otecart

SpaceX S-1 dropped and its centred on 3 business lines: ◻️ LAUNCH: 650 launches and 80% of global mass to orbit in 2025 ◻️ CONNECTIVITY: 9,600 StarLink satellites, 10m subs and 75% of maneuverable space satellites ◻️ AI: 1GW of compute, 550m active users Sales of $18.7B in 2025 (vs. $14B in 2024 and $10B in 2023). Operating loss of $2.6B in 2025. More forward looking, Anthropic is paying. xAI $1.25B a month to use Colossus for compute (!!!) through May 2029: "Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. The agreements may be terminated by either party upon 90 days’ notice. The customer will retain ownership and intellectual property rights in its content, AI models, and related data. This structure allows us to monetize unused compute capacity in our infrastructure, while still permitting reallocation of the capacity for our own internal initiatives if needed in the future. We have sufficient capacity to provide compute for our own AI models, including support of our training and inference demands, and to satisfy the obligations under these agreements. We expect to enter into additional similar services contracts." Highlights its competitive advantage as a "repeatable, engineering framework": ◻️ Leverage our unparalleled launch capabilities to enable massive scale; ◻️ Identify and create new trillion-dollar market opportunities; ◻️ Design a solution with world-class engineering and first-principles thinking; ◻️ Apply “The Algorithm” (make less dumb, delete, optimize, accelerate, automate); ◻️ Vertically integrate all the way to the end customer; ◻️ Continuously drive cost down and throughput up; ◻️ Generate significant cash flow and reinvest in the future. The market opportunity page says TAM is $28.5 trillion: "We believe we have identified the largest actionable total addressable market (“TAM”) in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications."

Kevin O’Leary says Gen Z is financially cooked when people making $70K a year are spending $28 on lunch

hell no. not eating = your body gon eat your muscle. carbs before ALWAYS!