Spider360

449 posts

Spider360

Spider360

@Spider3604

ain't nothing to it but to do it!

Katılım Mart 2022
364 Takip Edilen31 Takipçiler
Spider360
Spider360@Spider3604·
@Anunakin In women's view, the world happens to them that's why they speak in a passive voice, while men, for the most part, speak in active voice because we make things happen.
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🅰STMAN
🅰STMAN@AN_ASTMAN·
@Spider3604 @CKCapitalxx No other company is capable of building these satellites, not even SpaceX. They are using obsolete design philosophies better suited to the last decade than this decade.
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CK Capital
CK Capital@CKCapitalxx·
People are sleeping on what $ASTS actually is as a business. Let me show you why this could become one of the greatest cash flow machines ever built. First understand the comparison. Netflix has 325 million subscribers paying $15 a month. $45 billion in annual revenue. $380 billion market cap. They spent 15 years and tens of billions in content spend acquiring every single one of those subscribers one at a time. Spotify has 290 million premium subscribers paying $11 a month. $17 billion in annual revenue. $120 billion market cap. Same story. Years of losses. Billions in marketing. Fighting for every user. $ASTS does not work like that. $ASTS charges carriers a wholesale fee per subscriber. AT&T does the acquisition. Verizon handles the billing. T-Mobile manages the churn. $ASTS provides the network layer and collects on every user that opts in. No customer acquisition cost. No marketing spend. No churn risk. Pure recurring infrastructure revenue. Now here is the simple math. 3.3 billion subscribers sitting inside partner carrier networks today. Management is guiding 2027 revenue approaching $1 billion with half the commercial pipeline already booked. Analysts project $1.6 billion in 2028 with profitability expected that same year. At $5 per user per month on 1 billion subscribers that is $60 billion in annual revenue. Netflix generates $45 billion serving 325 million subscribers they had to fight for one at a time. $ASTS has access to 10x that subscriber base through partners who already own the customer relationship. FCC authorized up to 248 satellites. They are targeting 45 to 60 by end of 2026. The revenue curve has barely started. This is not just a satellite company. It is one of the most scalable subscription infrastructure businesses ever built.
CK Capital tweet media
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Spider360
Spider360@Spider3604·
@protosphinx Get to the damn point. I hate this form of writing so much.
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sphinx
sphinx@protosphinx·
Chinese founders are usually: - engineers - party members - capitalists In that order. So when they build or acquire a company, maximizing shareholder value is not the first objective. The first objective is acquiring know-how and industrial capability. The mindset is: "we should know how to build this thing in China for the simple reason that my civilization needs to learn this sooner or later and i don't care about consequences or optics - if it looks like stealing IP so be it, I don't have to explain..." The only people judging you are in your local party HQ. If you’re a credible founder in China, you can go to a local party chief and say: "I need x engineers, land, and some starter funds to build this widget company" And if the state thinks the industry matters, you’ll get the best resources in the province, industrial land and enough support to get going. The rest is up to you. Many, many fail. Like most people think they would be successful with capital - go to China and see. You get everything - land, capital, people and even then the success ratio is like 1-5%... OG American founders were also engineer-first. Bill Hewlett and David Packard built HP as engineers. Same with a lot of old American industrial giants. But over time those founders exited and the boards got taken over by pure financial operators focused entirely on maximizing quarterly shareholder value. A single generation of this mentality hollowed out the entire American industry. Product-first founders like Elon Musk exist today because there was a generational demand for good engineering lead founders. Indian boomer founders meanwhile were always capitalist-first from day one. Not even saying that negatively. Many come from communities that are insanely optimized around capital survival and allocation. That’s a real skill developed over centuries. But the downside of that mindset is that they were rarely engineer-first or product-first EVEN if they were engineers by training. They were always capitalist first. And that's very reasonable. They're on their own. Nobody has their back. They need to perform or die. So when an Indian conglomerate acquires something like Jaguar, the instinct becomes: - optimize margins - reduce costs - extract shareholder value But if you don’t deeply understand first principles of car manufacturing, how much value can you really compound long term ? So companies get handed to hired professionals and MBA operators. The exact same class of people that helped hollow out American industry. Now America is slowly realizing pure financial capitalism can become self-destructive because eventually the spreadsheet people cannibalize the actual industrial base in pursuit of EPS. India already lives in that reality. Infosys is a good example. A company effectively consuming itself to maintain quarter-on-quarter performance without aggressively building the future. And as I said they’re not even wrong. Anyone would do the same unless the system is realigned for long term incentives. Who in India actually has your back if you miss numbers for 2-3 yrs while investing heavily into long-term capability ? Tesla survived because retail investors and the American public effectively backed Elon Musk through a decade of chaos and losses. Toyota delivers 6-7x of Tesla's profit EVERY QUARTER but Tesla wins because try posting and see Tesla retail investors explaining you the future of automobiles. Indian scarcity markets can't and won't tolerate that kind of long-duration industrial gamble. Its a 3k gdp/capita country nobody has time for long term nonsense plus who know who's grfiting vs being serious...people talk about nationalism then take your money and run. China solved this by - serve the party - align with state goals - stay below the radar and build the system will protect you while you build. In India you are on your own. - manage the regulators - manage capital - which is very expensive - manage your own power/infra - deal with corruption - manage untrained talent All of that becomes a massive tax on operations. Nobody has the time to do any long-term thinking. Any anyone who does that would be eaten alive by those who optimize for survival.
Nikkei Asia@NikkeiAsia

China investor gobbles up 120-year-old German sewing machine maker s.nikkei.com/4fq5GRb

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Spider360
Spider360@Spider3604·
@arcticinstincts I don't see the point of a long term relationship with one person in your 30s+ without having kids.
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David Sun
David Sun@arcticinstincts·
POV: It is 2026 in USA. You are a couple who both carry the recessive DINK gene mutation for preferring traveling over having kids. You have 100 GBs of selfies in mid tourist destinations but 0 children. You are about to experience natural selection.
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tphuang
tphuang@tphuang·
Presentation @ Gotion Global Tech Conference by Tsinghua show that Hydrogen is the long term energy storage solution. LFP BESS has already increased to 15000 charge & 25 yr life cycle + cost of just 500 RMB/kWh. Suitable for 2 to 10 hr of storage. BYD produced 2710Ah large ESS blade, 9x improvement in just 2yrs vs CATL's 314Ah solution in 2023.
tphuang tweet media
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Spider360
Spider360@Spider3604·
@FidelCacheFlow You guys make life decisions to please your woman's fleeting desires which are based on TikTok slop?
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FIDEL CACHE FLOW
FIDEL CACHE FLOW@FidelCacheFlow·
He’s finally beginning to accelerate in his professional career, build wealth, and escape the underclass. Let’s make sure his gf gets pregnant. Make sure her TikTok algorithm shows family slop and trad moms. Good. Now show in her algo reels about the dangers of birth control. Now retarget her algo for wedding planning. More expensive. $100k and above. Perfect. Once this cooks for a couple months we deploy the homeownership algorithm. That will put him in the hole for a couple years. Let’s seem him try to break out of this one with less energy and effort in his late 30s
FIDEL CACHE FLOW tweet media
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Spider360
Spider360@Spider3604·
@TMZ The fact that she actually passed for black for so many years just proves that wearing heavy makeup = lying.
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TMZ
TMZ@TMZ·
Rachel Dolezal, Who Once Claimed to Be Black, Builds Sex Career Years After NAACP Scandal bit.ly/4web9Ay
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Daily Noise
Daily Noise@PerspectiveStud·
Be honest. Which body type do you prefer?
Daily Noise tweet media
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Spider360
Spider360@Spider3604·
@tardwife4life Or just don't take women's stances seriously. They don't really believe in anything they say, and would make a complete 180 once she feels differently.
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Mitochondrial Eve
Mitochondrial Eve@tardwife4life·
The incorrect idea that porn use constitutes cheating is extremely dangerous. Exaggerations like this permanently destroy marriages that might otherwise improve. Until very recently, western societies set very high standards for what constituted grounds for divorce. Actual male infidelity wasn't even grounds for divorce in the English common law until 1923. Now, even the smallest infractions legitimize an immediate dissolution of the marriage. Porn use equates to adultery. An ill-advised comment constitutes "emotional abuse". A bumbled initiation is "marital rape". The fact that Christian women are the group pushing these dangerous ideas is very revealing.
Lizzie Marbach@LizzieMarbach

Boyfriend admits to watching porn “like a week ago.” 🤮 then gets offended when she says that’s “gross.” Ladies, a guy using porn IS cheating and you should not tolerate it. Men should also have the same intolerance for women reading smutty books.

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Spider360
Spider360@Spider3604·
@xDaily Why are employees somehow averse to explaining wtf they do for their employers?
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X Daily News
X Daily News@xDaily·
NEWS: xAI staff are being called into meetings with employees from Cursor, and asked to explain their ongoing projects. The company has also carried out more layoffs, including roughly 10 cuts last week from teams working on Grok. Devendra Chaplot, a prominent AI researcher who joined in March and reported directly to Elon Musk, left the company in April. theinformation.com/articles/curso…
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Spider360
Spider360@Spider3604·
@citrini How much higher can memory stocks go my nhgas
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Citrini
Citrini@citrini·
People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable. A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations. The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around. Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets. But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.
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Καλός
Καλός@realKalos·
Awwww look at you, so young and in love. In the middle of the gym! Haha! Kissing and giggling. So nice! Let me guess, you're gonna have sex the moment you get home? That's awesome. I'm so happy for you.
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Steve🇸🇰🇮🇹
Steve🇸🇰🇮🇹@StefanFrancisci·
The most stereotypical northern Italian family ever
Steve🇸🇰🇮🇹 tweet media
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greg
greg@gandalf_thegreg·
my knee is absolutely obliterated this is the worst day of my life
greg tweet media
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Spider360
Spider360@Spider3604·
@Jess1358385 @UnwobblingPivot Jess, I'm not implying that women take no risk at all - i speak of the risk it took to build the first skyscraper or the risk the astronauts on the tragic Apollo mission took. One man can have children with 100 women in one year - a woman can only have one pregnancy.
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Jess
Jess@Jess1358385·
@Spider3604 @UnwobblingPivot You don't think a woman takes a risk by marrying a man and having children with him? The clothes you wear, who made them? The fashion industry is made up of predominantly female. Do you think a woman made your clothes? Your childrens clothes? The colone you wear? Choosing you?EXT
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Confucian Classics
Confucian Classics@UnwobblingPivot·
Mencius said, "When Heaven is about to confer a great responsibility on any man, it will exercise his mind with suffering, so as to stimulate his mind, harden his nature, and improve wherever he is incompetent." (Mn. 6B.15)
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Spider360
Spider360@Spider3604·
@Jess1358385 @UnwobblingPivot Also, I don't get why a well-adjusted woman would choose the harder path when she could just marry a man who would happily take care of her and their children.
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Spider360
Spider360@Spider3604·
@Jess1358385 @UnwobblingPivot Well, I don't think it bodes well for the future of the species if a significant number of the females (childbearers) start to take risks like the males.
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