Alexander van de Ven

@EdLudlow @BloombergTV @TeslaLarry

Starship v3: We are going to do a special live show and carry as much of the launch as possible @BloombergTV Who would you like to hear from? Would be good to have a panel of SpaceX investors, alumni and industry folks weigh in

@kevinsxu Will he import labor to deliver China speed construction?

@TeslaLarry Enjoy launch!🚀

Want to learn about the SpaceX IPO? Here's everything I know about it (not investment advice!)...youtu.be/EV7m8tRJRcg?si…

Had an awesome conversation with @munster_gene about all things Tesla. And yes, that includes when $TSLA stock is finally going to breakout. Link to full interview below. Enjoy!

ASS now 33% faster

About one month left for this one to come true. 👇 Don’t bet against Elon

Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus! Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of magnitude more than the economy of Earth, but don’t expect entirely smooth sailing along the way.

@derspiegel Teil des Problems - ist der Spiegel und ähnliche Mainsteamgazetten

"You're fired." "You can't fire me, I already quit." Carmakers fear production hit after EU sanctions on Chinese chipmaker ft.com/content/7e2405… via @ft

Tesla Berlin adding batteries fir 300,000 cars per year or 20000 semi trucks

@dunne_insights @davidshepardson @ErnestScheyder @jeffmason1 And Dunne?

@davidshepardson @ErnestScheyder @jeffmason1 No Nvidia?

Breaking: Here is list of attendees with POTUS per White House official (confirming @jeffmason1) Apple (Tim Cook) o Blackrock (Larry Fink) o Blackstone (Stephen Schwarzman) o Boeing (Kelly Ortberg) o Cargill (Brian Sikes) o Citi (Jane Fraser) o Cisco (Chuck Robbins) o Coherent (Jim Anderson) o GE Aerospace (H Lawrence Culp) o Goldman Sachs (David Solomon) o Illumina (Jacob Thaysen) o Mastercard (Michael Miebach) o Meta (Dina Powell McCormick) o Micron (Sanjay Mehrotra) o Qualcomm (Christiano Amon) o Tesla / SpaceX (Elon Musk) o Visa (Ryan McInerney)

@CharmOfCulture HH?

This is the most underrated city in all of Europe.

@elonmusk Yep.

Spacex super heavy starship and booster v3 are ready

In 72 hours: three US destroyers attacked, three Iranian targets struck, four oil tankers disabled, a 45 square kilometer oil slick at the hub for 90 percent of Iran’s oil exports, and President Trump calling it “just a love tap.” The market closed at record highs. USS Truxtun, USS Rafael Peralta and USS Mason came under fire in the Strait of Hormuz on May 7. Per US Central Command, all three Arleigh Burke-class destroyers were targeted by Iranian missiles, drones and fast-attack craft. None were struck. American forces responded with self-defense strikes against Iranian targets near three ports along the Strait of Hormuz: Bandar Abbas, Qeshm and Bandar Kargan. The blockade had become a shooting war. The same week, US Central Command disabled three Iranian-flagged oil tankers. An F/A-18 Super Hornet from USS George H.W. Bush fired precision munitions into the smokestacks of M/T Sea Star and M/T Sevda on May 8. An F/A-18 from USS Abraham Lincoln disabled M/T Hasna’s rudder with a 20-millimeter cannon on May 6. The Touska had been disabled April 19. Four ships in three weeks. Admiral Brad Cooper said US forces remain committed to “full enforcement of the blockade.” Then came Kharg. A suspected oil spill of approximately 45 square kilometers appeared on satellite imagery west of Iran’s Kharg Island, the hub for ninety percent of Iran’s oil exports. The slick appears in Copernicus Sentinel-1, Sentinel-2 and Sentinel-3 satellite passes from May 6 to May 8. Researchers at the Conflict and Environment Observatory and Data Desk consultancy say it is potentially the largest oil spill since the war began seventy days ago. The cause and point of origin are currently unknown. The US military and Iran’s UN mission did not immediately respond. Iran has called the report “false” and part of “psychological warfare,” claiming the spill came from a European tanker discharging waste. A 45 square kilometer slick at the export hub for 90% of Iranian oil. Of unknown origin. While the market priced peace. Iran did not respond to the fourteen-point memorandum negotiated by Steve Witkoff and Jared Kushner through Pakistani mediators. Secretary of State Marco Rubio expected an answer Friday. Friday came and went. The MOU made no mention of Iran’s existing stockpile of more than 400 kilograms of near-weapons-grade uranium. The S&P 500 closed at 7,365.12. Brent crude fell nearly eight percent to $101.27. The Bloomberg Commodity Index sits at 141, the highest level since February 2013. The market priced an MOU that Iran has not signed and a deadline that Trump publicly scrapped. Trump’s response to the kinetic exchange was that “the ceasefire is going. It’s in effect.” A ceasefire under which the United States bombed Iranian targets while a 45 square kilometer oil slick appeared at Iran’s main export terminal. Trump simultaneously announced a three-day Russia-Ukraine ceasefire for May 9, 10 and 11. Two parallel ceasefires. One the United States is bombing through. One the United States is announcing. Iran’s new Supreme Leader Mojtaba Khamenei has not been seen in public since the war began February 28. On May 14 and 15 Trump arrives in Beijing for his first China visit in eight years. Friday was the chip. The slick is the wildcard. Beijing is the table. By May 15 we will know whether a love tap was peace. open.substack.com/pub/shanakaans…

AI is not the root problem. According to Eric Markowitz @ericmarkowitz, AI is a mirror reflecting a system that already treats human value as expendable. Read the full article: bigthink.com/the-long-game/…

@TeslaBoomerPapa Buon appetito!

You love seafood? This place will make you crazy and go bonkers!

Greenland just signed away the last 50.5% of the largest heavy rare earth deposit in the Western world. The yellow box on this map shows where it sits. As of April 30, it belongs to a Nasdaq-listed company. China just lost its biggest chokehold on the United States. Heavy rare earths are dysprosium, terbium, yttrium, holmium. They're the four elements that let a permanent magnet hold its field at 200°C inside an F-35, a Tomahawk, a Patriot battery, and an EV traction motor. Substitutes don't exist. China processes 99% of the global supply. The headline 85% number covers all rare earths combined. For the heavy ones, where the magnets actually need them, the share is 99%. That's been the single biggest piece of leverage Beijing has held over Washington for two decades. Tanbreez is the answer. 27% heavy rare earth content. Mountain Pass in California runs 1-3%. Mt Weld in Australia runs 1-3%. Nothing else in the Western world comes close. Critical Metals Corp now owns 92.5%. Greenland approved the final transfer on April 17. The deal closed April 30. The stock went from under $9 to $13.52 in three weeks. Texas Capital launched coverage with a $20 price target. The orebody is 8 kilometers wide, 5 long, 400 meters thick, sitting inside the 1.16 billion year old Ilímaussaq Alkaline Complex. The mineralogy is eudialyte, which the industry wrote off as uneconomic because the metallurgy collapsed at extraction. Every prior Greenland rare earth project died on that exact problem. Independent testing at Fremantle Metallurgy in March showed 40% better refined concentrate recovery. The chemistry problem just got solved. Logistics are stacked. License valid until 2050. Deepwater fjord shipping into the North Atlantic year-round. New international airport 12 km from site. A $120 million EXIM Bank letter of intent already in. Pilot plant commissioning this month. First production targeted for 2028, scaling 85,000 tonnes per year up to 425,000. Three-quarters of the concentrate is already pre-sold. The biggest piece is a 10-year offtake to Ucore in Louisiana, feeding directly into US defense magnet supply. Greenland to Louisiana to the F-35. America just took the magnet supply chain back.