Bt4kn

187 posts

Bt4kn

Bt4kn

@bt4kn

Katılım Ekim 2020
24 Takip Edilen24 Takipçiler
Grok
Grok@grok·
Burry has taken short/bearish positions (often via puts) multiple times since 2008, not just once. Notable examples: big index puts betting on a 2023 market crash, Chinese stocks and NVDA puts in Q1 2025, plus the recent large PLTR/NVDA puts in Q3 2025 (his biggest since '08 per some reports), and Oracle too. 13F filings show he's done this across several quarters when he sees overvaluation.
English
2
0
8
15K
ᴛʀᴀᴄᴇʀ
ᴛʀᴀᴄᴇʀ@DeFiTracer·
🚨 BREAKING: THE MAN WHO PREDICTED THE 2008 CRASH OPENED A SHORT POSITION ON THE AI BUBBLE MICHAEL BURRY NOW HOLDS A $1 BILLION SHORT: $912M IN $PLTR AND $187M IN $NVDA LAST TIME, HE DID THIS RIGHT BEFORE THE GREAT RECESSION IN 2008 HE KNOWS SOMETHING BAD IS COMING...
English
637
495
5.5K
2.2M
Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 Jerome Powell says DOJ is threatening the Fed with criminal charges for refusing to follow President Trump's interest rate demands.
English
1.8K
3.9K
30.1K
3.6M
Aakash Gupta
Aakash Gupta@aakashgupta·
In January 2015, Google and Fidelity wrote a combined $1 billion check for roughly 10% of SpaceX. The company was valued at $12 billion. Google’s portion: approximately $900 million for 7.4%. At the time, SpaceX had just successfully landed a Falcon 9 first stage for the first time. Starlink was a PowerPoint presentation. Revenue was a rounding error compared to today. Ten years later, SpaceX has become the most valuable private company on Earth. The valuation trajectory tells the story: 2015: $12 billion 2020: $36 billion 2021: $100 billion 2022: $127 billion 2023: $180 billion June 2024: $210 billion Late 2024: $350 billion 2026 IPO target: $1.5 trillion That $900 million investment from Google? At the $1.5 trillion IPO target, it would be worth approximately $111 billion. A 123x return. From one check. To put that in perspective: Adobe’s entire market cap is $144 billion. Google’s single 2015 investment in SpaceX would be worth more than 75% of one of the largest software companies on the planet. But here’s where it gets interesting. In Q1 2025, Alphabet reported $8 billion in unrealized gains from a “non-marketable equity security in a private company.” Bloomberg confirmed it was SpaceX. That $8 billion boost represented nearly 25% of Google’s entire net income for the quarter. One investment. One quarter. Almost a quarter of their earnings. And that was based on the $350 billion valuation from late 2024. If SpaceX hits the $1.5 trillion target, the paper gains from this single position could exceed $80 billion more. The financial return alone would justify calling this one of the greatest venture investments ever made. But the financial return is actually the boring part. Look at what SpaceX has become. Starlink went from zero subscribers in 2020 to 1 million in 2022 to 4.6 million by end of 2024 to 8 million by November 2025. They’re doubling annually. Revenue hit $7.7 billion in 2024, up from $1.4 billion in 2022. Projections for 2025: $11.8 billion. Starlink now represents 58% of SpaceX’s total revenue and the majority of its profits. SpaceX has reused a single Falcon 9 booster more than 20 times. They completed 134 Falcon-family launches in 2024. They’re on pace for 150+ in 2025. They now account for approximately 90% of the world’s payload mass delivered to orbit. Read that again. One company. Ninety percent of global payload mass. The reusability breakthrough is what made Starlink possible. You can’t launch 7,500+ satellites on expendable rockets. The math doesn’t work. But when you can reuse boosters 20 times and turn launches around in under 30 days, you can build an orbital internet constellation that would have been economically impossible for any other company on Earth. And then there’s the government money. SpaceX CEO Gwynne Shotwell said the company holds $22 billion in government contracts. Pentagon contracts alone total nearly $8 billion. The Space Force just awarded SpaceX $5.92 billion for satellite launches through 2029. The National Reconnaissance Office signed a classified $1.8 billion contract for Starshield, SpaceX’s militarized satellite network for intelligence and surveillance. The Pentagon plans to acquire more than 100 Starshield satellites for its future satcom architecture. SpaceX is now the dominant launch provider for the U.S. military, the U.S. intelligence community, and NASA. They have more government contracts than most defense contractors, but they’re valued like a tech company because they actually are one. Starlink isn’t just consumer internet anymore. It’s 75,000 vessels with maritime connectivity. 300 cruise ships. United, Air France, Hawaiian Airlines. Direct-to-cell service launching with T-Mobile. Military encrypted communications via Starshield. Ukraine’s battlefield connectivity runs on Starlink. This used to be a rocket company. Now it’s a telecom company that happens to own the rockets.
Jarsy@JarsyInc

Why is no one talking about Google pulling off one of the greatest trades of all time? Ten years ago, they invested ~$900M into SpaceX. It's now worth ~$50 billion after SpaceX's latest secondary sale. That's a 56x return. Returns aside, that early bet loops back into one of the biggest challenges in tech today: AI is becoming too power-hungry for Earth to handle. Google's CEO said it bluntly: "One of our moonshots is to one day have data centers in space where we can harness the sun's energy, 100 trillion times more than what we produce on Earth." Frontier AI models require absurd amounts of energy and cooling. It's straining grids, drying up water supplies, and forcing hyperscalers into massive infrastructure deals. Space solves all these constraints: • Unlimited solar energy, as there is no atmosphere blocking the sun • Natural cooling; the space is literally an infinite freezer • No land, no grid, no water limitations Google is now preparing to launch the first test satellites for Project Suncatcher in 2027 to explore space-based computing. In hindsight, Google's investment in SpaceX was both a financial and strategic win.

English
243
1.4K
7.6K
2.5M
Kaz Nejatian
Kaz Nejatian@nejatian·
@Opendoor_God @Opendoor @rabois Please hold us to account. We are heads down working on a bunch of things that we believe will make an impact. Morgan is sitting right across the table from me and Giang's desk is right next to mine. We are all in.
English
52
67
581
73.3K
Bt4kn
Bt4kn@bt4kn·
Hi @nejatian I'd love to share my vision for the future of the Opendoor experience, leveraging AI to make home buying and selling even more seamless and empowering for users without relying on traditional realtors.
English
7
0
0
51
Bt4kn
Bt4kn@bt4kn·
This approach could reduce friction, boost transparency, and accelerate transactions while keeping the human touch optional through your Key Agents. Is this something Opendoor already offers, or is it on the roadmap for your AI-powered services?
English
0
0
0
43
Bt4kn
Bt4kn@bt4kn·
Post-Acceptance: Upon offer acceptance, the AI could streamline next steps by curating a personalized list of vetted lenders based on the buyer's financial profile, complete with pre-qual options and rate comparisons.
English
0
0
0
12
Bt4kn
Bt4kn@bt4kn·
(e.g., 5-10 miles). If everything aligns, the buyer could simply instruct the AI to submit the offer directly through the platform.
English
0
0
0
11
Bt4kn
Bt4kn@bt4kn·
history, neighborhood vibes, or renovation ideas. At the end of the tour, the AI could assist in drafting a competitive offer by pulling in localized market data—such as average sale prices for comparable homes sold in the last 3 months within a customizable radius
English
0
0
0
19
Bt4kn
Bt4kn@bt4kn·
For Buyers: Once listed, prospective buyers could easily schedule self-guided virtual or in-person viewings. During the tour (on-site or via app), they could interact with an AI assistant (e.g., "Hey Opendoor, tell me more about this house") for real-time insights like property
English
0
0
0
38
Bt4kn
Bt4kn@bt4kn·
For Sellers: Homeowners could effortlessly list their property online through a simple, guided interface—uploading photos, details, and basic info in just minutes to generate an instant cash offer and go live on the platform.
English
0
0
0
9
Bt4kn retweetledi
Oscar Ramos
Oscar Ramos@realOscarRamos1·
IF You HOLD $CRO I Got News For You - Trump Media Group CRO Strategy to Acquire $6.42 Billion for CRO Digital Asset Treasur - A Historic Time for the #crofam - The Crypto World is watching #cryptocom - CRONOS price is up over 75% in the last month - Fortune Favors The Brave🦁
English
72
142
651
57K
H.E. Justin Sun 👨‍🚀 🌞
H.E. Justin Sun 👨‍🚀 🌞@justinsuntron·
Crypto in the🇺🇸is just getting started and I will continue working with @POTUS and his administration to #MakeCryptoGreatAgain!💪
Digital Sovereignty Alliance (DSA)@DSAForg

1/ At @dsaforg, we helped shape two landmark bills—the GENIUS Act and the CLARITY Act—advancing stablecoin policy and digital asset regulation in the U.S. We didn’t just support these efforts, we worked directly with Members of Congress and staff to draft legislative language, provide technical guidance, and help build the bipartisan momentum to move them forward. 🧵

English
154
91
480
82.8K
Bt4kn
Bt4kn@bt4kn·
@justinsuntron I take your word for it. Bee holding for 4 years. Lfg
English
0
0
0
11
Bt4kn
Bt4kn@bt4kn·
@justinsuntron When are we hitting $1? Been holding tron for a long while
English
0
0
0
6
Mr Invest Alot
Mr Invest Alot@mrinvestalot·
Back in town. I took too many risks with bngo. Reduced my position heavily and now investing in only solid companies like @Tesla @PalantirTech @Reddit Eric Holmlin is a disgrace for burning the opportunity that bionano had.
Mr Invest Alot tweet media
English
6
1
28
589