Aaron Ross

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

SpaceX has launched more then every other company combined

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

I don’t think Blue Origin recovering the same booster twice before SpaceX was on anyone’s Bingo card even a year ago. Exciting times!

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

First 33-engine static fire for Super Heavy V3

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

SpaceX's closest competitor launched 21 rockets last year. SpaceX launched 134. At a $1.47T valuation, the market isn't pricing a launch company. It's pricing the only vertically integrated space infrastructure business on earth — one that owns the rockets, the constellation, and an increasing share of the Pentagon's orbital roadmap.

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

If 5,000 rural schools getting high speed internet for FREE is nothing, then what is the government's something? Because right now, the only thing moving is the talent and investment leaving South Africa for markets that actually want to compete. SA Government says mobile operators are doing more, but those same operators are charging the very people who can't afford bread. Starlink is offering a R500 million bypass to that poverty trap.

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

Golden era

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

Life with ALS or a spinal cord injury often means navigating a gradual or sudden loss of independence. Neuralink aims to restore autonomy to those with unmet medical needs—starting with device control and communication, and expanding toward vision and other applications.

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

Falcon Heavy will launch the Rosalind Franklin rover to Mars in late 2028

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

Aujourd'hui grosse discussion avec mes ingés (chez Argil) sur pourquoi Elon a viré le LIDAR de ses voitures autonomes. Choix radical, moqué pendant des années, et comme d'hab il avait raison depuis le début. Le LIDAR c'est un laser qui balaye l'environnement et crache un nuage de points 3D. Sur le papier tu obtiens la géométrie exacte du monde. Dans la vraie vie c'est une verrue technologique collée sur le toit parce qu'on sait pas faire mieux avec la vision seule. Problème numéro un : ça rajoute une modalité dans le training du modèle. Ton réseau doit apprendre à fusionner vision + lidar + radar + ultrasons. Chaque capteur en plus c'est une source de désaccord à arbitrer, pas une source d'info supplémentaire. Sensor fusion artisanale = dette technique permanente. Problème numéro deux, la bitter lesson de Rich Sutton : scaler le compute sur une seule modalité bat systématiquement les architectures bricolées à la main. Tesla a dropé le radar, puis les ultrasons, est passé full end-to-end vision. Leur courbe sur les edge cases s'est accélérée APRÈS, pas avant. Waymo fait l'inverse et reste stuck en ops géofencée. Problème numéro trois, le plus fondamental : le LIDAR voit la géométrie, pas la sémantique. Il sait qu'il y a un truc, pas ce que c'est ni ce que ça va faire. Les derniers 9 de fiabilité sont des problèmes de cognition, pas de perception brute. Un capteur de plus résout rien, il ajoute du bruit. Sébastien Loeb balance une 208 T16 à 180 dans un chemin boueux corse sous la pluie avec zéro LIDAR. Deux yeux, un cerveau. L'évolution a donné des yeux aux prédateurs pendant 500 millions d'années, pas des lasers. Il y a une raison. Le LIDAR c'est l'équivalent du marxisme appliqué à l'économie. Une solution planifiée, centralisée, qui prétend modéliser explicitement ce qui doit émerger d'un système distribué et adaptatif. Tu remplaces l'intelligence par de la mesure, la compréhension par de la donnée, l'émergence par le contrôle. Ça rassure les ingénieurs qui veulent tout spécifier en amont, exactement comme la planif rassurait les économistes soviétiques. Et ça échoue pour les mêmes raisons : la réalité est trop riche pour être capturée par un capteur, comme elle est trop riche pour être capturée par un plan quinquennal. La vraie intelligence, celle de Hayek comme celle de Tesla, c'est de faire confiance à un système qui apprend de l'expérience plutôt que de tout pré-encoder. L'élégance d'une solution c'est son rapport signal sur complexité. Le LIDAR explose le dénominateur. Défendre le LIDAR en 2026 c'est préférer empiler des hacks plutôt que résoudre le vrai problème. C'est de la feignasserie intellectuelle maquillée en rigueur d'ingénieur. Les mêmes gens qui défendaient les systèmes experts en 2012 contre le deep learning. Ils finiront pareil. Never bet against end-to-end. Never bet against la simplicité. Never bet against Elon.

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

Neuralink's CONVOY trial just showed a Paralyzed Patient Feeding Himself with a Brain Controlled Robotic Arm. And now over 10,000 people are on the waiting list for a Neuralink implant. This is where BCI crosses from "cool demo" to clinical infrastructure, and Neuralink is leading the way

Hot take but SpaceX is probably the best civil engineering company in the world. Somehow they are able to make these insanely complex ground system and building designs and find the perfect contractors and technicians to build out their ideas in months or 1-2 years. I feel like we need the SpaceX methodology and their contractors across many projects. If we did we could probably have gotten so much done and in a much higher quality. They say you can’t have fast, cheap, and good, but somehow SpaceX always manages to deliver on all 3.