Daft Cyrus

I ❤️ SF/Bay Area restaurants, so I always love reading the @sfchronicle's Top 100 Restaurants List. They just dropped their 2026 one! So I scraped the data, built this explorer w/ interactive map🗺️, charts📊, comparisons, && data viewers w/ AI chat, + deployed it to DigitalOcean🌊 App Platform. Here's how I built sfchronicletop100restaurants.bar ⬇️ (test it out yourself x code x resources in comments🧵)

@Huxx777 No, I think the outage is that a group that had been less than 3% of the population a hundred years before thought they had a right to an independent state in that same area.

@mmjukic So, the US just gives Iran control of the strait, leaves the region, Iran keeps its nuclear program and that’s it? Iran just gets all of the global hegemony that the US lost over the last 6 weeks in total defeat?

From @WSJopinion: Elon Musk’s Starship Heavy could revolutionize warfare. The U.S. could keep powerful munitions in orbit to be deployed quickly and without risk to American troops, writes @TheHochberg. on.wsj.com/3QldpW8

Turns out private investors are really bad at math, particular those investing with Elon. @X global sales ere expected to be $2.2B in 2026, downtown from $4.5B before Elon bought it. Meanwhile, @xai only had $0.5B in sales in 2025, and hopes to get to $2B in 2026, but is burning $10 billion in expenses. And they are making no headway against @AnthropicAI , @OpenAI , @GeminiApp or other AI models. They are in last place, and that doesn’t appear poised to change anytime soon. So the combined entity has less revenues than when Elon bought it for $44 Billion, and is burning $10 billion a year in negative cash flow while making no headway in the AI race; Yet @SpaceX paid $250 billion for xAI? That is 100x trailing sales, for a company with no hopes of breaking even in any forecast period. Essentially, SpaceX shareholders got massively swindled, bailing out Elon for an incomprehensible valuation and no synergistic benefits. I mean what does this platform have anything to do with launching rockets (bitcoin memes excluded)? Now turning to SpaceX, they had $16B of revenues in 2025 split by $10B for @Starlink and $5B for rocket launches. For 2026, revenues are expected to be ~$20B representing just 25% annualized growth. Thanks to Starlink the company generates $8 billion in profits. The obvious question is how do these numbers support a $1 trillion valuation? Easy answer is the don’t. Moreover when you combine SpaceX and xAI revenue we’re $20 billion with zero profits in 2025 with an expected future growth rate of 25%. Now Elon gets to find out if public institutional investors are quite as gullible as he is asking $1.75 trillion valuation on those numbers. That’s 80x sales for an unprofitable company growing the top line 25%. Elon knows this is stupid and is already aiming to allocate IPO shares to “retail investors”, because institutional investors are going to take one look at the S-1 and instantly have WeWork flashbacks, and they are going to balk. As an aside, I wonder if Jeffrey Epstein shows up in the company risk section. Anyway, the real move here is not an IPO anyway, it’s a merger with @Tesla. A SpaceX/Tesla combination would finally give Elon on a controlling stake as he would be able to convince his Tesla shareholders that SpaceX would have been valued at $1.75T and issue stock in the deal. This would also trigger Elon’s goat new pay package, giving him even more shares and pushing him above 50% ownership of the combined entity. This is the real Endgame here. Elon just saw his private SpaceX shareholders will do whatever he wants and now he’s going to try the same magic on his Tesla shareholders, who all evidence shows are a zealous cult that has no problem believing Elon can deliver FSD, Robotaxis, and robots; none of which he has been able to do despite years of claims that breakthroughs were right around the corner. The risk is that it will quickly become clear that the combined entity can’t justify a $2T valuation, let alone a $200 billion valuation, and with no other big shiny objects on the horizon, the house of cards will likely collapse and Elon will be exposed as the clothes less emperor. $TSLA $TSLAQ $SATS @BradMunchen