionaires increasingly costly ambitions to dominate artificial intelligence and space exploration https://t.co/iTa3a5gor5 Elon Musk plans to merge SpaceX with xAI in a deal that encompasses the billionaires increasingly costly ambitions to dominate artificial intelligence and space exploration https://t.co/iTa3a5gor5"
X Link 2026-02-02T21:44Z 16.3K followers, 90.9K engagements

"I suspect this is what it feels like to be pulled into the singularity NEWS: SpaceX is now valued at $1.25 trillion including its acquisition of xAI making it the 11th most valuable company on earth overtaking Berkshire Hathaway 🔥 https://t.co/5v4US1aHat NEWS: SpaceX is now valued at $1.25 trillion including its acquisition of xAI making it the 11th most valuable company on earth overtaking Berkshire Hathaway 🔥 https://t.co/5v4US1aHat"
X Link 2026-02-02T22:14Z 16.3K followers, [----] engagements

"Seems like the press has decided their framing for the acquisition is SpaceX rescuing xAI. Luckily @solbier1 who is on both cap tables gets it right. If you know anything about engineering this the perfect vertical integration for AI. Photons Intelligence No editorializing required. https://twitter.com/i/web/status/2018747227372482967 https://twitter.com/i/web/status/2018747227372482967"
X Link 2026-02-03T18:03Z 16.5K followers, 19.7K engagements

"@SawyerMerritt It really must be $X at this point. Its the right thing to do"
X Link 2026-02-04T13:07Z 16.3K followers, [----] engagements

"This could potentially unlocks trillions in additional liquidity before lockups expire. Plus index effect. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon"
X Link 2026-02-05T02:15Z 16.9K followers, 18.8K engagements

"I wonder how much this idea played a role in the SpaceX orbital data centers strategy. coincidental timing and each sat is pretty much just a flying Tesla dedicated to inference. 🤔 I am increasingly confident that this idea could work I am increasingly confident that this idea could work"
X Link 2026-02-06T03:42Z 16.9K followers, 12.2K engagements

"assuming this is genuine open-minded curiosity and not just rage bait i'll engage. The pro data center in space case is simple and is being ignored (knowingly or not) in this debate opener post. It's represented in Naval's tweet from this morning (screenshot). Elon recently retweeted. space data centers protagonists believe the demand for intelligence is unlimited (or effectively infinite from our current vantage point). This is obvious in pro ODC arguments coming from meaningful decision makers on this topic. If you want to put order of magnitude numbers on "unlimited" then you can use the"
X Link 2026-02-07T20:17Z 16.9K followers, 171.9K engagements

"SpaceX will do for artificial intelligence what farming did for human intelligence. more energy = more intelligence. If energy = AI then the sun is the largest TAM. @SpaceX + @xai + @elonmusk 🚀🚀 If energy = AI then the sun is the largest TAM. @SpaceX + @xai + @elonmusk 🚀🚀"
X Link 2026-02-07T20:30Z 16.5K followers, [----] engagements

"@travestynv weve actually done the math and published it. Its our most viewed analysis [----] will see a lot of articles commenting on SpaceX's orbital data center (ODCs) plans. like this one most will contain little to no depth reference expert skeptics and certainly zero first principles. I'd highly suggest arming yourself with actual math and physics backed https://t.co/wQv3ytxrge [----] will see a lot of articles commenting on SpaceX's orbital data center (ODCs) plans. like this one most will contain little to no depth reference expert skeptics and certainly zero first principles. I'd highly"
X Link 2026-02-07T22:04Z 16.3K followers, [---] engagements

"@bill_selly @LNGFrankie @NerdKing52 @AndrewMayne There will be iterations. But AI7 asics could be designed to run hotter for scaled up constellations"
X Link 2026-02-07T23:41Z 16.3K followers, [---] engagements

"You probably dont buy a cyclotron designed to speed up radiation testing if youre only pushing AI ODCs for IPO narrative. SpaceX dropped a photo of their new cyclotron for radiation testing. You'll see these curved sections of magnets - why are they curved Because mass is a relativistic property. The cyclotron frequency is qB/m and the RF supplying the accelerating field is fixed at this https://t.co/pmraQRetYc SpaceX dropped a photo of their new cyclotron for radiation testing. You'll see these curved sections of magnets - why are they curved Because mass is a relativistic property. The"
X Link 2026-02-07T23:54Z 16.5K followers, 34.2K engagements

"@AbundanceVsWar Also when you dont want external testers to be a bottleneck. So they expect to test a lot and quickly. I expect they will be running lots of GPUsTPUs and other off the shelf chips"
X Link 2026-02-08T00:02Z 16.3K followers, [---] engagements

"@YourMomDave1 I like this train of thought"
X Link 2026-02-08T00:35Z 16.2K followers, [---] engagements

"@SciGuySpace Its not trivial to get this stood up quickly. I wonder how long this has been in the works"
X Link 2026-02-08T02:46Z 16.3K followers, [----] engagements

"@AdamLowisz @elonmusk I understand why K2 is hard for investors. But 5-10 year timelines for VERY big revenue streams is not outside of most investors wheelhouse. The reality is that the vast majority of asset allocators prefer easy and quick money"
X Link 2026-02-08T02:51Z 16.3K followers, [---] engagements

"SpaceXai is the single most interesting entity in existence today. plus its existence and mission is the clearest evidence that we have of the singularitys imminent approach. But yes its probably just a shell game so nothing to see here. the man is going to make a von neumann probe and you're blackpilling the man is going to make a von neumann probe and you're blackpilling"
X Link 2026-02-08T02:56Z 16.3K followers, [----] engagements

"The most under appreciated part of SpaceX is how strong the Starlink position is. People acknowledge its existence but dont appreciate the math. All three of these assumptions below can be very wrong delaying profitability for years (even into the 2030s) and Starlink continues to throw off a lot of cash. It positions SpaceX as one of the lowest risk bets on AGI. I was always a fan of SpaceX but never as excited about it as an investor as I was in $TSLA. Now I am. AI in space changes everything. [--]. It is the first infinitely scalable product [--]. It can be deployed at scale starting in [----] 3."
X Link 2026-02-08T14:50Z 17K followers, 38.3K engagements

"Update: if youre pro space data center you are simply LARPing as intelligent. Unfortunately weve spent 1000s of hours LARPing if you want a good laugh at how much time weve wasted you can find our outputs here http://research.33fg.com "What problem is put it in space actually solving other than grabbing headlines" Same thing as always - selling stock to the credulous who LARP as intelligent. "DCs in Space" is so valuable to Elmo bc he can claim it's "2 maybe [--] yrs away" for 10-20 yrs. http://research.33fg.com "What problem is put it in space actually solving other than grabbing headlines""
X Link 2026-02-08T16:16Z 16.9K followers, 185.7K engagements

"Not zero sum. But Googles core revenue streams are steady state or being disrupted. SpaceXs Starlink is very early high growth yet still enough historic proof of revenue that its appropriately risk adjusted. Starlink alone has a decent to strong likelihood hood of driving 3X enterprise value Google doesnt have that outside of AI"
X Link 2026-02-08T16:21Z 16.3K followers, [---] engagements

"@AbdalrhmanHdad6 Anecdotally Im already seeing great algo filtering myself. Will be optimizations to avoid echo chambers over time I presume"
X Link 2026-02-08T16:25Z 16.3K followers, [----] engagements

"Big update and will be another important change to our model. I assume self-growing is different than self-sustaining. But one thing is for sure proposed lunar projects just got a massive shot in the arm with the amount of tonnage going to the moon. Its absolutely true that trip duration makes for much much faster iteration. For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it"
X Link 2026-02-08T23:29Z 16.3K followers, 15.5K engagements

"Remember that YC company pitching moon hotels For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to"
X Link 2026-02-08T23:39Z 16.3K followers, [----] engagements

"@engine_rich Seriously"
X Link 2026-02-08T23:47Z 16.3K followers, [---] engagements

"@shaunmmaguire Trying to think what non-mass driver infrastructure now has a shot with the promise of 10s of thousands of tons delivered to the lunar surface. This is a major catalyst for those projects"
X Link 2026-02-09T02:07Z 16.3K followers, [----] engagements

"If your internet provider cannot do this then youre living in the past. I use Starlink as my daily internet with no backup and it has only gotten better since joining (plus a free mini) My team regularly comments on how smooth and consistent my zoom calls are. A couple of Starlink myths worth debunking - its not just for rural Im in suburbia. It was cost parity for the highest package. - weather is not a functional issue. Ive had many many Florida thunderstorms and never had an issue. Spectrum is the dominate cable internet provider in my area. They must be trained to spread the lie that"
X Link 2026-02-09T03:04Z 16.3K followers, [----] engagements

"For some reason share video not embedding here is the Super Bowl commercial I was referencing"
X Link 2026-02-09T03:11Z 16.3K followers, [----] engagements

"@jbarton81587 Micro and low Gravity effect on biology is one of several biological problems to solve"
X Link 2026-02-09T12:49Z 16.3K followers, [---] engagements

"Is there another historical example of an Overton Window shifting so quickly on a technology Six months ago nobody was talking about data centers in space. Now it's obvious. Reusable rocket costs are plummeting. Solar panels in orbit are 6x more efficient. Unlimited power. No permitting. Merging @SpaceX and @xai isn't about rockets or chatbots. It's about building the Six months ago nobody was talking about data centers in space. Now it's obvious. Reusable rocket costs are plummeting. Solar panels in orbit are 6x more efficient. Unlimited power. No permitting. Merging @SpaceX and @xai isn't"
X Link 2026-02-09T13:56Z 16.3K followers, [----] engagements

"Starlink isnt backup internet its a global connection workhorse. I use it for travel. I use it at home. I'm writing this through my Starlink right now :) I use it for travel. I use it at home. I'm writing this through my Starlink right now :)"
X Link 2026-02-09T14:14Z 16.9K followers, [----] engagements

"Starlinks customer base is already larger than Tesla and will be orders of magnitude larger than Tesla cars. Robotaxi and Optimus will be another story. Mass Marketing makes sense when youre selling something relevant to every single person who sees it and also it costs $100/month. There are different marketing strategies for different products and buyer types"
X Link 2026-02-09T14:21Z 16.3K followers, [----] engagements

"@Smithers1994 @Kyantweets @elonmusk scenaro exists but i hope not. The vertical integration with spacex is match made in heaven"
X Link 2026-02-09T15:23Z 16.3K followers, [---] engagements

"I think we are in for a good space year folks https://t.co/d0nvnvxVYR https://t.co/d0nvnvxVYR"
X Link 2026-02-09T15:29Z 16.4K followers, [----] engagements

"$/ton to Lunar Surface will be a fun metric to track over time. @BigImpactHumans We hope to make the Moon accessible to anyone who wants to go there @BigImpactHumans We hope to make the Moon accessible to anyone who wants to go there"
X Link 2026-02-09T17:18Z 16.7K followers, 73.6K engagements

"More mass to the moon is good for everyone. Period. @canraptor_ They might land something on the Moon before SpaceX and thats fine by me. I will be one of the first to congratulate them. However what really matters for the future is being able to land millions of tons of equipment and people to build a self-growing city on the Moon. In @canraptor_ They might land something on the Moon before SpaceX and thats fine by me. I will be one of the first to congratulate them. However what really matters for the future is being able to land millions of tons of equipment and people to build a"
X Link 2026-02-09T17:39Z 16.3K followers, [----] engagements

"This is correct Mars acted as capital sink in our original model exchanging cash for enterprise value in terms of Optimus productivity. Now biggest cash flywheel after Starlink is orbital compute first from earth but ultimately from moon. Though I would expect all of these moon businesses to pale in comparison to compute. One key benefit of @SpaceX shifting its near-term focus to the Moon is the potential for more immediate commercial and revenue-generating opportunities compared to prioritizing Mars. Tourism and human spaceflight: The general public would be far more likely to consider lunar"
X Link 2026-02-09T17:53Z 16.4K followers, 16.5K engagements

"@prmody SpaceX/Xai merger means compute used for Grok inference will be generating revenue even if its at the subsidiary level"
X Link 2026-02-09T17:57Z 16.3K followers, [---] engagements

"@imPenny2x Best [--] articles get a trip to the moon"
X Link 2026-02-09T21:04Z 16.3K followers, [---] engagements

"@DrPhiltill These guys @gru_space"
X Link 2026-02-09T21:17Z 16.3K followers, [---] engagements

"@VladSaigau Also potentially critical infrastructure in place for near edge inference on robotics. Intelligent capable robots will play a significant role in settling distant planets"
X Link 2026-02-09T22:43Z 16.3K followers, [---] engagements

"Agree. large quantities of molten Martian regolith to pull out iron silica aluminum and oxygen. Feeding the build out of massive steel cities built astonishingly high in 1/3rd gravity. The iron planet could be the forge of the solar system. We should turn Mars into a Forge World https://t.co/N3bVItiauv We should turn Mars into a Forge World https://t.co/N3bVItiauv"
X Link 2026-02-09T22:58Z 16.3K followers, [----] engagements

"@IrlCarbon Grok says 2.6x that of an equivalent material om earth. Olympus mons is 22km and on earth similar formation would be 8-10km. Also there is limited seismic activity as far as we know. The home of the megastructure :)"
X Link 2026-02-09T23:14Z 16.3K followers, [---] engagements

"Whats the Wrights Law learning rate on SpaceX orbital data centers Wright's Law Moore's Law. Stop making time-based predictions. Start making unit-based ones. For every cumulative doubling in production costs fall at a consistent rate. Reusable rockets. Industrial robots. Solar panels. Batteries. This is the formula that predicts the future. Wright's Law Moore's Law. Stop making time-based predictions. Start making unit-based ones. For every cumulative doubling in production costs fall at a consistent rate. Reusable rockets. Industrial robots. Solar panels. Batteries. This is the formula that"
X Link 2026-02-10T02:14Z 16.4K followers, [----] engagements

"@yatharthmaan Incomplete but we did an initial stab at a market for some of the players"
X Link 2026-02-10T03:10Z 16.4K followers, [----] engagements

"@Patryn23 @yatharthmaan Its explained here cursory cut of the industry so its almost guaranteed to have some holes. Have grok read it if youd like. https://research.33fg.com/analysis/orbital-compute-landscape-edge-to-infrastructure https://research.33fg.com/analysis/orbital-compute-landscape-edge-to-infrastructure"
X Link 2026-02-10T12:43Z 16.4K followers, [--] engagements

"@StarbaseRCDD @StarCloud the talent in Seattle area for satellites is second to none. Starlink and Amazon LEO are anchors up there. kind of shocking that area doesn't get the headlines probably because the personality type is more of head down builder than story teller"
X Link 2026-02-10T14:04Z 16.4K followers, [--] engagements

"@Patryn23 @yatharthmaan Agreed. Wasnt an attempt to pick a winner just paint the landscape in a logical way. If youre trying to pick a winner then yes you need heavily consider the main metrics that matter wattage and tonnage"
X Link 2026-02-10T14:24Z 16.3K followers, [--] engagements

"@DMaguireARK and what about the building of the sats do we think it's measured by TOPS Sat number wattage"
X Link 2026-02-10T14:46Z 16.4K followers, [---] engagements

"@yatharthmaan A genuine self-proclaimed polymath 😂"
X Link 2026-02-10T14:58Z 16.9K followers, [---] engagements

"StarThink near edge inference likely to get a latency advantage. A complete AI inference constellation could mean substantially reduced latency for 10s to 100s of thousands of tokens per satellite (rough grok order of magnitude estimate). Much faster advanced reasoning. Also Starlink uses fewer hops reducing latency even more compared to fiber cables. Bullish for traders and space-based data centers. Also Starlink uses fewer hops reducing latency even more compared to fiber cables. Bullish for traders and space-based data centers"
X Link 2026-02-10T17:32Z 16.6K followers, [----] engagements

"@wintonARK Inverse Wrights Law"
X Link 2026-02-10T18:49Z 16.6K followers, 15.6K engagements

"The Dawn Dusk Halo brought to you by Spacex So based on the SpaceX FCC filing here's a SSO halo and multiple [--] degree LEO shells: https://t.co/RdP5F9mFqq So based on the SpaceX FCC filing here's a SSO halo and multiple [--] degree LEO shells: https://t.co/RdP5F9mFqq"
X Link 2026-02-10T23:02Z 16.6K followers, [----] engagements

"Turns out Alex Danco (a16z) coined the concept that explains orbital data centers advantage back in November. Reflexive Turbo-Baumols where accelerating demand is bottlenecked by human sign-off. Not sure he expected it in this context or on this timeline but quite prescient. Full Article here and interesting: https://a16z.com/why-ac-is-cheap-but-ac-repair-is-a-luxury/ On Earth the datacenter buildout is subject to backwards cost scaling. The 100th GW deployed will almost certainly be more costly complex time intensive and subject to negotiation than the 1st. In space the opposite. The 100th"
X Link 2026-02-11T01:05Z 16.6K followers, [----] engagements

"@williewaylon31 I believe called it a hyper-hyper scaler"
X Link 2026-02-11T02:03Z 16.6K followers, [--] engagements

"Alex Danco accurately described the accelerating terrestrial bottleneck when he called it Reflexive Turbo-Baumols back in November where accelerating demand driven by Jevons paradox hits the evermore constrained human sign-off gating factor. Elon and others decided to remove the bottleneck in favor of solving some tough engineering challenges. This will happen in many areas but data centers is probably the most consequential. Elon Musk on scaling AI in space: Earth is the bottleneck. "Its harder to scale on the ground than it is to scale in space." "Youre going to get about five times the"
X Link 2026-02-11T12:49Z 16.8K followers, [----] engagements

"@jeffreyweichsel @xai already skipping K2 😅"
X Link 2026-02-11T20:25Z 16.7K followers, [---] engagements

"SpaceXai merger clearly wasn't a bailout. If you do the math it becomes clear that the combined entity is perfectly positioned for substantial flywheel optionality. https://t.co/KTKWZgb0x4 https://t.co/KTKWZgb0x4"
X Link 2026-02-11T20:50Z 16.8K followers, 11.1K engagements

"Is there a prediction on the first FL starship delivery 🚨Youll thank me later SpaceXs barge meant to deliver Starship stages from Starbase TX to Kennedy Space Center FL Heres our aerial shot as it came into Port Canaveral for a complete picture 📸 @rpg571 🔥 https://t.co/Ezm9mjCV7y 🚨Youll thank me later SpaceXs barge meant to deliver Starship stages from Starbase TX to Kennedy Space Center FL Heres our aerial shot as it came into Port Canaveral for a complete picture 📸 @rpg571 🔥 https://t.co/Ezm9mjCV7y"
X Link 2026-02-12T02:39Z 16.8K followers, [----] engagements

"If Boring fixes I4 Disney traffic problems Elon will get a statue in Florida https://t.co/MAMngqHjKz https://t.co/MAMngqHjKz"
X Link 2026-02-12T15:54Z 16.9K followers, [----] engagements

"And an additional [-----] building fully reusable rockets and global internet. @DallasAptGP There are another [--] or so xAI engineers working on the pure AI-based recommendation system @DallasAptGP There are another [--] or so xAI engineers working on the pure AI-based recommendation system"
X Link 2026-02-12T21:01Z 16.9K followers, [----] engagements

"@xdNiBoR Space expert lineup for the information must be thin. 😂"
X Link 2026-02-12T23:21Z 16.8K followers, [---] engagements

"@SawyerMerritt There is a serious knowledge gap. Exactly why we started publishing our research publicly"
X Link 2026-02-13T00:45Z 16.8K followers, [----] engagements

"@is_OwenLewis Carrington event is a non zero risk. Recent solar events in the last few months have been significant and near historic. There were no reported issues. Seems like Starlink has had some trial runs. Also most significant risk seems like it would happen during this solar maximum"
X Link 2026-02-13T02:40Z 16.8K followers, [---] engagements

"@danheld if you know anyone at the information let them know they are free to use this post as a source for a correction"
X Link 2026-02-13T17:02Z 16.9K followers, [---] engagements

"@Puffery69 honestly i'm so deep in sarcasm i can't tell if its a genuine question. if so then we expect test versions as early as [----] and scaled manufacturing versions to begin launch in the 2028-2030 timeframe. leaving plenty of buffer for delays"
X Link 2026-02-13T17:48Z 16.9K followers, [---] engagements

"@shaunmmaguire No one is ready for V3 capacity"
X Link 2026-02-14T01:47Z 16.9K followers, [----] engagements

"This kind of logic is only just getting started folks. Capex for assets the generate recurring revenue wouldnt normallt be turned into a straw man for insinuating there is some kind underhanded reporting going on. In SpaceXs case it absolutely will and talking heads will rely on the fact that its complicated stuff (rocker science orbital mechanics etc) to create distrust with investors. You can bookmark this. Never forget how SpaceX calculates profit. https://t.co/1RJaOMHg8w Never forget how SpaceX calculates profit. https://t.co/1RJaOMHg8w"
X Link 2026-02-01T23:16Z 17K followers, 11.4K engagements

"Just when we thought we had our model figured out 😅 SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe"
X Link 2026-02-02T21:49Z 17K followers, 11.1K engagements

"In the event of a SpaceX IPO Id like to request a re-invest earnings feature that automatically invests any creator earnings back into SpaceX ($X) stock. Post to own the future X Money X Money is the center of Elon Musks plan to transform X from a social media site into a "Super App" like WeChat where you can handle your entire financial life in one place. Here are the key details about how it works and what is coming: What is X Money At its https://t.co/sTJKkymDWq X Money X Money is the center of Elon Musks plan to transform X from a social media site into a "Super App" like WeChat where you"
X Link 2026-02-12T16:26Z 17K followers, [----] engagements

"@Thomas_L_Grote @PhilipJohnston Get @ezrafeilden here"
X Link 2026-02-14T19:44Z 17K followers, [--] engagements

"@ml_visoft Take a walk on Wall Street and youll be shocked"
X Link 2026-02-14T21:23Z 17K followers, [--] engagements

"@BassonBrain @Starlink Would love to see them capacity max with V2minis then transition seemlessly into V3. I think max bandwidth is what drives the user numbers and customer price"
X Link 2026-02-14T23:04Z 17K followers, [--] engagements

"is this the first time Kardashev II-level civilization has been used in an FCC filing @aaronburnett https://t.co/0n5zpwiiQi @aaronburnett https://t.co/0n5zpwiiQi"
X Link 2026-01-31T04:16Z 17K followers, 13.9M engagements

"@AlexfromBabylon The total number isnt hard its the density. 100kw/ton is 10x improvement. What blew our minds is how much power density is given up in favor of pointing accuracy and positioning for telco sats. Taking those requirements away helps a lot"
X Link 2026-02-14T18:08Z 17K followers, [---] engagements

"@deepvaluedude Is there anything else more interesting to invest in"
X Link 2026-02-14T21:01Z 17K followers, [---] engagements

"@BassonBrain @Starlink This a roughly 5% increase in the total number V2mini sats in just [--] days"
X Link 2026-02-14T22:58Z 17K followers, [---] engagements

"Can you believe @elonmusk did the #BottleCapChallenge @Erdayastronaut @BenSullins @answerswithjoe @MartianDays @SpaceX"
X Link 2019-07-04T19:20Z 16.9K followers, [--] engagements

"My pup Fermi is now officially sporting some @ensdomains bling. #ENSIRL puppy finding rewards in crypto 🤓 The wife was surprisingly on board with this from start to finish 😂"
X Link 2021-11-28T16:27Z 17K followers, [--] engagements

"i'm in shock. $10mm [--] hours. #petitionspacex"
X Link 2022-09-16T17:40Z 16.9K followers, [--] engagements

"@johnkrausphotos This is the bull case for Space Coast real estate market"
X Link 2024-11-04T19:07Z 17K followers, [----] engagements

"Starlink/Echostar deal validated a market opportunity for $ASTS. There is still a lot of execution risk but might be more optimistic than many believe. Either way the next year will tell us a lot about their chances. AST SpaceMobiles [----] Path: Mapping the Launch Trajectories 🚀📡 Coverage requires [----] operational sats for US UK Japan Europe. ASTS guides to 45-60 Block-2 satellites by EOY '26 but the rollout hinges on launch execution. We modelled Bull Bear cases. Main inputs https://t.co/dj5slKQsfb AST SpaceMobiles [----] Path: Mapping the Launch Trajectories 🚀📡 Coverage requires 4050"
X Link 2025-09-24T19:56Z 17K followers, [----] engagements

"@SERobinsonJr @MuonSpace Can cost up to $1M per year per satellite to use third party down link capabilities. Starlink provides cost savings and increased throughput. Requires sat builders to buy and integrate laser terminals so there is a default lock in for Starlink"
X Link 2025-10-21T18:14Z 17K followers, [----] engagements

"Yes this analysis wasnt intended to cover the MNO customer/partnership side of things. Just demystify the chip set component of the story. Our team does weekly analysis only have so much time. customer acquisition strategy is maybe the biggest differentiator between these two in the long run (5 years). And as far as i can tell it doesnt seem like DTC is a winner take all/most market. Seems likely there will be a place for both models imo"
X Link 2025-10-25T20:32Z 17K followers, [---] engagements

"The people that created the red lines are blaming the people that created the blue lines The AI backlash is here. This post has a million views. People hate technology. They hate innovation. They see that it is coming for their jobs. Coming for their way of life. Innovation is asking them to do more work. To spend nights and weekends learning about AI and The AI backlash is here. This post has a million views. People hate technology. They hate innovation. They see that it is coming for their jobs. Coming for their way of life. Innovation is asking them to do more work. To spend nights and"
X Link 2025-12-24T17:05Z 17K followers, 969.5K engagements

"2026 will see a lot of articles commenting on SpaceX's orbital data center (ODCs) plans. like this one most will contain little to no depth reference expert skeptics and certainly zero first principles. I'd highly suggest arming yourself with actual math and physics backed information. We've dedicated 100+ hours over the last [---] months to understanding this topic and specifically SpaceX's role in it. These are our top [--] analyses on ODCs that you may want to spend the time to understand. - Cooling/Radiators analysis (most popular): - Location of first ODCs: why SSO matters - Energy breakeven"
X Link 2026-01-20T15:54Z 17K followers, 692.1K engagements

"Cathie discussing SpaceX convergence on orbital data centers and reusable rockets with Peter and friends. Ark and team deserve a ton of credit for not only recognizing that last year was the right time to begin diving deep into SpaceX modeling but also for being so generous with crediting us for the help that we provided. Every single time Cathie discusses the open source model she goes out of her way to mention that it was a collaborative effort with Mach33. In my experience Ark is a high character organization and Im proud to work with them. Thank you for giving us a shot early on. Im very"
X Link 2026-01-31T20:05Z 17K followers, 5.9M engagements

"Id like to announce my intention to invest up to $500 into transforming reusable rocket technology. French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change initiatives. LOL. https://t.co/iXr9OExUEF French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the"
X Link 2026-02-06T12:00Z 16.9K followers, 558.7K engagements

"It really feels like grok translations (and I assume algo) have brought like minded communities closer and allowed for good ideas to spread faster. HW. . DC / . DC TCO HW. . DC / . DC TCO"
X Link 2026-02-08T12:47Z 17K followers, 13.6M engagements

"David Friedberg on All-in this week asking about what happens if Elon is successful with space data centers. What stuck out to me is he frames his question on China as if they arent already pursuing this. Similar to energy generation investment at large China is ahead of space data centers (from a national planning and commitment perspective). Obviously China has several national champions pursuing different strategies and launched early tests on their Three Body Problem Compute Constellation over [--] months ago. Its a bit surprising how few even know that simple fact. I think it would help the"
X Link 2026-02-08T17:03Z 17K followers, 21.6K engagements

"Big Mass driver on the moon would speed colonization up on Mars I assume. Mars will start in [--] or [--] years so will be done in parallel with the Moon but the Moon will be the initial focus Mars will start in [--] or [--] years so will be done in parallel with the Moon but the Moon will be the initial focus"
X Link 2026-02-09T12:28Z 17K followers, 427.5K engagements

"@X111LVX @elonmusk In this context methane for starships"
X Link 2026-02-09T14:04Z 16.9K followers, 17.8K engagements

"What Ive learned today is that making humanity multi-planetary is kind of a thankless job. @farzyness The priority shift is because Im worried that a natural or manmade catastrophe stops the resupply ships coming from Earth causing the colony to die out. We can make the Moon city self-growing in less than [--] years but Mars will take 20+ years due to the [--] month iteration @farzyness The priority shift is because Im worried that a natural or manmade catastrophe stops the resupply ships coming from Earth causing the colony to die out. We can make the Moon city self-growing in less than [--] years"
X Link 2026-02-09T18:59Z 16.9K followers, 131.9K engagements

"Earths AI infrastructure is hitting a wall. On February 2nd SpaceX announced it would acquire xAI in an all-stock deal valuing the combined entity at $1.25 trillion. The move instantly raised http://x.com/i/article/2021644490168029184 http://x.com/i/article/2021644490168029184"
X Link 2026-02-11T20:44Z 17K followers, 154.2K engagements

"If you're a journalist interested in telling a balanced narrative and want the 'pro' orbital data centers logic/math we've made it VERY VERY easy. These articles are all open and ungated. You can just grok them if you need help parsing the numbers. Please take the time to understand the math and physics behind the pro case before publishing the skeptic case as fact. Launch limiters and initial math - Energy Cost from space - Location for ODCs why SSO - Debunking the cooling/radiator problem - The ODC landscape/China's role - explaining the Chips for ODCs - We take pride in anchoring our"
X Link 2026-02-12T16:17Z 17K followers, 1.1M engagements

"Listen I dont normally make guarantees but I feel confident in saying there is 0% chance that SpaceX outsources launches for its own constellation. How SpaceX can realistically scale to [--] million satellites in orbit: Itll be their satellites but they dont have to put them up themselves . they can outsource "There's going to be many rockets going up and it'll be a daily occurrence. @JosephAlagna2 Buttonwood https://t.co/xMnyOXP9pV How SpaceX can realistically scale to [--] million satellites in orbit: Itll be their satellites but they dont have to put them up themselves . they can outsource"
X Link 2026-02-12T23:18Z 17K followers, 106.6K engagements

"I appreciate amuse for taking the time to understand and articulate. He does a good job of framing the logic all into one easy to digest article. In a world where we increasingly save time by offloading critical thought to tribalism and doomerism I believe its important to do the (epistemic) work. Underwriting an optimistic future is far harder than handing over decision making to pessimists masquerading as intelligent skeptics. AI is accelerating our ability to understand and research complex topics. Leverage it to understand complex technologies physics and how bright the future can be."
X Link 2026-02-13T13:01Z 16.9K followers, 17.9K engagements

"BREAKING: Elon appears to confirm that he intends to launch his own constellations with SpaceX rockets instead of outsourcing"
X Link 2026-02-13T16:55Z 17K followers, 265.4K engagements

"RT @joseph_ibeh1: [--] stages of orbital data centersdeny deny deny mock regulate"
X Link 2026-02-13T18:05Z 16.9K followers, [--] engagements

"RT @elonmusk: Starlink now at [--] million active users"
X Link 2026-02-13T23:19Z 16.9K followers, 12.5K engagements

"We will conquer the stars the AI needs it Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy"
X Link 2026-02-14T16:21Z 17K followers, [----] engagements

"Space Data Centers: one of the last remaining mental hurdles for us was the 100w/kg power density because we've been stuck in the Starlink sat paradigm and kept coming back to roughly a 10w/kg number. the 10x gap seemed unrealistic. It's important because power density drives nearly everything of consequence in the models from usable compute to launches required to timeline. That's why we kept coming back. Turns out when 'optimizing' payload mass fractions there is A LOT more impact than the word 'optimize' normally implies. Aerospace engineers of course already know this. not to mention"
X Link 2026-02-14T16:53Z 17K followers, 20.7K engagements

"Intelligent Humanoids are the space unlock for humanity. Its the key reason Moon/Mars and beyond arent just wishful thinking in the next [--] years. @CathieDWood @ARKInvest @Tesla It will begin to transform things in [----] be obvious in [----] and have a massive impact by [----] @CathieDWood @ARKInvest @Tesla It will begin to transform things in [----] be obvious in [----] and have a massive impact by 2029"
X Link 2026-02-14T17:20Z 17K followers, 76.8K engagements

"The planet colonizing playbook will look something like: 1) send a starship to planet with starlinks and sensors to do detailed mapping and reconnaissance. 2) send a small group of starships with Optimi (plus solar) and small starthink constellation - this will support detailed planning and robust intelligence boost to Optimi when/if needed. 3) send larger wave of Optimi plus infrastructure for humans (habitats ISR fuel ISR oxygen etc) 4) send humans. You can shave or combine a step or two depending on how fast you wanted to go. https://twitter.com/i/web/status/2022738566200332531"
X Link 2026-02-14T18:23Z 17K followers, 67.6K engagements

"Does this sound like were likely to hit an AI demand plateau soon Or that there is no actual productivity lift If you and/or your org use AI daily this doesnt surprise you. But airtime is regularly given to non-frontline folks implying or outright arguing that AI isnt actually creating productivity gains. This all points up. Like 1000km up to the Dawn Dusk Halo"
X Link 2026-02-14T22:12Z 16.9K followers, [----] engagements

"Weve done the detailed math on this. The core threshold is hitting $300/kg payload. This can be done with only a reuse or two of a full vehicle or several reuses of a booster and no reuses of a starship. Its much closer than most realize from a breakeven cost perspective. Scaling up to 1M requires quite a few more vehicles and reuses. Once that first threshold is achieved power density plays a critical role in many areas. https://twitter.com/i/web/status/2022808789175668944 https://twitter.com/i/web/status/2022808789175668944"
X Link 2026-02-14T23:02Z 16.9K followers, [--] engagements

"I think we are collectively underestimating how much dumber the financial communitys takes on SpaceX can get over the next [--] months. The incentives encourage shallow breadth of understanding ultra short term thinking and gotcha skepticism A slim minority will do the work necessary to be able to speak competently on the topic. https://twitter.com/i/web/status/2023122791113818304 https://twitter.com/i/web/status/2023122791113818304"
X Link 2026-02-15T19:50Z 17K followers, 202.6K engagements

"@beffjezos Terrestrial (and beyond) Ai and connectivity infrastructure does seem like a pretty big TAM"
X Link 2026-02-15T20:44Z 17K followers, [---] engagements

"Silicon (and other substrate) crystal growth is one of in-space manufacturings lowest hanging fruit. Crystals can be grown in microgravity to be larger and with substantially less defects improving yield substantially. Probably not what they try to do right out of the gates. But would expect them to pursue some tests once they perfect it on the ground. Particularly with substrates that are more expensive on the ground. 🚨Breaking: SpaceX is hiring Silicon Crystal Growth Materials Scientists to rapidly bring online silicon ingot and wafer fab pilot lines to develop and refine recipes for"
X Link 2026-02-16T12:13Z 17K followers, 18K engagements

"In context of Tesla's 100GW solar build out: this seems like a pretty significant assumption on MS's part. Space use case is quite specific and SpaceX has been clear about building 100GW themselves. Solar for space and earth while principally the same are very different particularly in supporting structure requirements. My hunch is that 100GW from Tesla solar can and will be used on earth. Robotics (cars and humanoids) will take a lot of power not to mention there will still be plenty of demand for data centers on earth. Or what am I missing"
X Link 2026-02-16T17:15Z 17K followers, [----] engagements

"@CarolinAramburo Elon Florida Man action figure sold separately"
X Link 2026-02-17T16:44Z 17K followers, [--] engagements

"This tech optimism is contagious. Space is here. Too much progress happening at the same time not to be. If you dont believe me talk to a few space tech founders. My latest: (no paywall): 👽 Why Congress' big UFO hearing made me more positive about faster human progress https://t.co/8jZ6VGbPAK My latest: (no paywall): 👽 Why Congress' big UFO hearing made me more positive about faster human progress https://t.co/8jZ6VGbPAK"
X Link 2022-05-26T02:05Z 17K followers, [--] engagements

"10M customers and we still have another 40% of the constellation to update to V2mini. Then V3 beyond that. Starlink now at [--] million active users Starlink now at [--] million active users"
X Link 2026-02-14T01:53Z 17K followers, 136.1K engagements

"@AbdalrhmanHdad6 I think they are assuming Tesla would sell the panels to SpaceX for their sats"
X Link 2026-02-16T17:25Z 17K followers, [---] engagements

"I think it speaks volumes where xAI has chosen to put its priorities. Its constantly judged against Anthropic and OpenAI in context of consumer and enterprise productivity users. If they wanted to compete there they wouldnt be devoting resources Grokipedia Scaled Compute (on and off world) X algorithm and critical defense programs. I wont pretend to fully understand this suite of priorities but its definitely not the same set as its competitors. Understanding the Universe probably isnt measured in Monthly Active Users. BREAKING: SpaceX and xAI are competing in a secretive new US Pentagon"
X Link 2026-02-16T18:48Z 17K followers, 24.7K engagements

"@BarrakAli Billion dollar question. Its a march of nines. On the side of the technician it seems like most humans still wont do the work to even prompt well. For now it seems like the properly motivated technician can build a massive massive lead. But"
X Link 2026-02-17T18:01Z 17K followers, [--] engagements

"it's probably worth mentioning that power density becomes important after reusability is more or less solved. I'm highly confident spacex team will do that so this analysis comes downstream of that"
X Link 2026-02-14T18:00Z 17K followers, [----] engagements

"SpaceX is painfully serious about space data centers. They have a cyclotron to test their flight hardware. Its not only data center hardware that benefits from this ramp up in testing cadence. But its not a huge leap to assume that there will be some data center chips headed there as well. If you want data centers in space you need radiation-tolerant chips. Specifically chips that survive both: a cumulative "total ionizing dose" (TID) bit-flipping energetic particle strikes (SEE) The latter is scariest. Google tested its Trillium chips and found that the https://t.co/A3BBaDyIlH If you want"
X Link 2026-02-17T18:24Z 17K followers, [---] engagements

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