phil beisel

@Investanswers @NobodymrRobert Is that a metaphor?

@NobodymrRobert wow

Go For it.

@QasimRashid Did you ever take an economics course?

If you can’t tax billionaires and trillionaire because “its unrealized gains until they cash out,” then stop letting them leverage that wealth for loans, as collateral, or as equity. If it’s not real enough to tax, it shouldn’t be real enough to leverage. This is why we say the system is rigged in favor of the super wealthy. Abolish billionaires, tax them out of existence, protect working people.

@Maggie1728Q @cb_doge @elonmusk haha I get it!

@cb_doge Hope you don’t mind if I added to the picture 😃 @elonmusk

@CuriousPejjy @YouTubeCreators @YouTube @TeamYouTube What's going on guys? @TeamYouTube @YouTubeCreators @YouTube Pejjy is a good guy, you should reinstate his channel.

@Doug53885327250 @RandyWKirk1 The complete scale-out of Starlink, ODC will be done within the decade.

@Doug53885327250 @RandyWKirk1 What is 50 years away?

@RandyWKirk1 @pbeisel 50 years away that is what that means. Happens yes. Slowly not enough money in the economy to fund it all at once. 12-15 trillion is mid starting point for big things to happen. Still exciting!

In a Mic Drop Moment, Phil Beisel @pbeisel and I Realized Something About $SPCX that will leave you grinning. Starship will INDUSTRIALIZE Space. What does that even mean?

@mikepat711 Agree, f' Bernie.

🚀 fuck Bernie

First podcast as a $SPCX shareholder. Thoughts on the IPO and the business of SpaceX going forward.

@AuruxXuruo That is someone's definition of vertical integration. 😃 Perhaps with Optimus 😃😃

@pbeisel so they plan to have a private army ?

@jfinkelstein @realGeorgeHotz 8 years?? I don't think so!

Just watched @realGeorgeHotz at CommaCon2025. He’s impressed w/ Tesla FSD v14, yet claims 8 yrs to full autonomy (human accidents ~500k miles), citing Tesla FSD tracker ~3k miles/critical DE. My v14.2 filter shows ~6k but still a ways off. Dissenters chime in! @pbeisel, @edgecase411, @elonmusk, @wholemars, @AIDRIVR, @DirtyTesLa, @jamesdouma, @Tesla_AI @robotaxi @aelluswamy

@yunta_tsai That is 💯 true.

@brivael Well said. You captured it. 🎯 🚀

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement. Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans. D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné. Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète. Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA. SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable. Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler. Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même. Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs. Achetez de l'optimisme. C'est encore sous-valorisé.

@AIDRIVR At 36 inference cycles a second it vastly... VASTLY... out performs any human.

I calculated Tesla FSD's reaction time

@babupatil123 @muskonomy Love it! Elon will blast through the $2T ceiling soon enough and I can't wait. The more he makes the more I make!

@pbeisel @muskonomy 💯 SpaceX lost one Billionaire & yet created new billionaire!!

NEWS: SpaceX President Gwynne Shotwell is now worth $1.3 billion. She joined SpaceX in 2002 as its 11th employee. Today she runs the company's day to day operations as President and COO. Forbes just placed her on its 2026 list of America's Richest Self-Made Women. Employee number 11 to billionaire.

@thejefflutz @SteveGuest @ScottJenningsKY @elonmusk @abbydphillip The f*ckers are 1 trick ponies with the "gov't contract" bullshit. Might it even dawn on them that when the gov't needs a service and buys from SpaceX its more efficient use of capital than a cost-plus arrangements at Boeing or Lockheed?

@abbydphillip 4-5% of Tesla and spacex revenue is from gov contracts and those are earned btw competing against other US companies, Russia, and China… The gov takes in $7T in revenue and runs a 1.8T deficit squandering 520B+ per year in fraud and you want that operation to have more capital?

CNN NewsNight has a meltdown over @ElonMusk becoming the world's first trillionaire. Cari Champion literally says people "shouldn't be allowed to have a trillion dollars." Scott Jennings shuts it down: "We already tax the rich... is it for us to sit around and say there's a limit on what you can build?" Classic left envy on full display. WATCH: Cari Champion: “There should be some checks and balances in this society. People shouldn't be allowed to have a trillion dollars.” @ScottJenningsKY: “Rich people in this country pay the vast majority of taxes, and I hear people today saying, "Oh, it's time that we tax the rich." Folks, I got news for you. We already tax the rich. But is it for us to sit around and say, "There's a limit on what you can build, there's a limit on what you can earn," and it's now my job to tell you what to do with your money?”

@SawyerMerritt Maybe they learned that fat grills are silly on electric. Almost ironic.

BMW has unveiled the design of the all-electric BMW M3, a quad-motor EV concept that will go into production next year. • 800-volt architecture • 100 kWh battery • 400kW peak charging speed • BMW M-specific sixth-generation cylindrical battery cells • Structural battery • More specs and info to be released later

@wholemars Beautiful, congrats!!

What better day to take delivery of a Model X Signature than on SpaceX IPO day?

@JOBhakdi When did this dork say this?

Europe’s “leadership” class in a nutshell. Fire them ALL.

@JCChristopher 💯

I grew up mostly raised by my grandparents — staunch Union Democrats. My grandfather (born 1901) started working at age 11 on the new oil refineries near Spindletop in Beaumont, TX, right after that legendary gusher. He spent 55 years as a manual laborer and die-hard union worker, helping build America’s energy infrastructure before retiring in 1967. He came home beat every day. Work was tough back then, but so were the men. He loved this country, loved seeing it grow and prosper. He didn’t hate the men who signed his paycheck — though the union fought them when needed. Both sides were made of tough men. They fought, but they also shared the goal of building something bigger. He loved Horatio Alger stories. He loved progress. My grandmother said he was glued to the TV during the Moon landing. He was proud when I joined the Marines at 18. He didn’t just love America — he wanted it to win. He was the Democratic party of the 1930s-1960s. He's the man who taught me all of the values I carry with me today. I don’t recognize today’s Democratic Party. It feels completely foreign to me, divorced from the values I learned at my grandparents feet. The Democrats at the Carpenters Union Hall where my grandfather would meet from time to time were strong men, body and mind, and they loved this country. Most had served and fought for this country. Today’s Democrats seem like weak miserable people who hate progress. This hit home for me today when I see DNC voices on X attacking Elon and everything he builds, when they should be proud that all of this is happening in America. I’m proud to stand with this Tesla and SpaceX community. That is my party. Not Democrat, not Republican, but Tesla/SpaceX nerds who couldn't get nailed in woodshop. We have our squabbles for sure. But we’re all excited about the future. We want America to lead in AI, robotics, autonomy, and space exploration. I am so proud to throw my lot in with you crazy people.