161–170 of 219 posts
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My corporate firewall blocked this due to it being a newly registered domain. So I can't even see it, I care less about "vibe coding" but it sounds like someone registered a domain just to get attention on their amazing take about why they think they're qualified to tell the world the future.
Next time they should run it by your company before they decide to create a new domain.
Using Tesla as a reference point for compounded stock value is interesting. From a price/earnings point of view, it's still sort of a meme stock.
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My corporate firewall blocked this due to it being a newly registered domain. So I can't even see it, I care less about "vibe coding" but it sounds like someone registered a domain just to get attention on their amazing take about why they think they're qualified to tell the world the future.
It's funny it concludes "A line is not a law" while the entire page is just lines and charts. If you didn't know anything going in, SpaceX might as well be a company selling toilet paper for all you learned. I've got no idea what a share of SpaceX is worth today or 14 years from now, but fully reusable rockets are going to be one of the most important engineering achievements in human history, and SpaceX appears far…
I am upset that I am forced to either rebalance out of NASDAQ and incur significant tax consequences, or bet that SpaceX is about to become nearly 10 percent of GDP and keep exceptional margins while doing it. I would not voluntarily take that bet, but we have regulatory and financial engineering nearly forcing me to do so.
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I was thinking about this lately as well. If you break down their plan of launching a LOT of solar panels into space and strapping a GPU cluster to it. It's not _that_ crazy now. Prices for solar panels have dropped 90% in the last 10 years. Price per kilo to Low Earth Orbit has dropped ~50% in the last 10 years. SpaceX's entire plan is to keep dropping both of these prices down even more with massive solar panel / s…
Well outside my field, but I was under the impression that getting the energy into the GPU (solar) was not the problem. The problem is getting the heat out. It takes a lot of surface area to radiate out the heat that GPUs produce. Maybe it ends up economical, but just having it in space adds in a bunch of challenges, not least that once it's up there you can't send in a technician to troubleshoot. And if solar panels…
Because you need batteries then.
Earlier quoted context omitted.
> Donald Trump said “I love the inflation” after new data showed that inflation jumped to an annual rate of 4.2% in May, the third consecutive monthly increase since the start of the Iran war and a three-year high. https://www.theguardian.com/business/2026/jun/10/inflation-r... You may be on to something...
I try to be skeptical about quotes, especially when they affirm my preconceptions. So here's the surrounding material: “You know what I really love? I love the inflation. You know why? Because as soon as this war is over, you know I can say it now ... you know we’ve been taking out millions of barrels of oil. Nobody knows it. You know who doesn’t know about it? Iran, until right now.” OK then.
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It's funny it concludes "A line is not a law" while the entire page is just lines and charts. If you didn't know anything going in, SpaceX might as well be a company selling toilet paper for all you learned. I've got no idea what a share of SpaceX is worth today or 14 years from now, but fully reusable rockets are going to be one of the most important engineering achievements in human history, and SpaceX appears far…
The number of implicit biases, assumptions, and unsubstantiatable assertions packed into that extremely confident sentence is frankly kind of impressive.
We have no idea how important reusable rockets will end up being, because we have no idea of what the future potential (economical or otherwise) space travel will have. Even Musk’s oft repeated (supposed) personal motivation for space travel (“protection of the species”) will ultimately hinge far more on other, far more important (and as of yet unrealized) technologies than reusable rockets.
Not to mention your implicit comparison of reusable rockets to literally every other extant technology. I mean really - transistors? The written word? RF comms? Indoor plumbing??
It's funny it concludes "A line is not a law" while the entire page is just lines and charts. If you didn't know anything going in, SpaceX might as well be a company selling toilet paper for all you learned. I've got no idea what a share of SpaceX is worth today or 14 years from now, but fully reusable rockets are going to be one of the most important engineering achievements in human history, and SpaceX appears far…
Earlier quoted context omitted.
Reserve currency status is already doomed it's a matter of when not if
People have been saying this for decades now. In 1999 the dollar was ~55% of the global foreign exchange reserves. In Q4 of 2025 it was at ~56%. https://en.macromicro.me/collections/23654/dedollarization/1...