Bron🛸 retweeted
cant make this shit up tonight I opened X, saw a plane hit the ground at 200000 mph, a detroit lions players get horribly injured, an old video of the tsunami destroying japan, a cop get shot, and a post about cancer in <<<< 5 minutes (not an exaggeration). immediately got sad. will be ruminating for a while. love this app. love what social media offers the world. but holy shit if you dont think sitting on these apps all day can negatively impact your mood then youve really gotta take a look in the mirror.
Crazy things have happened every single day for the entire history of mankind. The only difference is this is the first time in history you have an engagement-based feed shoving them all in your face 24/7. There are 7 billion-plus people in this world, 5 billion of whom have cell phone cameras. The world is crazy. You are not supposed to, nor should you, expose yourself to every morbid event going on in this world. The people that promulgate these events are incentivized to do so via ad revenue, engagement, etc. I'm all for keeping an ear to the ground and staying aware of what's going on in this world, but youve got to differentiate between signal and bait.
Bron🛸 retweeted
Over the last week I built a bottoms up SpaceX financial model through the end of 2028
The numbers that came out are insane
There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated
* This is not investment advice!!!
** Sequoia is a major SpaceX shareholder
*** Past performance is not indicative of future results
Scary, but never doom.
Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer.
Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war.
To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha.
The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people.
And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final.
We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it.
Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made.
They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making.
One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
Bron🛸 retweeted
Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer.
Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war.
To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha.
The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people.
And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final.
We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it.
Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made.
They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making.
One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
Bron🛸 retweeted
"It's easier to pretend we didn't *actually* go to the moon than it is to accept we live in the ruins of a more advanced society that briefly appeared in the 20th century"
Bron🛸 retweeted
Name one? How about a few?
Rockefeller lowered the cost of kerosene through efficient refining and distribution.
Ford made automobiles affordable through mass production.
Carnegie reduced steel production costs through industrial innovation.
Walton lowered retail prices through bulk purchasing and efficient logistics.
Dell made computers cheaper by eliminating retail intermediaries.
Kamprad made furniture affordable through flat-pack manufacturing and distribution.
Bezos intensified retail competition through Amazon.
Koum made international messaging practically free through WhatsApp.
Page and Brin made search, navigation, email, and translation available without direct charges.
And that's barely scratching the surface.
In fact, it would be considerably more challenging to find a billionaire who earned their fortune through voluntary trade without lowering costs, improving quality, increasing productivity, or making something more accessible.
That's how fortunes are generally made in competitive markets. You create value for others, and the more people you serve, the greater your potential reward.
You don't even have to buy from these businesses to benefit. Their competitors must improve their offerings or risk losing customers.
These clout chasers destroy their credibility daily without so much as flinching.
They enjoy the accumulated benefits of capitalist innovation while confidently demanding evidence that any of it ever happened.
The economic illiteracy would be impressive if it weren't so commonplace.
Bron🛸 retweeted
You can reasonably believe this will be delayed from Elon’s 2-3 timeline. But it’s increasingly unreasonable to believe this won’t happen within 5 years and even more so within 10. Google just wrote a haiku with their mini TPU datacenter in space. And are stringing two together to create coherent clusters in their next mission. Blue Origin is hiring for project sunrise. Nvidia is dedicating resources to StarMind racks and space dedicated chips. 6 months ago there was an argument to make that it was just lip service. But there are actually investments being made (outside SpaceX) and results being seen.
You may not intuitively get it because it’s space but it’s happening. And it’s much sooner than you think.
Replying to @SPCX100T
Terrestrial compute will be peanuts compared to orbital compute.
Orbital compute deployed per month probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.
"You can teach restraint to a courageous knight...but you can never make a timid knight brave."
on evaluating trader talent
Steve Cohen: "I'm looking for people who are not afraid to take risks. One of the questions I ask is: "Tell me some of the riskiest things you've ever done in your life." I want guys who have the confidence to be out there; to be risk takers."
just the objectively correct answer...distribution/bell curve skews the other way, far more "play it safe" out there
and attitude here only works in one direction, like the old truism: "You can teach restraint to a courageous knight...but you can never make a timid knight brave."
Bron🛸 retweeted
Turns out if you increase productivity there is a demand for labour.
AI doomers in shambles.
Builders are in demand
Job postings, past 12 months:
- Engineering +30%
- Software dev +26%
- Manufacturing +13%
Charts of the Week: a16z.news/p/charts-of-the-we…
Bron🛸 retweeted
"...we should be actively goading more billionaires into spending on irrational, high-variance projects that might actually advance civilization. No one cares about your Loro Piana. If you've built an empire, the best possible use of it is to burn its capital like a torch and light up a corner of the future. Fund the ugly middle. Pay for the iteration loops. Build the cathedrals. This is how we advance civilization..."
Bron🛸 retweeted
일론이 미칫듯이 gpu사는 이유는?
1.상황
마이크로소프트가 엔비디아 칩만으로 약 320만,
메타 약 180만,
아마존은 엔비디아 140만에 자체 칩 Trainium 100만 을 더해 약 240만,
오라클 약 100만,
코어위브 약 83만이야.
구글은 엔비디아 120만에 자체 TPU 380만을 합치면 약 500만으로 제일 큼.
이 기준에서 xAI는 2025년 말 약 55만으로 뒤처져 있었어.
그걸 1년 만에 뒤집는 중.
랩 단위 사용량으로 보면 오픈AI가 약 174만으로 1위인데
전부 빌려 쓰는 거야.
앤트로픽도 약 119만을 전부 임차해.
반면 일론은 직접 사서 직접 짓는 유일한 축에 가까워.
단일 데이터센터 기준으로는 콜로서스 2가 이미 세계 최대야.
H100 환산 약 111만 규모로,
마이크로소프트 Fairwater 애틀랜타 약 77만,
구글 약 76만, 메타 Prometheus 약 68만을 앞질러 있어.
메타도 Prometheus를 100만 개로 키우는 중이라고 10월에 공식 발표했어.
2. AI 주가 보면 위축인데 왜 일론은 미친 듯이 사느냐??
전제부터 조금 다르게 봐야 해.
위축된 건 수요가 아니라 남의 돈줄, 즉 빌리는 비용이야.
조달 목표를 낮춘 건 오픈AI고,
아마존은 연간 capex 2,200억 달러를 유지했고
앤트로픽 S-1은 수요 폭발을 보여줬어.
3.일론이 계속 사는 이유는 네 가지야.
첫째, 그에게 GPU는 비용이 아니라 매출 자산이야.
앤트로픽에 월 12억 5,000만 달러,
구글에도 컴퓨팅을 빌려주고 있어.
어제 본 All-In 장표 기준으로 감가상각을 빼도
마진이 80%가 넘는 장사라,
사면 바로 현금이 되는 구조야.
둘째, 내부 수요가 겹쳐 있어.
Grok 학습과 추론만이 아니라 테슬라의 FSD,
옵티머스, 로보택시까지 한 지붕 아래서 컴퓨팅이 필요.
셋째, 학습 컴퓨팅 규모가 곧 모델 순위야.
여기서 속도를 늦추면 프런티어 경쟁에서 탈락하니까 멈출 수가 없어.
넷째, 돈줄의 구조가 달라.
스페이스X 상장으로 조달한 자금과
스타링크 현금흐름이 있어서,
오픈AI처럼 투자 라운드 눈치를 볼 처지가 아니야.
그리고 물량 자체가 무기인 국면이야.
엔비디아 배정도 메모리도 전기도 줄 선 순서대로 배정되니까,
지금 안 묶어두면 2년 뒤에는 돈이 있어도 못 사
지금 돈 주고 사는이 나중에 승리를 할 가능성이
높아지니까 미친듯이 구축하는 중.
그리고 마지막으로 지상에서 돈 빌려 짓는 싸움이 불리하니, 전장을 우주로 가져간다.
궤도 데이터센터는 일론이 내놓은 답 자체임.




































