Renfeee

@mweinbach “ordering an uber through the app is so fast” unless i want to check the price / time to wait against waymo, lyft, the train, etc. it is replacing tip tapping through 5 apps to optimally answer 1 question, not the “i know what i want, and how to perfectly use the specific app”

This is why it sucks and AI replacing UI and apps makes no sense The order flow of using the Starbucks app (19 seconds) vs ChatGPT (103 seconds)

YTD 10% and 90%, $SATL looks like a possible 10x YTD

@moonshiesty macbook with on device AI accelerators by 2028 — default LLM deal worth 50B

macbook minis 3 month waitlist - iphone 17 breaking sale records - still time to load up before 4/30 earnings and if there's an AI roadmap announced at WWDC, APPL could become most valuable company in the world again

@moonshiesty astralcodexten.com/p/in-continued…

starting a new task using AI makes me feel invincible trying to finish the tasks with AI makes me feel human again cut-off right now seems to be approximately 78% task complete

@moonshiesty 1/15/2027 @ $30 are only 720.

planet labs $PL sells continuous imaging of the earth, producing ~30TB/day of high-resolution and multi-spectral imaging with a ~100 PB archive going back to 2023 AI trained on this dataset will be able to continuously track [and predict] in real-time: - every agricultural parcel, timber plot, irrigation system in the entire world - every ship, plane, car in the world - weather patterns - industrial and military operations this data will become invaluable to traders, governments, insurance companies, agriculture, oil and gas above all, earth observation will be necessary to build the next-generation of AI systems responsible for making decisions on behalf of the entire planet planet labs is the #1 play for the space and AI supercycle and im loading up more on this dip

2026 space super cycle $RKLB $PL

@Kaizen_Investor have you looked into $PLU for even more exposure? people seem to love the leveraged ETF products now

$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. Price target: $23.91 -> $67.3 Most investors look at Planet Labs and see satellites. They see capital expenditure. They see launch risks. They are missing the forest for the trees. Planet Labs is not a normal space company. Planet Labs is a SaaS Database company with cameras in orbit. Here is the thesis for $PL based strictly on the fundamentals and the unique economics revealed in their 10-Ks and 10-Qs. 1. The One-to-Many Economics (The Margin Story) This is the single most important concept in the Planet Labs bull case, and it’s buried in their Description of Business filings. Traditional space companies (like Maxar or BlackSky) operate on a Tasking model. - Customer wants a photo. - Satellite moves. - Photo taken. - Result: 1 Unit of Cost = 1 Unit of Revenue. Planet operates on a Monitoring model (Always-on). The constellation scans the entire landmass of Earth daily. The data goes into the database. Customer A (Agriculture) buys the data. Customer B (Defense) buys the exact same data. Customer C (Finance) buys the exact same data. The Unit Economics: You pay for the satellite once. You sell the same pixel infinite times. This is why their Gross Margins are expanding toward software levels (aiming for 70%+ long-term targets), vastly superior to traditional aerospace hardware margins. 2. The Unreplicable Moat: The Time Machine In their Annual Reports, Planet highlights their proprietary archive. Competitors are launching satellites today. Great. They can show you what the world looks like today. But if an intelligence agency needs to know "When did China start building this runway?" or a hedge fund needs to know "How has this crop yield changed since 2018?", only Planet Labs has the answer. They have an image of every spot on Earth, every day, going back years. Competitor Lag: 10+ years. Barrier to Entry: Impossible. You cannot launch a satellite today to take a picture of yesterday. This archive is the training data for the world's geospatial AI. You cannot train a model on change-detection without historical data. $PL owns the training set. 3. Financial Stability (The Anti-SPAC) While the space sector is littered with bankruptcies (Virgin Orbit, Astra), look at the Balance Sheet from the latest filings: Cash & Cash Equivalents: Significant liquidity (approx ~$200M-$300M range depending on the specific quarter, usually ~30% of market cap). Debt: Negligible to zero. They are not desperate for cash. They are playing the long game while competitors starve. 4. The Quality of Revenue Reviewing the Key Business Metrics in their filings reveals why this is a high-quality asset: Recurring ACV (Annual Contract Value): Consistently >90%. This implies their revenue is sticky. Once a government or agricultural giant integrates Planet data into their workflow, they don't churn. It becomes a utility like electricity. Net Dollar Retention (NDR): Frequently >100%. Existing customers aren't just staying; they are spending more every year. 5. The Sleeping Giant: Government Contracts The 10-K highlights a shift in strategy: From Data to Solutions. We are seeing a massive transition in US Government (USG) spending. The NRO (National Reconnaissance Office) and NGA (National Geospatial-Intelligence Agency) are moving from buying satellites to buying commercial data. EOCL Contract: A multi-year validation by the NRO. NASA: Renewed and expanded usage. Planet is already embedded in the US federal ecosystem. As geopolitical tensions rise (Ukraine, Middle East, Taiwan Strait), the demand for "Daily, Global Transparency" becomes inelastic. The Valuation Disconnect The market treats $PL like a speculative de-SPAC. But the filings show a company with: SaaS metrics (90%+ recurring revenue). Tech monopoly (Daily scan). Fortress balance sheet (High cash, no debt). The Catalyst: The launch of the Pelican (high-res) and Tanager (hyperspectral) constellations. Pelican closes the resolution gap with Maxar. Tanager opens a new market in carbon/methane detection (ESG compliance). Summary: You are buying a monopoly on daily Earth data for roughly the price of the cash on their books plus a small premium. When the market realizes this is an AI/Data play and not a Hardware play, the multiple expansion will be violent. Note: Not financial advice, do your own research.

growing up is buying an iPhone

@John_Hempton @CharlesGoodnig1 @MisbehavingE i find it unlikely american allies would not sanction china with an escalation of this scale “Given the US position we will also begin confiscating American assets in China” this is untenable with chinas long term goal of unifying with taiwan

@CharlesGoodnig1 @MisbehavingE No - but they started honouring IP a few years ago - and now have a large biopharma industry. That would not happen unless they honoured IP.

Thoughts on how China might fight a trade war... johnhempton.substack.com/p/if-i-were-xi…

@mas1money feature or bug?

the tea app was supposed to protect women but ended up exposing their most personal details - this is terrible beyond even the worst of the bro fantasies that came out of the backlash to the app tech companies are quick to present themselves as the solution to social issues and charitable moral protector of marginalized but all too often ends up betraying them in this case it was two-fold: creating an app that stoked the flames of ongoing gender wars and then exposing the personal data of all of its users what a disaster

@DudespostingWs i hate slop

Huge W

the dumbest fake post ever made. assuming 25 hands are played before bots are blinded out, the odds on this being true are 1/4500 assuming the other bots are calling with premium hands ~5%

equally compelling: “have you made rich people poor”

@JimDMiller @EliLake i'll be more concrete. death threats target individuals—different from political speech (supporting terrorism). if the govt decides which opinions merit deportation, we have abandoned free speech entirely. either rights apply to all or they're meaningless.

@renfeee @EliLake That doesn't mean anything. Also, what about credible death threats? Freedom for all speech is unworkable, so there are always limits.

If Mahmoud Khalil is charged and convicted of an actual crime he should be deported. If his “crime” is just the expression of support for a terrorist organization, then this pageant is grotesque. And yes I realize that CUAD’s harassment of Jews, destruction of property etc.. is not protected speech. But the legal argument thus far amounts to saying permanent legal residents can’t say anything that the Secretary of State believes undermines US foreign policy. That’s a horrendous violation of free speech. And as much as I despise campus solidarity with baby stranglers, I love American values more.

@JimDMiller @EliLake freedom of speech is a human right

@EliLake "Non-US citizens who knowingly and repeatedly express support for an organization that the US government has deemed terrorist are not permitted to stay in the US." Why is it grotesque to support such a policy?

@1aboc distribution never looked better

My wildest crypto story after round tripping 8 figures in 2021 is definitely CTO'ing an entire blockchain that has a 3 billion+ market cap valuation with buzz lightyear and a chad I met at my local church... 🌐 Aptos looking good here

this whole debacle has me even more bullish on @emojicoindotfun. you can’t snipe the creators as they get a chance to buy before anyone. no one is getting rugged on dups. no CA, it’s just emojis, perfect for gamblers. the better version of pump.fun. 🌐

wouldn’t be suprised to see an emojicoin t1 cex listing before the vapor ware projects with “coming soon” ™ airdrops

@PauloniusW @SpaceX @RocketLab where are getting spaceX P/S? estimate or a private sale brokerage like @Hiive_HQ ?

@renfeee @SpaceX @RocketLab Now compare the revenues and lift mass. SpaceX is trading at 23 P/S vs RKLB at 40 without constellation and profitability.

@SpaceX currently launched ~87% of all rocket launches in 2024 while @RocketLab is about ~6% (us only). assuming the entire industry is ~400B, rocket lab is undervalued by ~50% at ~13b. pounds to space is about the same. neutron launch should accelerate rocket labs catchup game.