Leroy

@NYCMayor STFU.

ICE doesn’t belong at our airports. Our Office of Immigrant Affairs has updated guidance and you can call their legal hotline at 800-354-0365.

@united I like this. Take a lesson @AmericanAir ... @united is way ahead, they have @Starlink too.

The entire row is alllllll yours. Welcome to United Relax Row, three adjacent United Economy seats with adjustable leg rests that can each be raised or lowered to create a cozy lie-flat space for stretching out... You'll also get a mattress pad, blanket and two pillows. If you’re traveling with kids, a plushie too! United Relax Row will be available starting next year on more than 200 of our 787s and 777s, each with up to 12 of these brand-new rows. united.com/Elevated

@his4Everz Hell yes.

Would you agree with Elon Musk purchasing Onlyfans to shut it down?

@GavinNewsom lol you’re the one to talk

Waste, fraud, abuse.

@AnishA_Moonka @AOC still thinks he’s a scam

Three days ago, Elon Musk announced Terafab, a $25 billion chip factory that would produce 70% of TSMC's entire global output from a single facility. In 2003, he gave a talk at Stanford with 30 employees and a $6 million rocket. Musk is 32. SpaceX has 30 people. No lawyers. They've test-fired engines and built tank structures, but Falcon 1 hasn't launched yet. He's selling flights for $6 million each. His nearest competitor charges $25 million for less capability. He offers the Stanford audience a rocket if anyone's buying. Then adds: "There's not a lot of viral marketing that's going to happen with a rocket. I'm hoping, but I'm not counting on it." He starts with Zip2. In 1995, he deferred his PhD at Stanford to start an internet company. VCs on Sand Hill Road hadn't heard of the internet. He had no money. Negative money, because of student debt. He couldn't afford both an apartment and an office, so he rented the office, slept on a futon, and showered at the YMCA on Page Mill and El Camino. "I was in the best shape I've ever been. You get a shower, a workout, and you're good to go." They drilled a hole through the floor to the ISP below them and ran a cable for internet. $100 a month. Six people total: him, his brother, a friend of his mom's, and three salespeople hired from a newspaper ad. Sold to Compaq in 1999 for over $300 million cash. "That's a currency I highly recommend." Then PayPal. The email payments feature took a day to build. One day. It was supposed to be a side feature. The main product was an all-in-one financial portal that included banking, brokerage, and insurance. They'd demo the portal, and people would go "ho-hum." Demo the email transfer, and people would go "wow." So they dropped everything else. No VP of sales. No VP of marketing. Zero advertising spend. A million customers by year two. Sold to eBay for $1.5 billion. Then he gets to space. He says he started researching why space hadn't progressed since Apollo. In the 60s, humanity went from nothing to the moon. Then stopped. Every other technology sector improved by orders of magnitude. Computers went from filling rooms to fitting in pockets. Space went sideways. He wanted to know why. He tried to buy a Russian ICBM. Three trips to Moscow. "On the range of interesting experiences, negotiating for a refurbished ICBM is pretty far out there." The deal fell apart. On the flight home from the third trip, he asked himself why America couldn't build a cheaper rocket. "It's not like we drive Russian cars or fly Russian planes." So he started SpaceX. Thirty people. No lawyers. They outsource heavy machining and welding but do all design, analysis, testing, and launch operations internally. He describes the cost philosophy in one line: "There's no one silver bullet. It's really hundreds of small innovations." Ethernet inside the rocket instead of the copper cable bundles as thick as your arm running the full length of every other launch vehicle. Simpler structures, so fewer things break and fewer things to buy. Even if SpaceX did everything exactly the same way as Lockheed or Boeing, they'd still be dramatically cheaper just from having an order of magnitude less overhead. He tells the room: "The fastest way to make a small fortune in the aerospace industry is to start with a large one." Then, almost offhand, he describes SpaceX's endgame. The "Holy Grail objective" is to build the successor to the Saturn V to set up a moon base or conduct a Mars mission. He dismisses space mining and space solar power as economically unworkable. The real opportunity, he says, is a self-sustaining civilization on another planet. "Then you've got basically interplanetary commerce going on." Trillion-dollar level. That was 30 employees and an untested rocket. Last Saturday, Musk stood in a decommissioned power plant in Austin and announced that Tesla, SpaceX, and xAI would build a chip factory targeting one terawatt of computing output per year. He said all existing chip fabs on Earth produce about 2% of what his companies will need. Eighty percent of Terafab's output would go to space-based AI satellites. Estimated cost: $20 to $25 billion. No construction timeline was given. Tesla's CFO confirmed the cost isn't in the 2026 capital expenditure plan yet. The SpaceX that showed up at Stanford in 2003 had 30 people and a rocket that cost less than a nice house in Palo Alto costs today. The SpaceX that showed up in Austin last Saturday is co-building the largest semiconductor fab ever attempted. Same guy. Same instinct: if nobody's building it fast enough, build it yourself. Video: Elon Musk at Stanford's Entrepreneurial Thought Leaders Series, 2003. Original footage from Stanford University.

@insiderinvests I"m sure @anthonynoto is going to say something... or hasn't yet because they've filed charges against this guy.

$SoFi What a 🤡

@MichaelSimm_F @Hudrey_Aepburn @TeslaXplored Agreed. People need to go try fake ass GM Supercruise and see the difference. Amateur hour.

@Hudrey_Aepburn @randomname2165 @TeslaXplored Bull shit. I haven't had a safety issue since 14.2 dropped. Neither has anyone else from what I've seen. The safety is solved, Tesla is just working out mapping data kinks at this point.

I’m sick and tired of hearing 1M robotaxis, 1B humanoid robots, age of abundance, order of magnitude…. and all the company does for profit is sell 1.6M cars and some batteries. Need to start executing on things that add to the bottom line $tsla

@FurtureRichKid Webull

I am leaving $HOOD. What brokerages do y’all use? Can’t have a gambling app hold my future.

@choga_don Feel bad did her sister and parents

Meet Disha Patani >Zero Talent >Minimum screentime >Revealing clothes to stay relevant 🤡 If you have to adjust your clothes like this, then it is not elegant it is Cringe.

@jod_insane Her sister and parents most likely cut her off.

When you have 0 talent you have to wear such revealing clothes to stay in the limelight and Disha Patani is a perfect example of that.

@shanaka86 @CathieDWood All I know is I need to mortgage my house and buy more $TSLA

Everyone is covering Terafab as a chip factory. It is not a chip factory. Last night in Austin, Elon unveiled a facility that makes masks, fabricates chips, and tests them inside a single building with a nine-month recursive improvement cadence. No such loop exists anywhere else on Earth. Then he told you 80% of the output goes to space. Then he showed you a 100-kilowatt AI satellite with solar panels and radiators, scaling to megawatt range. Then he said Optimus plus photovoltaics will be the first von Neumann probe, a machine capable of replicating itself from raw materials found in space. Nobody connected the sequence. Terafab produces 1 terawatt per year of compute. The entire United States consumes 0.5 terawatts of electricity. Musk is building a single factory whose output in AI silicon exceeds twice the power consumption of the country it sits in. And he is sending 80% of it off-planet because Earth literally cannot power what he is building. Follow the mechanism. Terafab seeds the chips. Starship launches Optimus robots and solar arrays at 100 million tons per year. The robots mine lunar and asteroid regolith for silicon, iron, and nickel. They 3D-print more robots. They fabricate more solar panels. They assemble more AI satellites. Each satellite runs hotter-burning D3 chips designed specifically for vacuum, where free radiative cooling eliminates the thermal constraints that strangle every terrestrial data center on the planet. The nodes replicate. The replication is exponential. This is a Dyson Swarm bootstrap hidden inside a semiconductor announcement. The math is public. The Sun outputs 3.828 times 10 to the 26th watts. A 2022 paper in Physica Scripta calculated that 5.5 billion satellites at 290 kilograms each, robotically manufactured from Mars resources, capture enough solar energy to meet all of Earth’s power needs within 50 years. A 2025 paper in Solar Energy Materials calculated a partial swarm capturing 4% of solar output yields 15.6 yottawatts, roughly a billion times current human civilization’s total energy budget. Musk just announced the factory that builds the chips that go inside the satellites that replicate themselves forever. 92% of advanced logic chips are fabricated in Taiwan. One factory in Austin does not fix that. But one self-replicating system seeded by that factory, launched by the only company with reusable heavy-lift rockets, assembled by the only humanoid robot in mass production, and powered by the only star within reach, does not fix a supply chain. It obsoletes the concept of supply chains entirely. The market priced this as a $20 billion capex story about semiconductor independence. The actual announcement was the engineering blueprint for Kardashev Type II. Humanity sits at 0.73 on the Kardashev scale. 18 terawatts. The distance between here and harnessing a star is not a technology gap. It is a recursion gap. And recursion is exactly what a single building in Austin that makes its own masks, builds its own chips, tests its own chips, and launches the output into orbit on its own rockets was designed to close. Every civilization that makes it past this point never looks back.

@WhiteHouse @RealDeanCain Yep. Getirdone!!

🚨 “If Iran doesn’t FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST…” - President DONALD J. TRUMP

@wallstengine We need drone interceptors

Anduril plans to roll out its first autonomous Fury fighter this summer from its Ohio factory, with initial production targeted at 50 aircraft a year for the Air Force’s CCA program and capacity that could scale to 150.

@DeItaone How the F is this even possible

US F-35 DAMAGED BY SUSPECTED IRANIAN FIRE MAKES EMERGENCY LANDING, SOURCES SAY- CNN

@stocktalkweekly I’m shocked oil isn’t at $200 already

*SAUDI ARAMCO SAYS SEVERAL OF ITS REFINERIES ARE ON FIRE AFTER DRONE ATTACKS AT SAMREF REFINERY, INCLUDING MINA AL AHMADI AND ALABDADLLAH PORT REFINERIES

@anthonynoto @Kenmegan44 Balls of steel

👇

@wallstengine Love this new Noto

$SOFI has responded to Muddy Waters, calling the short report “factually inaccurate and misleading” and saying it is exploring potential legal action.

@FirstSquawk How people think the labor market will be fine is CRAZY.

NVIDIA: FULL-STACK ROBOTAXIS TO LAUNCH WITH UBER ACROSS 28 MARKETS BY 2028; LA & SAN FRANCISCO FIRST IN H1 2027

@KrisPatel99 $Dell server prices went up 40-50% in the last 3 weeks. They blame it on memory and NVMe costs.

Wait does this mean $NVDA and Jensen are going to cut off the memory makers like $MU and Samsung and SK Hynix out?