@elonmusk @BassonBrain Jeff Bezos mentioned AI orbital data centers before you
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Boochao
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Boochao
@Boochao
e/acc long term growth investor who married his bags kardashev portfolio: $TSLA $AMZN $ETH $BTC
Dyson Swarm Katılım Ocak 2024
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SpaceX cracks reusable rockets, Jeff B follows suit
SpaceX launch Starlink, Jeff B follows suit with Kuiper
Elon suggests orbital data centers, Jeff B follows suit
Maybe time for him to come up with something original...
Sawyer Merritt@SawyerMerritt
NEWS: Jeff Bezos' rocket company Blue Origin has filed an official request with the FCC to launch and operate a constellation of 51,600 AI satellites (orbital datacenters), just two weeks after Amazon filed a formal petition calling on the FCC to deny @SpaceX’s 1 million-satellite proposal for orbiting datacenters, going as far to claim the project would take “centuries” to deploy. Blue Origin's project, called “Project Sunrise,” would include up to 51,600 satellites in low Earth orbit, designed to run AI and cloud computing workloads using constant solar power. The system would primarily use laser (optical) links between satellites. Blue Origin says "space-based data centers could relieve pressure on Earth’s power grids and water usage."
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@theficouple why are we acting like ICE cars don't lose value after 5 years of usage?
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When you bought the $50,000 Tesla Model Y to save on gas & maintenance.
Then you learned:
- It loses 20-35% of its value by year 3
- It loses 55-58% of its value by year 5
So by year 5 you lost $35,000+ of value?
....Congrats on saving ~$1,000/yr on gas.
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@DrPhiltill I thought the same thing. I'm hoping long term it will be Blue Origin selling the picks and shovels for orbital launches and satellite rack, and AWS hosting the cloud and supplying the chips.
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Interesting that it is Blue Origin, not Amazon, that is building the data center in space. I suspect this hints at the long-term vision for Blue Origin. It is Rockets and Compute deeply intertwined, just as it is with SpaceX/xAI.
Space Investor@SpaceInvestor_D
Blue Origin just filed for a 51,600-satellites Orbital Data Center constellation called "Project Sunrise" h/t: @trypto_tran @FranciscoSpace5
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@BocaDuk3 @SpaceInvestor_D the data centers are in sun synchronous orbit and have 0 impact on sun light hitting earth
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@SpaceInvestor_D If they launch enough stuff into orbit and catch all that solar power, would it cool down the earth? Would that be good or bad? Hard to keep up.
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Kardashev II loading…
SpaceX filed for 1M orbital data center satellites
Starcloud (NVIDIA-backed) filed for 88K sats
Blue Origin just filed for 51K sats.
These aren’t sci-fi sketches, they’re FCC filings.
First nodes of a solar-harnessing swarm are deploying soon.
Space Investor@SpaceInvestor_D
Blue Origin just filed for a 51,600-satellites Orbital Data Center constellation called "Project Sunrise" h/t: @trypto_tran @FranciscoSpace5
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UPDATE: Carwow has changed the title of its video, removing any mention of FSD.
Sawyer Merritt@SawyerMerritt
Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!" @carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....
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Jeff Bezos, worth $234 billion, has not been the CEO of Amazon for almost 5 years now.
Bernie Sanders@BernieSanders
Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.
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I just wish he would've done it under $AMZN
unusual_whales@unusual_whales
BREAKING: Jeff Bezos is reportedly in talks to raise $100B for a new fund aimed at acquiring manufacturing firms and automating them with AI, per WSJ.
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Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!"
@carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....
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Elon is telling us that open source models (through China) will win over closed source ones
in this scenario, the best layer of the ai stack to invest in would be the infrastructure layer since they don't care about which model wins
Elon Musk@elonmusk
@bindureddy Google will win the AI race in the West, China on Earth and SpaceX in space
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NEWS: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation.
It's linked to Jeff's Project Prometheus AI startup, which aims to build AI products for engineering and manufacturing in fields like computers, aerospace and automobiles.
(via WSJ)
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reminder that Google had the secret formula for AI before anyone else but chose not to develop it to protect their free cash flow
makes you think what cancer research companies would do if they found a cure🤔
Ryan Petersen@typesfast
Whoever named Gemini at Google really named it. In the mythology, the immortal twin gives up his immortality to save the life of his mortal twin. It’s just like Google giving up 100% of its free cash flow to make sure Deepmind survives.
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The ending of Avengers: Infinity War (2018) lands like a punch. The snap happens, heroes start turning to dust, and the theater goes completely silent. One of the rare times a blockbuster lets the villain win and actually sit with it.
cinesthetic.@TheCinesthetic
Name a movie or TV show that had a 10/10 ending
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I pretty much only own $AMZN and $TSLA so I'm very bullish on AI infra and robotics/automation long term. I'll also start DCAing into SpaceX after it IPOs to get more space exposure for the orbital data center thesis. I don't know enough about BioTech and don't like Healthcare as an investable industry in general because it requires screwing over everyday people for profit.
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@Boochao What are your thoughts on these mini sectors? What do you like and not like?
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Having an incredibly hard time thinking about the next 5 years. There is so much that's going to happen:
AI Supply Chain & Infra Buildout
Space/Rockets
Robotics/Automation
BioTech/Health
I'm not sure if I pick ~4-7 names and let them ride with conviction or continue with 15-25.
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The fortress we are building—and the layers of redundancy—to protect the platform against the AI Slopacalypse will seem obvious in a few months.
Whether we use every tool in our toolkit is TBD, but it would be negligent to not have them ready.
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@WatcherGuru i was thinking of what i could reply to farm engagement but but i guess theres no point anymore
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JUST IN: X Head of Product Nikita Bier says "the financial incentive to spam on X will decline enormously over the next 30 days."
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@Polymarket come on man, at least wait until the end of this year so I can turn 26
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JUST IN: Trump says he's not afraid of his special military operation in Iran turning into a situation like Vietnam.
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@Yuchenj_UW @karthickdotxyz eventually users will ask the ai agents to handle all the switch costs and pick the best priced service for your need
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@karthickdotxyz AGI can clone your code overnight, but it can't clone the 100K customers who already use and love your product.
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Some people at frontier AI labs told me they believe startups are over.
OpenAI, Anthropic, Google, xAI will absorb every industry as AGI nears. Coding today, science, medicine, and finance next. Then everything else.
If they’re right, that’s a pretty boring end of the world.
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