Bison Head
6.3K posts

Bison Head
@100MBTC
Techno Optimist | Orbital Solar | POLYMARKET

> A $resource the US needs for its future war with Chyna is depleted > check out who produces said $resource > [[[Every. Single. Time.]]]

China, the world's top oil importer, succeeded in a seven-year campaign to boost its own production, achieving a record high last year with aggressive drilling at ageing fields, an offshore boom and nascent shale oil output reut.rs/40IXq6j

@clukz clukz could we get a little article or tweet on how to make money in these slow markets?


THE REAL SPACE RACE? For Number 2! The race for second place in AI Space compute (a market heading toward trillions - where #2 may still exceed the market cap of any company today) is heating up fast. ♦️ Nvidia-backed Starcloud already has prototypes in orbit (H100 GPUs training models) + filed for 88,000 satellites. Nvidia opened it’s GTC conference with video of the launch of Starcloud 1, and announced it’s Vera Rubin Space 1 chip. ♦️ Chinese ADA Space (“Three-Body Computing Constellation”) has satellites operating and running full AI models (like Qwen-3) in orbit. ♦️ Amazon and Blue Origin are now in the FCC mix: Blue Origin just filed yesterday for “Project Sunrise” - up to 51,600 satellites dedicated to orbital AI data centers. ♦️ Extropic just delivered their revolutionary thermal compute chips (XTR-0 / TSUs) to AetheroSpace - TSUs in space soon? You are witnessing the advent of a new space economy. VC and hedge fund money is flowing into the supply chain. Creating new tech is what Silicon Valley does best. SpaceX still wins from the race for number two. It will provide the launch services - which is revenue - and creates the powerful flywheel: more launches → reduced costs → more economically viable businesses → even cheaper tokens for xAI. The ecosystem is forming. The flywheel is turning. Who else are going to be major players in the new Space Economy? Want to follow it? Follow companies like @Starcloud @extropic @AetheroSpace . Another excellent resource? Mach 33 research, check out their website and follow @aaronburnett and @VladSaigau. x.com/vladsaigau/sta…






I live in Eindhoven, ASML town. Heard this from folks inside... Over the years ASML promoted a lot of strong EUV people into architect roles, group leads, management tracks. Built up serious layers. Classic growth pain. Then McKinsey comes in , says cut the management layers to speed things up. So now those same high performers, real good EUV experts, who got promoted are the ones on the block. About 3400 roles targeted, mostly management. Half will be reassigned, rest gone. Big hit in Veldhoven/Eindhoven area (~1400), some in US. Unncertainty is high, unions talking, details probably land around April. At the same time, ASML is still planning massive growth. The new campus near the airport just got final green light from city council. Construction starts soon, phased build-out. Long term they talk ~20,000 new jobs in the region (first wave ~5k by 2028). And the layoff packages are subpar. Philips is also based in the same town. And they had layoffs due to serious financial issues last year. Their layoff packages were much better than what ASML is offering. What a way to kill tje company culture. Especially at a time when the company is printing money.












