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@danielbumsoe
Always in search for truth & value.. family #1. the stock market, Unc Tarheels, Tesla, and baseball dad. ๐. Unc/Nyc. #tarheelnation #tesla #warrenbuffett
nyc/unc ๊ฐ์
์ผ Mayฤฑs 2013
1.2K ํ๋ก์216 ํ๋ก์
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The Dems are not happy with Elon's offer to pay the salaries of TSA personnel.
Elon Musk@elonmusk
I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country
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You might disagree, but this tradition is one I love about Carolina!
I love we have a coaching lineage in the Carolina Family.
From Coach McGuire to Coach Smith to Coach Guthridge to Coach Doherty to Coach Williams to Coach Davis.
Thatโs 74 years of lineage.
Thatโs special.
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SPACEX: Major SpaceX shareholder, Fidelity Investments stated they see a viable long-term path for Elon's vision of AI data centers in orbit.
Karin Fronczke, head of global private equity investments at Fidelity, said in a Bloomberg interview "Conceptually it makes a ton of sense in the longer term to be thinking about data centers in space."
She added that the economics depend on Starship achieving full reusability and operating at scale to drive down launch costs.
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BREAKING: Apple is reportedly in talks with SpaceX for Starlink-powered satellite internet on iPhone 18 Pro.
New patent for seamless handovers enables continuous connectivity anywhere on Earth.
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I'm always surprised to see that cats are so good at fighting snakes. The snakes usually don't stand a chance. ๐ฅ๐ฅ๐ฅ
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Elon Musk just explained how Starlink moves the GDP of entire nations.
The formula is so simple it should embarrass every development agency on the planet.
Musk: โGDP is a function of average productivity per person.โ
Productivity per person goes up. GDP goes up. That is the whole equation.
Everything else is decoration.
And connectivity is the single largest lever on Earth for pushing that number.
Musk: โIf you donโt have access to the internet, or itโs too expensive or low bandwidth, you cannot access the MIT lessons and you canโt sell the goods and services that you produce.โ
No internet means no global knowledge. No global markets. No ability to sell to anyone beyond your village or learn from anyone outside of it.
The penalty is total. And it has nothing to do with the person serving it.
There is a child alive right now who is as intelligent as anyone who has ever walked the halls of MIT.
She does not know it. Nobody around her knows it. Because the coordinates of her birth have no connectivity. No library. No signal. No link to the world that would show her what she is.
She will grow old inside a ceiling that geography built for her. Not because of talent. Not because of effort. Because of a satellite that had not been launched yet.
Musk: โInternet connectivity is certainly a candidate for one of the things that would do more to lift people out of poverty than anything else.โ
Traditional infrastructure takes decades. Fiber has to be laid. Towers have to be built. Permits have to be approved. Capital has to be attracted to regions that cannot attract it.
Starlink bypasses all of it from orbit. No cables. No permits. No waiting for a government to prioritize your village. A dish goes up. Isolation ends.
Someone who could not access a textbook yesterday downloads MITโs entire curriculum today. Someone who could only sell to neighbors starts selling to the planet tomorrow.
That is not an upgrade. That is a different life.
Musk: โStarlink will actually move the GDP of countries. Like itโs gonna be that kind of thing.โ
He said it like a feature update. But read it again.
Move the GDP of countries. Not a companyโs revenue. Not an industryโs output. The gross domestic product of nations. Shifted by one constellation.
The telecom industry spent decades deciding which regions were profitable enough to connect. The rest were written off. Starlink does not make that calculation. It covers the planet. Every farmer. Every welder. Every kid with a clear view of the sky.
The minds that will cure diseases, solve energy, and build things we cannot yet name are already alive. They are already thinking.
They have no signal.
Starlink is the first technology in human history that can reach them at the speed of deployment instead of the speed of bureaucracy.
And when those minds come online, they will not change their own lives. They will change the trajectory of the species.
That is what Musk actually built. Not a telecom company. The largest unlock of human potential ever launched from a single network.
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Sequoia's @shaunmmaguire on Why Elon's TERAFAB is Underrated:
"Iโm gonna sh*t on a lot of other investors for a second."
โIโm watching people come in with what Iโd call 8th grade level education on the industry, trying to make definitive statements.โ
"Iโve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers."
"People are assigning way too low a probability that it will work.โ
Hill & Valley Forum 2026 (@HillValleyForum) / @elonmusk
. . .
โI think itโs underrated because I think people donโt think itโs gonna work.
Like I think a lot of people view itโand again, this is a systems-level problemโand Iโm gonna just go get sh*t on a lot of other investors for a second. Itโs been pretty wild for me as chips became all the rage again.
To brag for a second, Iโve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers.
If you think about the silicon industry, from the mid-50s to the mid-90s, the bottleneck was actually chemical steps. It was not lithographyโit was making ultrapure wafers, which require 20+ chemical steps.
Then it flipped to lithography, and EUV became probably the hardest single step in semiconductor manufacturing.
But thereโs all these investors that, three years ago, had never done anything in hardware, had never thought about semiconductors, that are brand new and think that theyโre experts.
Iโm not trying to say Iโm an expertโthereโs a lot I need to learnโbut Iโve at least been paying attention to this field for a very long time.
And Iโm watching these people come in with what Iโd call eighth-grade-level education on the industry, trying to make definitive statements around what the bottlenecks are, whatโs gonna be hard.
Theyโre basically just parroting each other.
It reminds me a lot of when people were trying to assess the likelihood of reusable rockets working in 2014, or Starlink working in 2019โ2020, where everyone would tell me to my face: it will not work.
Or when people were saying self-driving will never work. Especially with camera-onlyโwhere Elon was a contrarian doing camera-only rather than vision plus lidar.
All these things fit the same pattern of people thinking superficially when theyโre brand new to a field, then having strong opinions on how things are gonna work.
And I think that on TERAFAB, people are assigning way too low a probability that it will work. I personally feel confident that it will. Timeframeโthere are questionsโbut Iโve thought through all the different steps.
Almost everyone, when you talk about TERAFAB, theyโre like, โbut what about EUV?โ And EUV is something they first learned about in the last 18 months.
Itโs comical to me."
Elon Musk@elonmusk
SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW
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I love going on @tbpn
@johncoogan and @jordihays arenโt looking for gotchas
They love businesses, tech and the future
And they let people riff and have fun
Respect ๐ซก
TBPN@tbpn
Sequoiaโs @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of these great companies - you needed to have the iPhone." "This AI revolution - we're seeing what it can do from the software layer, but it's still limited by hardware." "The hardware we were doing for a long time was all following Moore's Law. It was all branching out of this decision in the mid-1950s to go all in on the silicon supply chain." "That has created magic, and there's still a couple orders of magnitude of juice to squeeze, but weโre hitting fundamental physics limits - Dennard scaling, things like that." "I think this tech tree is branching into humanoid robots, into silicon photonics, into orbital data centers - all of these new hardware areas where there's going to be 20+ years of progress." "There's going to be incredible businesses built on the back of this. And a lot of dumpster fires."
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@john_lifrieri @iamoluwasoye @elonmusk @tferriss wow, thanks. Link for the curious: x.com/FutureJurvetsoโฆ
Steve Jurvetson@FutureJurvetson
Tim Ferriss commands 90% of my podcast attention. Unlike the arbitrage media du jour, he aims for timeless nuggets of wisdom from a panoply of top performers. So, it is a great honor to have our fun 2.5 hr interview go live today. Enjoy! tim.blog/2018/05/31/steโฆ
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Why Larry Page said heโd leave his money to @elonmusk Elon Musk if he got hit by a bus
In this panel with Elon Musk, venture capitalist Steve Jurvetson tells a story of Google cofounder Larry Page saying he should leave all of his money to Elon Musk:
โI could give my money to a nonprofit and a lot less would get done than a corporation thatโs pursuing things that are directly aligned with things I care about, like getting off of oil and colonizing other planets.โ
Page believes in those missions and thinks that โa corporation endowed with the right to do that as its business purpose is the best vehicle out there.โ
Jurvetson contrasts this with the approach of Bill Gates who spent the first half of his life building a gigantic for-profit company and the second half working with non-profits.
A โpurpose-driven businessโ could offer the best of both worlds.
In fact, Jurvetson shares that the best-performing startups in his venture portfolio often have compelling missions. And it aligns well with Sam Altmanโs advice that itโs easier to start a hard company than an easy company:
โThe most precious commodity in the startup ecosystem right now is talented people, and for the most part, talented people want to work on something they find meaningfulโฆ An easy startup is a headwind; a hard startup is a tailwind. If people care about your success because you seem committed to doing something significant, itโs a background force helping you with hiring, advice, partnerships, fundraising, etc.โ
Video source: @StanfordGSB (2013)
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Never forget this Hubert Davis moment from 2022.
Sure, we need a better coach, but couldnโt have asked for a better man.
Thanks for everything, Hubert. ๐ฉต #GoHeels
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Neuralink is restoring speech to those who have lost the ability to speak
Neuralink@neuralink
ALS has gradually taken away Kennethโs ability to speak. Through Neuralinkโs VOICE clinical trial, heโs exploring how a brain-computer interface designed to translate thought to speech could help restore autonomy in his daily life. Watch to learn more:
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@britishtarheel Its really wild how people get so upset when you lose. I think this move was really short sighted and premature. smh ๐
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Thank you Coach Davis!
Thank you for the man that you are to our players. Thank you for the love that you have for the University of North Carolina,
We will always have that game!
Once a Tar Heel, always a Tar Heel.
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"How does @elonmusk do it?"
The most in-depth conversation I've ever had, with the man who has studied more entrepreneurs than anyone else alive, @davidsenra.
Check this out, I guarantee you will get more done this week.
David Senra@davidsenra
My conversation with @EricJorgenson, author of The Book of Elon (@elonmusk). 0:00 Book Reveal 0:39 Build Useful Things 2:19 Engineering Talent Edge 4:26 Wired for War 6:47 Tip of the Spear 8:47 Burn the Boats 13:13 Facing Fear 15:16 Origin Story Myths 18:19 Know Business A to Z 22:17 Simplify and Fail Fast 25:35 Reality and Physics 28:18 The Algorithm Begins 30:34 Delete and Simplify 34:25 Starlink War Room 36:52 Repetition as OS 38:18 Step Three Simplify Optimize 38:43 Question Every Requirement 39:13 Tesla Battery Pack Delete 40:43 Repetition Installs Ideas 42:02 Step Four Accelerate 43:26 Design Org for Speed 46:06 Step Five Automate 46:29 Control and Clean Sheet 48:54 Vertical Integration and Costs 50:47 SpaceX Incentives and Mars 57:11 Frontier Unlocks Starlink 1:00:26 Time as True Currency 1:03:58 Speed Triage and Bottlenecks 1:10:11 Internalized Responsibility 1:12:56 Avoid Serialized Dependencies 1:14:31 Aligning the Team 1:15:07 Time Is the Constraint 1:16:00 One Metric Focus 1:18:03 Directional Predictions 1:19:06 We Must Make Stuff 1:25:39 Manufacturing as Moat 1:26:23 Speed and Direct to Customer 1:28:41 SpaceX Feasibility Study 1:33:07 Edge of Sanity Leadership 1:37:10 Bottlenecks and Integration 1:40:01 Design and Simplify 1:45:15 Catch the Rocket 1:48:14 Capitalism and Closing Includes paid partnerships.
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I've never made a podcast like this before. It's like an episode of Founders but with the author of the book. Eric Jorgenson has spent many years and thousands of hours studying @elonmusk and in this episode we go over some of the best ideas from โThe Book of Elon: Elon Musk's Most Useful Ideas in His Own Wordsโ
David Senra@davidsenra
My conversation with @EricJorgenson, author of The Book of Elon (@elonmusk). 0:00 Book Reveal 0:39 Build Useful Things 2:19 Engineering Talent Edge 4:26 Wired for War 6:47 Tip of the Spear 8:47 Burn the Boats 13:13 Facing Fear 15:16 Origin Story Myths 18:19 Know Business A to Z 22:17 Simplify and Fail Fast 25:35 Reality and Physics 28:18 The Algorithm Begins 30:34 Delete and Simplify 34:25 Starlink War Room 36:52 Repetition as OS 38:18 Step Three Simplify Optimize 38:43 Question Every Requirement 39:13 Tesla Battery Pack Delete 40:43 Repetition Installs Ideas 42:02 Step Four Accelerate 43:26 Design Org for Speed 46:06 Step Five Automate 46:29 Control and Clean Sheet 48:54 Vertical Integration and Costs 50:47 SpaceX Incentives and Mars 57:11 Frontier Unlocks Starlink 1:00:26 Time as True Currency 1:03:58 Speed Triage and Bottlenecks 1:10:11 Internalized Responsibility 1:12:56 Avoid Serialized Dependencies 1:14:31 Aligning the Team 1:15:07 Time Is the Constraint 1:16:00 One Metric Focus 1:18:03 Directional Predictions 1:19:06 We Must Make Stuff 1:25:39 Manufacturing as Moat 1:26:23 Speed and Direct to Customer 1:28:41 SpaceX Feasibility Study 1:33:07 Edge of Sanity Leadership 1:37:10 Bottlenecks and Integration 1:40:01 Design and Simplify 1:45:15 Catch the Rocket 1:48:14 Capitalism and Closing Includes paid partnerships.
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