Aaron Mehdizadeh

@bryce This IPO is one of the largest transfers of wealth ever. If anyone thought wealth inequality was bad before just wait.

“This IPO creates more exit value than every VC-backed IPO of the last decade combined”

@BoBbyPleWniaK Yeah no options will be available that quick

Thoughts on SpaceX shares I put in an order for a 4% allocation of our net worth. If I get any shares, I’m taking the pure gamble — total speculation on a potential squeeze. I’m okay entertaining that kind of lottery ticket. Not worried at all about getting “banned” from future IPOs. If I catch a good gain I’ll take the win and wait for options to open (which I’m hearing should only be a day or two). If I get shares at $135, I’ll immediately start selling calls — either at 135 or ATM if we’re trading higher once available. Premium should be absolutely juiced and I plan to sell as much as I can. If I don’t get allocated at $135, I’ll watch IPO day and decide whether to buy then. I’d rather wait for options to open so I can sell calls on shares and potentially short puts as well. Classic degen move, but one I’m comfortable with.

@FusionptCapital Hahaha

E-TRADE TO ALLOW HOMELESS IN SELECT PARTS OF SOUTHER CALIFORNIA TO BUY SPACE-X IPO NO ACCOUNT MINIMUM REQUIRED

@SawyerMerritt @SpaceX This is the correct move

Wow, the S&P Dow Jones Indices has just officially announced that they will NOT be changing their inclusion rules to make it easier for “MegaCap” companies (such as @SpaceX) to be fast-tracked into the S&P 500. Their reasoning: "S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market. No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family." This means that the earliest @SpaceX could be eligible to be added to the S&P 500 would now be June 2027. The requirements that will now remain in place are: • No changes to S&P 500 eligibility rules for mega-cap companies. • Mega-cap companies will still need to wait 12 months after their IPO before being considered for S&P 500 inclusion. • S&P will not waive profitability requirements for mega-cap companies. The company must have positive GAAP net income in the most recent quarter, and the sum of the most recent four consecutive quarters. • S&P will not waive minimum public float requirements for mega-cap companies. At least 10% of a company's shares must be publicly tradable ("free float"). The S&P rejected proposals that would have: • Reduced the IPO seasoning period from 12 months to 6 months • Waived profitability requirements • Waived minimum public float requirements

@rajuvamsi007 This is spot on The pair trade is long Tesla short SpaceX. When SpaceX Falls over the next three months, it will still be valued, rich enough to change the EMF (Elon Magic Factor) of Tesla Another way to think about this is Tesla gives you a better cost per unit of Elon

SpaceX IPO Plan: 1. Sell $TSLA at $450 before June 12, 2026 2. Request SPCX shares at IPO price of $135 3. Wait for 5 days and sell SPCX at $175 4. Buy $TSLA at $400 on June 19, 2026 If you start with 222 $TSLA shares ($100k portfolio)the end result on 06/19/2026 should be 324 $TSLA shares! Thoughts? 🤔

@elonmusk @DallasAptGP @SawyerMerritt Most people don’t know this, but Texas charges property taxes on all personal property You store in the state. They will literally just send you a tax bill based on an estimate of the value of your inventory and good luck fighting it.

Something that perhaps isn’t clear is that, if this location works out (other locations are still in the running), SpaceX will still be paying an annual amount that increases tax revenue for Grimes County by ~25% and will be by far the biggest source of revenue for the county. Taking into account taxes paid by SpaceX employees and contractors, Terafab will far exceed ALL revenue that Grimes County currently earns! The reason SpaceX asked for this, which is standard practice for massive capital investments, is because Terafab will have a large number of extremely expensive machines for making chips. Property tax on these crazy money machines would put us at a serious competitive disadvantage relative to other chip fabs in the world.

Today, SpaceX received approval from Grimes County, Texas for huge tax breaks for the company's Terafab project. The tax abatement would give SpaceX a full exemption on property taxes tied to the project. County leaders have framed the Terafab proposal as a potentially transformative moment for Grimes County. Judge Joe Fauth called it a “generational change." Grimes County commissioners voted 4-1 to grant the company a tax increment reinvestment zone and tax breaks for the $55 billion project east of College Station. More info: finance.yahoo.com/economy/policy…

@VaderResearch Why would you need an EDU3 instead of an EDU2?

Economics of Humanoids Dancing 💃 You've likely seen robots dancing before So how much does it cost to get them dance? 🧵 1 Unitree G1 costs $14k Yet with a G1 you are limited to 3 dance sequences only If you want to use your own dance sequences You need to buy a G1 EDU (developer version) 1 Unitree G1 EDU3 costs $67k There are 8 G1s in this video thus 8x$67 = $536k This is the capex, lets look at wear & tear G1s are fragile There is a high chance the parts break during dancing Every performance comes with rehearsals & testing The more performance, the higher chance for breaking Spare parts are as expensive as the main robot Lets look at the additional costs You need to hire dancers to record choreography Have in-house devs to retarget that into the robot Have technical crew at the stage ensuring all is well Then logistics of moving the robots back and forth 1 G1 weighs 35kg, 8 G1s weigh 280kg Once you add up the costs And consider the risk of G1s breaking during dance You realize that G1s are overkill for dancing Yet ironically today the best G1 real life use case is DANCING Cause they are not fit for neither retail nor industrial

@DallasAptGP Awesome!

The hard part of running 8,000 apartments is not the apartments. It is getting 180 people to share the same data and do the right thing at the right time. Today we replaced six software logins with one. A few months ago I shared that we were building the backbone of our company with AI. This morning it went live across the whole company. Here is what we built and why it matters. Savoy invests, develops, builds, and manages Texas apartments. Four functions under one roof. Most operators outsource three of them. That coordination is the whole game in vertical integration. Without it, you are four separate companies under one name. No SaaS product ties the four sides together. Every tool we run is a silo. ResMan tracks leases. Procore tracks construction. Sage tracks the books. LoanBoss tracks the debt. Juniper Square holds investors. ADP holds the people. Six tools. Six logins. None of them talking to each other. Our team wasted real hours bouncing between them just to answer simple questions. So we built the system that fixes it. We built it in months, inside our own Microsoft environment, with AI. Two years ago this would have cost more than a million dollars and a year of outside developers. APIs pull data from every tool into one place. Contracts, insurance certs, permits, entity records, investment memos. The things that never had a home now live in the system as well. Every employee opens a custom dashboard and a daily to-do list pulled from live data. Same data. Different views. Permissions scoped to the role. There is an AI assistant inside it. Anyone can ask in plain English and get an answer from the data that person is allowed to see. Nothing more. When a loan covenant gets close. The system flags it before the bank does. An investor asks for last quarter's distribution. The answer takes ten seconds. We did not build this to show off technology. We built it because you cannot be the best at investment, development, construction, and property management at once without a system that ties them together. The next wave of multifamily software will not be built by software companies. It will be built by the operators who use it.

@alexstein99 Wow! Brutal roast

Roasting the Mayor of Dallas for Letting the Stars & Mavs Move Out of Dallas!

@BartronPolygon @cixliv This is what we do!

@cixliv Unitree and Bar Mitzvah entertainers have 12 months to capitalize on this before the novelty wears off and the robots pivot to logistics and customer service.

We got dancing robots on America Got Talent. It is reaching the mainstream zeitgeist.

@JunYang1688 @ErenChenAI Yes this is what we do that’s why I was wondering

@rentbotsTX @ErenChenAI Unitree just provides the platform similar to buying an iphone . Chances are some other company has to teach the robots what to do.

Chinese Robots performing on US Talent show

@cixliv @REK Can I buy one??

R1s have arrived. Unboxing soon.

@yonann It’s really fucked

Pelosi Tracker founder says Anthropic could’ve turned his $10K into $180K, but insiders got the 18x before retail was allowed in "Anthropic was worth probably $100B max, I could have put in $10,000 and that 10 grand would be worth 18x, that would be worth $180,000" "but these companies stay private, they don't allow anyone to invest" "Anthropic, SpaceX, and OpenAI are all about to IPO" "they're creating carve outs to get into the S&P 500, the QQQs, and people's retirement accounts much faster" "because they're so high, now they go to retail and we're buying the top"

@futurenomics @ecatkins I’m in the wrong business

@ecatkins They did. Sequoia charged a placement fee north of 15% for a large block and it filled within 2 hours

Anthropic’s last round was apparently a bloodbath behind the scenes. A GP at a prominent fund had dinner with Dario three times before their allocation was slashed to zero. At least four other tier-one funds got pulled at the last minute. Their crime? Passing on the Series B, the hardest round Dario ever had to raise (led by Spark). In venture conviction is all that counts.

@LumosRobotics I’ll take one

100 FREE LUMOS NIX: LUMOS Robotics Officially Launches Project EDGE! LUMOS Robotics Founder & CEO Yu Chao officially introduces Project EDGE — inviting global builders, universities, robotics labs, and creative technologists to explore the future of humanoid robotics together. To supercharge the global developer community, we are providing 100 complimentary LUMOS NIX robots to selected global partners. Selected partners will receive: • Complimentary LUMOS NIX units • Open SDK access • Direct technical support From dynamic motion control to embodied AI applications, the stage is yours. If a LUMOS NIX showed up at your lab tomorrow, what’s the first thing you’d deploy on it? Let us know below! Welcome to Project EDGE. Apply now via our website. #humanoidrobot #robotics

So a ‘humanoid robot’ cleaned an apartment autonomously… but they won’t release video, and buried in the article is ‘remote human teleoperation.’ Cool PR stunt. Who’s funding this? 😂 Happy to eat my words if I’m wrong foxnews.com/tech/humanoid-…

@sama Exciting!

OpenAI Robotics is hiring, looking for exceptional full-stack hardware, ops, systems, and ML engineers to help us program and manufacture robots that are useful for society. AI should be able to help people in the physical world. In the short term, we are focused on robots to support skilled workers to build our future infrastructure; in the long term, we imagine everyone having a personal robot doing anything they need. Our world simulation research program, led by Aditya Ramesh (@model_mechanic), has evolved over the past year into OpenAI Robotics. Progress is rapid, and based on a foundation of co-design between robotics hardware and ML research. If you love working hands-on across the robotics stack and want to build the future, please consider joining us. Send an email with your background and evidence of exceptional accomplishment to: robotics-recruiting@openai.com

Kramer NO!! 😩 What happens when an unstoppable mass meets an immovable object

This AI slop is a danger to society