John Jared B (spot)🚀

NEWS: ASML CEO Christophe Fouquet singles out Starlink as one of the most fascinating chip demand drivers he sees in the market today. "We talk a lot about chips, humanoids and self-driving cars. But all those products have to be connected to data," Fouquet told Reuters. Starlink's satellite constellation requires chips at scale. As the network grows toward tens of thousands of satellites, it represents a significant and recurring source of semiconductor demand that most analysts overlook.

This was my favorite moment from Elon, Franz, and Lars yesterday. Elon: "I’ll tell you something, maybe at a fundamental level why the Model S/X succeeded, which is that, those cars were designed with love." Lars: "Absolutely." Elon: "That would be my advice for people out there who are making products or providing services, is do something that you truly love. Your customers will feel that love." Anyone who owns a Tesla knows exactly what he means.