Ivan Tai ⚡

Here is Ron Baron being asked about concerns of Elon being a key man risk as an investment. He talks about how millions of people apply for a few thousand jobs and even the person that Ron thought was the next Gwynne Shotwell or Elon Musk took 8-9 months of interviews until finally getting hired. He discussed how people work until midnight at Elon's companies and they do it because they love what they are doing. He wraps it up by saying that because of the vetting process, the amazing competition to even get hired within Elon's companies, he has built an amazing culture filled with amazing people that are very driven.

Neck Hump and Back Pain Exercises 👍

Tesla needs to come up with a solution to prevent this driver-monitoring camera hack. Supervised FSD should remain genuinely supervised, at least for the time being. @Tesla_AI

Here are the prominent revenue estimates from big banks for @SpaceX in the coming years: Goldman Sachs: • Total Revenue by 2030: $474B (from $18.7B in 2025). Primarily driven by their AI Division. • AI revenue $3.2B (2025) to $322B by 2030. Morgan Stanley: • Total Revenue 2040: $3.4 TRILLION 🤯 • Total Revenue by 2028: $160B • Total Revenue by 2030: $330B Both banks project ~$160 billion total revenue in 2028, which would be a 8.6x multiple of SpaceX’s 2025 total revenue. Bro 😂

@david67676703 @Jordan97995944 都會上網用X留言了，怎麼不查一下奧斯汀的無人計程車新聞😏

@Jordan97995944 這家公司其實真的超級垃圾 , 永遠時間表都沒有正確的 , 根本內部都搞不定但一直需要消息撐住股價 , 跑車 / 機械人/ 無人的士 / fsd , 全部都沒有到達 , 還說什麼2026之年 都過一半了

不是說7月就會從流水線下線嗎？ 怎麼目前為止 沒有半點消息

我见过所有富有的人，他们的财富一开始都是挣来的，或者家族传承的，没有谁是光靠投资得来的，投资只是锦上添花滚雪球而已。 投资首先要有本金，没有稳定现金流的人基本都会手抖，生活压力都在投资上，市场一波动就容易有生理性恐惧，根本拿不住。

以后视频补拍可能真的要少很多了。 宝藏工具：beeble.ai 一个专治「视频重拍」的 AI 工作流。 不用重拍、不用换场地，直接改画面里的： ▸ 灯光 ▸ 背景 ▸ 服装 ▸ 氛围 几步就能把普通房间/普通素材，改成电影级场景。 对没影棚、没预算、没团队的创作者来说，这类工具很狠： 以前是“拍错了就重来”， 现在是“拍完了再重做画面”。

@theSciTechGuy She went from a stunt expert to a dance expert, but she still can't help me with housework.

Boston Dynamic just raised the bar again...

Never bet against Elon. Everyone is reading this as a cloud deal. It is not a cloud deal. It is a regime change. SpaceX is now selling compute to Google. Read that again. The launch company, the satellite company, is the one getting paid almost a billion dollars a month for access to 110,000 GPUs. North of 30 billion across the contract. Google is the customer here, not the landlord. This is what vertical integration of an entire civilization looks like. Energy, launch, orbital infrastructure, satellites, compute, and xAI sitting on top of all of it. Elon is not building a company, he is building the substrate. SpaceX x xAI is quietly assembling the full stack that takes humanity to Kardashev Type I. Energy to orbit, compute everywhere, intelligence on top. Nobody else on the planet is even playing this game. Meanwhile 99% of the S&P 500 is still optimizing slide decks, running committees, and managing quarterly narratives. Pure corporate cosplay. They are antifragile to nothing and exposed to everything. They are the past wearing a blue chip costume. The Nasdaq is about to get a brutal lesson in power laws. A handful of names will capture almost all of the upside, and the rest will be revealed for what they are. Elon is going to redefine what the index even means. Elon will eat everything.

This provides some sense of scale

📝速報：GoogleがSpaceXから計算能力を借りる契約がとんでもない規模だった SpaceXのSEC提出書類（IPO届出）で明らかになった内容： ・契約期間：2026年10月〜2029年6月（約32ヶ月） ・月額：9億2,000万ドル（約1,400億円） ・総額：300億ドル超（約4.5兆円） ・規模：NVIDIA GPU 約11万基＋CPU・メモリ含む計算能力 比較すると： 　- Anthropicとの類似契約：月額12.5億ドル規模 　- 今回のGoogle契約：月額9.2億ドル つまりSpaceXは、GoogleとAnthropicの2社だけで毎月2,000億円超の計算能力を売っている計算になる 「AIインフラ企業」としてのSpaceXが、ロケット会社を超えつつある 問題はこれがIPO直前の数字だということ 上場後、SpaceXはAIクラウド事業者として本格的に評価される可能性がある

Jensen Huang and Mark Zuckerberg just killed the myth of the artificial god. The entire culture is bracing for one massive, omniscient superintelligence. A single oracle in the cloud that thinks for everyone. They aren’t building that. They are building an infinite army of lobotomized savants. Zuckerberg: “I don’t think there’s going to necessarily be one model that everyone uses.” No corporation wants a generalized intelligence. They don’t want a digital philosopher. They want to extract their own soul. Huang: “That’s how their company’s institutional knowledge is encoded and embedded into an AI. So they can’t afford to have that AI flywheel, the data flywheel, that experience flywheel somewhere else.” For all of industrial history, human expertise was the bottleneck. A company was nothing more than a fragile biological network. Veterans held the intuition. Architects held the blueprints. When they retired, the knowledge evaporated. Capital could only ever rent human intelligence. It could never own it. Huang just handed them the deed. NVIDIA built something called an AI foundry. A mechanism to drain organic intuition from a workforce and crystallize it into a permanent, digitized asset. You feed decades of human trial and error into an open-source model like Llama. Then you amputate everything that isn’t productive. Huang: “If we have an AI designed for chip design, we’re not interested in asking it about politics. So we guardrail it.” They strip the biology. They strip the hesitation. They strip the humanity. What comes out is a NIM. A neural microservice the company owns outright, runs on-prem, and never gives back. Huang: “When we’re done with that, they take it, they own it.” Zuckerberg gave away the raw material. Huang built the refinery. Together they turned institutional intelligence into a manufacturing process. Zuckerberg: “There are going to be just a vast proliferation of different models.” Not a proliferation of AI companies. A proliferation of intelligence itself. Every corporation becomes its own AI lab. Every department runs its own model. Every business function develops its own brain. The panic over rogue superintelligence was always a distraction. The real transition is completely legal, highly efficient, and entirely local. The AI is not arriving to work for the company. The AI is becoming the company. And the terrifying realization for the workforce is not being violently replaced by a machine. It is that when the extraction is complete, the company won’t even have to fire you. It will simply stop renting what it already owns.

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

Ron Baron on how Elon decided to build out the Terafab with $TSLA & SpaceXAI. What's needed for Robotaxis, Optimus & Data centers: 50X AS MANY CHIPS AS THE WHOLE WORLD MAKES! TSMC SAID NO. SAMSUNG SAID NO. Elon had no other choice but to create the Terafab otherwise no mass scale of Optimus, Robotaxi, Data centres and etc!

The car that used to be in my garage is currently in an Earth-Mars elliptical orbit and will be there for at least 10 million years

🔥Robotaxi 大规模落地的实锤信号来了！ 特斯拉向拉斯维加斯克拉克县申请首年投放5000辆Robotaxi，别家试点大多只敢报批100台，申报数量越大监管审查越苛刻，敢报五千台，摆明一年之内的目标就是接近这个数字 经营范围包括国际机场，瞄准旅游+机场这个内华达最高价值区域，先从最赚钱的核心区落地！

I'm really proud to finally reveal what our small team pulled off in only 2 weeks. Thank you for your trust @PJaccetturo and massive shoutout to @directorquach and Dan Weller!

心向蓝天，永不言弃！ @elonmusk @SpaceX

طبيب روسي قام بإعداد تمارين خاصة للتخلص من آلام الظهر والدسك من دون الحاجة للجراحة . 15 دقيقة يوميا كفيلة بعلاج ألم ( الظهر والدسك ) بمشيئة الله ♥️ 👇🏻

看了新晋亚洲首富孙正义 这个最新访谈睡不着了， 6 月 1 号他在巴黎接受CNBC 专访时透漏了很多未来的财富密码， 明确表示下一个万亿美元机会,是 Physical AI 和机器人。 以及这一波 AI 革命的规模, 大概率是互联网泡沫时代的 50 倍, 是人类经历过最大的一次技术与实现革命。 我看了一圈中文圈的反应, 绝大多数人都把这条当普通新闻刷过去了, 过去三年我们忙着教 AI 写代码、画图、聊天, 但下一个十年,AI很可能会从屏幕里走出来,站起来,迈出腿,动手做事。 也就是说, 我们现在练的所有 prompt 技巧、Agent 编排、内容生成等等本质上都还在无身体的 AI这一层。 未来真正决定下一代生产力地形的是有身体的那一层， 下面这几条,是我把这件事彻底想透之后, 给普通人能用上的一份认知和财富进阶地图 👇