Maxinomics

1.2K posts

Maxinomics banner
Maxinomics

Maxinomics

@maxinomics

Follow the money ▫️https://t.co/SzK8imsCzU ▫️by @phlndrws & @morningbrew

California शामिल हुए Haziran 2021
183 फ़ॉलोइंग27.7K फ़ॉलोवर्स
Maxinomics
Maxinomics@maxinomics·
Space has the properties of things that become bubbles
English
1
4
40
8.5K
Maxinomics
Maxinomics@maxinomics·
You could make a lot of money counting cars if you had access to one of the 200 satellites that could do it
English
8
10
277
10K
Maxinomics
Maxinomics@maxinomics·
@dylan522p It's been better since at least February. Pairing Codex with Cursor for execution is what I recommend to everyone
English
0
1
4
1.6K
Dylan Patel
Dylan Patel@dylan522p·
Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fable Got refusals for nonsensical reasons Got pissed off at Anthropic Gave Codex a legitimate try Now they actually prefer it to 4.8 Opus
Dylan Patel tweet media
San Francisco, CA 🇺🇸 English
97
111
2.2K
711K
Maxinomics
Maxinomics@maxinomics·
The SpaceX valuation fight has two sides, and one of them is about to be spectacularly wrong Bears: 100x revenue is insane Bulls: near-monopoly on launch + two businesses that grow forever Both have a point, both can't be right
English
19
10
145
35.7K
ThatAsianGuy
ThatAsianGuy@xTimmmmy·
@maxinomics your content is so much fun to watch that I tell at least 2 people per day about it.
English
1
0
11
283
Maxinomics
Maxinomics@maxinomics·
The real reason SpaceX is worth $2,000,000,000,000
English
20
34
291
19.8K
Maxinomics
Maxinomics@maxinomics·
@GlassLensRes Won’t run out. The strait is leaky and Gulf countries are moving heaven and earth to construct pipelines around it
English
0
0
2
49
Maxinomics
Maxinomics@maxinomics·
It will be nearly impossible for inflation to keep climbing if oil continues to fall Sets up an interesting psychology for consumers and investors if gas/diesel do what looks most likely: round trip to their pre-war price
Art Berman@aeberman12

The global oil system has offset almost 90% of Hormuz barrels 17.5 mmb/d has been offset with bypass pipelines, reduced Chinese imports, increased US export, SPR releases & demand destruction #Oil #Hormuz #EnergyMarkets #CrudeOil #DemandDestruction #EnergySecurity #Commodities

English
3
2
23
2.3K
Maxinomics
Maxinomics@maxinomics·
@I_am_josjoe Maybe, but odds are that hitting the criteria means the business is growing significantly
English
1
0
0
24
JOS JOE
JOS JOE@I_am_josjoe·
@maxinomics Or at a much lower price. You know like a market.
English
1
0
0
16
Maxinomics
Maxinomics@maxinomics·
Sets up the S&P 500 to potentially be forced buyers down the road at a higher valuation and much larger percent of the index Rules are rules but interesting setup for investors and traders who will absolutely front run inclusion if it become obvious SpaceX hit the requirements
Eric Balchunas@EricBalchunas

SHOCKER: S&P 500 will NOT fast track SpaceX. So it will take AT LEAST a year, probably more. This is wild considering every other big boy index is 5-15 days. This could create significant return dispersion bt 'passive' indexes. Choose wisely.

English
4
0
22
5K
Maxinomics
Maxinomics@maxinomics·
@DChexs Planet Labs. This is exactly the product they offer, though it’s not free
English
1
0
2
89
DChex
DChex@DChexs·
@maxinomics Legit question, when can I get Google maps quality satellite images refreshed daily? Hourly? I know the EU has the Copernicus project but the quality is so low it often isn't helpful. In my work I would often like to know exactly what day real estate work began.
English
1
0
0
66
Maxinomics
Maxinomics@maxinomics·
There are only a handful of perfect orbits above Earth. Once they're claimed, they're gone for good
English
4
7
77
3.1K
Maxinomics
Maxinomics@maxinomics·
Mine → smelter → factory → your door Every pipe in the American economy is full right now
English
3
5
32
1.6K
Maxinomics
Maxinomics@maxinomics·
In a bit of irony, this is exactly what happened to Tesla in 2020. As soon as it was clear they had four quarters of profit and SPX would be going against it's own rules to not include them the stock was full bid, it tripled over the five up to the add date Granted this was stimmy/covid era so wasn't purely inclusion but was a major factor
English
1
0
11
1.4K
Maxinomics
Maxinomics@maxinomics·
@GlassLensRes I will take a look. What are the odds this makes it past anti-trust?
English
1
0
1
40
Donni Honig
Donni Honig@DonniHonig·
Oh he's about to drop a banger video.
Maxinomics@maxinomics

SpaceX doesn’t sell rockets. Rockets are the factory Launch evolved from the core product to an operating expense for building and running whatever products SpaceX wants to put into orbit. Starlink already proved the model works If orbital data centers prove to work the way many smart people are suggesting, SpaceX gets the highest-margin compute that exists… defended by a launch monopoly no one can match That's how you get to this valuation and that's why it's hard for a lot of people to swallow. What you're buying is a call option on orbital data centers working, not revenue generated from launch or even Starlink

English
1
0
4
659
Maxinomics
Maxinomics@maxinomics·
Correction, Mr Beast makes $24mil per month in AdSense. The circled number does not account for video sponsors
English
1
0
16
1.2K
signüll
signüll@signulll·
mrbeast makes ~$24m per month from youtube alone, that doesn’t including sponsorships or anything else on just one of his many many channels. that’s ~$300m are on just one channel from youtube revenue sharing alone. his entire business is likely more then >$1b arr at this point. wouldn’t be shocking to see him as the first creator to go public at some point.
signüll tweet media
English
133
29
1.2K
236.5K

खोजें

@fatsoenspolitie @dylan522p @xTimmmmy @GlassLensRes @I_am_josjoe @DChexs @elonmusk @BarackObama