Maxinomics

Is this like a $19/mth thing or $99/yr thing? You know it’s good when they don’t offer a monthly

The Vanderbilt playbook Aka: Elon's moon math The $100k/ton space cargo future is here and @maxinomics highlights the ultimate metric that matters: return per ton SpaceX options to fill their payload chamber: 1) the transportation service: sell the cargo space to someone else. They get paid once ~$4m/ton and walk away. 2) the infrastructure play: fill it with Starlink. That same ton of space pulls in $13m of high margin, recurring data rent over its 5 year lifespan. Right now, Starlink is a dumb pipe. But by packing the chamber with AI chips and massive solar wings, they stop just moving data, they refine it. Raw data goes up, gets processed on the edge, and sells as premium generated answers. The return per ton moves from $13m to $50m+. If Falcon 9 proved this return per ton model, Starship is the shipping container of space. It scales payload capacity to 200 tons and drops transport costs toward $100k/ton. Cheap transport doesn't just move stuff; it relocates entire industries. The Investor's Arbitrage After making history with its June IPO at $135 $SPCX surged past $225 before pulling back. With the stock now trading below the IPO price at $131, the early hype has cooled down as expected. Despite the dip, the fundamental thesis remains highly favoured on Wall Street, with most experts indicating a buy rating at current levels as a prime entry point. Yes, there is a corporate governance catch. SpaceX operates under a dual class share structure where Elon Musk owns roughly 42% of the equity but controls 82% of the voting power, granting him absolute superpower forever. In almost any other public company, this lack of oversight is a massive red flag. But for SpaceX, it is arguably what the company needs. Building a multi planetary infrastructure network requires a multi decade, uncompromised vision. This structure completely insulates Elon from short term Wall Street pressure to hit quarterly earnings at the expense of long term Elon style execution. With a technical lead estimated at 10 years and SpaceX refusing to stand still, betting against Elon has historically been a losing proposition. If you believe in a human future in space, the question is not if you buy into the world's premier orbital monopoly, but at what price. A compelling long term investment case could be made.

Lower than expected. But that core number is the tricky one, still well over the 2% target Eggs are basically free now though, so that's good

I did a whole video on this exact thing. Our second most popular video of all-time youtu.be/cxDd3Whl_9s

This is a huge deal for nuclear energy in the US. For almost 60 years this single rule guaranteed nuclear would not be built And now it's being deleted

CELEBRATE! The Trump administration is mere months away from ABOLISHING the ALARA and Linear No-Threshold nuclear standards that have caused our country's nuclear reactors to cost SO MUCH more than they ought to. We can have a nuclear renaissance, if we want it!

When your deposit finally hits the brokerage

@harryh scholarship.law.bu.edu/faculty_schola…

@maxinomics Telephone switchboard operator? Telegraph operator?

Only one job in the last 60 years has been fully killed by automation. Elevator operator. Last seen in the 1960 census Meanwhile one of the most automated jobs on earth, airline pilot, has never had more openings

Full video: youtu.be/zRv5kW5mAxM

If you won $10 million today, would you quit your job? More than half of people say yes. Less than 25% would keep working regardless of the amount

@rdm The "blue ocean" strategy

"Competing against non-consumption" is the most underrated strategy in innovation. Instead of fighting over current markets, create value where people aren't consuming yet because it's too difficult. Insightful watch from @Maxinomics: youtu.be/zRv5kW5mAxM?si…

again, you can not know what total harm was before so it is impossible to accurately make that judgment in fact, you could go one further and say sunlight is the best disinfectant. raising the profile of gambling to the surface turns eyes to the effects of gambling in general, that allows for mitigation of those effects burying it underground solves nothing, it just hides it

"organized crime" is a tautology here. Yes, if a product is prohibited, there will be an illicit market in it. There's an illicit market in murder for hire, yet nobody objects to the fact that all the profits of murder are going to criminals. The question is whether total harm is greater under prohibition or legalization. I think the balance of the evidence says that for sports gambling, it's much greater under legalization.

This is a great example of the legalizer's fallacy. * Gambling was banned nationwide in 2017, quantity consumed was probably 30% lower by the *most conservative* estimates. * bans on advertising, warning labels, etc. are forms of prohibitions that also shift consumption to the black market. This is a totally meaningless distinction.

not necessarily, they got worse once we started looking for them in earnest. we really don't know the true delta of knock-on effects bc the gambling market pre legalization was, by definition, dark to think otherwise is to ignore what happens when hundreds of millions of eyes start looking at a thing, they see things they think are new but aren't actually new

@maxinomics Well yeah because all the measurable knock-on effects got much worse once we legalized sports gambling

@CharlesFLehman no you can’t, you can only shift where the economic activity occurs: legal markets or black markets you can ban advertising of gambling, you can put warning labels on it, you can treat it like cigarettes but you cannot ban it

you can just ban gambling

20% earnings growth, two zero

@gitcommit90 Thank you 🙏

Why AI Can't Take Your Job youtu.be/zRv5kW5mAxM?is… another incredible video from @maxinomics i dont know if YouTube shadow bans this channel or what - but the videos produced are absolutely S tier and have no right not going viral. watch 5 mins, any video on the channel, i promise you wont regret it

Eye-opening deep dive from @Maxinomics: History shows automation almost never eliminates jobs — it transforms them. ATMs doubled the number of bank tellers. Airline pilots exploded in number despite autopilot. Only one job has been fully wiped out by automation in 60 years (elevator operator). 60% of today’s jobs didn’t even exist 50 years ago. Claude and AI won’t take your job — but someone using AI better than you might. The real opportunity is learning to work with it. youtu.be/zRv5kW5mAxM

It started 8 years before Three Mile Island from one regulation the Nuclear Regulatory Committee admitted in 2021 does not make sense This is such a good video that circles exactly what Carmack is talking about: youtu.be/cxDd3Whl_9s