1. Read The C Programming Language by K&R 2. Watch everything by Andrej Karpathy on youtube 3. Write code 4. Ask ChatGPT to explain stuff to you 5. Get familiar with debugging and profiling tools 6. Use git (do steps 3 to 6 while you do steps 1 and 2)

Pumping my own bags here but I think SATS is the best way to get SPCX exposure at the current prices.

2040년. 월스트리트의 한 신입 애널리스트가 노교수에게 물었다. “교수님, 왜 사람들은 한때 Tesla와 SpaceX를 Apple, Google, Meta 같은 기업들과 같은 카테고리로 묶었던 건가요?” 노교수는 웃었다. “그건 농부와 카지노를 같은 산업으로 분류한 것과 비슷한 실수였지.” “무슨 뜻인가요?” 교수는 창밖을 가리켰다. “저 밖을 봐.” 수천 대의 로보택시가 도시를 움직이고 있었다. 공장에서는 휴머노이드 로봇이 일하고 있었다. 머리 위에는 수만 기의 통신 위성이 지구를 감싸고 있었다. 달에는 광산이 있었고 화성에는 첫 번째 도시가 건설되고 있었다. “저것들이 무엇으로 만들어졌는지 아니?” “기술이요?” “아니. 생산성이다.” 교수는 말을 이었다. “20세기와 21세기 초반의 대부분의 빅테크는 사람들의 시간을 두고 경쟁했다.” 더 오래 보게 만들고, 더 오래 클릭하게 만들고, 더 오래 머물게 만들고, 그 시간을 광고주에게 팔았다. 사람들이 하루에 1시간을 쓰던 것을 2시간 쓰게 만들면 성공이었다. 하지만 Tesla와 SpaceX는 반대였다. 그들은 인간의 시간을 뺏으려 하지 않았다. 오히려 돌려주려 했다. 운전 2시간을 없애고, 단순 노동 8시간을 없애고, 비싼 물류비를 없애고, 비싼 발사 비용을 없애고, 에너지 부족을 없애려 했다. “생각해 보게.” 교수는 종이에 두 줄을 적었다. 광고 기업: 인간의 시간을 소비 → 수익 창출 Tesla · SpaceX: 인간의 생산성 증가 → 수익 창출 “둘은 같은 기술 회사가 아니었어.” “그럼 무엇이었나요?” “문명을 확장하는 회사.” 교수는 잠시 침묵했다. “Google이 하루 동안 멈추면 불편하다.” “Meta가 하루 동안 멈추면 심심하다.” “하지만 전기가 부족하면 공장이 멈추고, 물류가 멈추면 경제가 멈추고, 우주 발사가 멈추면 인류의 확장이 멈춘다.” “차이가 보이나?” 신입 애널리스트는 고개를 끄덕였다. 교수는 마지막으로 말했다. “많은 사람들은 Tesla를 자동차 회사로 봤고, SpaceX를 로켓 회사로 봤다.” “하지만 시간이 지나고 보니 둘 다 같은 사업을 하고 있었어.” “인류 문명의 생산성을 높이는 사업.” “광고 회사들은 인간의 관심(attention)을 거래했다.” “Tesla와 SpaceX는 인간의 능력(capability)을 확장했다.” 그리고 2040년이 되자 사람들은 깨달았다. Apple, Google, Meta, Amazon은 훌륭한 기업이었다. 하지만 그들은 문명 위에서 사업을 했다. 반면 Tesla 와 SpaceX 는 문명 자체를 업그레이드하고 있었다. 그래서 어느 역사학자는 이렇게 기록했다. “21세기 초 사람들은 광고 회사와 문명 회사의 차이를 이해하지 못했다.” “그들은 모두를 빅테크라고 불렀지만, 사실은 전혀 다른 종(種)이었다.”

The only thing that annoys me about the SpaceX IPO is that I couldn't invest years ago because I'm not an accredited investor. I don't care about their current revenue. It's irrelevant. They have a $75B war chest and Starship will probably become operational next year. Things to do in space that used to seem like sci-fi will turn into profitable business opportunities when the cost of launching stuff into orbit drops to $100/kg and less. AI compute satellites, zero-g manufacturing, asteroid mining are obvious profit opportunities. The space economy will need services like removing debris from Earth orbit, fuel depots, and space-to-space cargo delivery and tugboats. After we colonize the Moon and Mars we will colonize other moons in the solar system, build a Dyson sphere and even send Von Neumann probes to colonize other star systems.

RT @levelsio: I have to stop boring all of you with my game ports but I ported another game to web with multiplayer, after Quake 1 yesterda…

Piers has researched and wrote one of the most compelling reports on Space I've ever read 🚀🛰️ His report comprehensively walks through the decreasing cost to send a KG of material into space and at each level what this unlocks for the space economy Piers also got me hooked on Three Body Problem so this is ironically up the space alley - $1,500/kg is where we are now. This era gave us megaconstellations and earth observation. Starlink runs 75% of all maneuverable satellites in orbit and its network capacity already equals roughly 20% of the planet's real time internet traffic. - $500/kg, expected 2027 to 2030, is when the physical economy of space starts. Orbital data centers, commercial space stations, in space servicing. At $1,500/kg the orbital business is information. - $200/kg, 2030 to 2033, is when space starts producing. In space manufacturing crosses breakeven for drugs and materials Earth physically cannot make. The TAM for space manufactured goods sold back to Earth crosses $10B annually for the first time. - $50/kg, 2033 to 2040, unlocks the lunar economy. The wild stat here: by 2035 propellant produced on the lunar surface could be cheaper than shipping it from Earth. That would be the first time in history any commodity made more sense to produce off world. - $10/kg, 2040s, is the Mars supply chain, lunar mass drivers, and 45 minute London to Sydney flights. Speculative on timing but the direction feels inevitable. Lock in @elonmusk we're going to Mars

Details on The Exploration Company's Storm: - Liquid Oxygen/Liquid Bio-methane - 1,765kN / 180tf thrust (about 72% Raptor 3) - Full-flow staged combustion cycle - Reusable "[...] Storm represents a concrete step toward a new generation of European rocket propulsion." The Exploration Company had already been working on this engine for some time, but I guess today is the "official" unveiling or something. So far they've worked on turbomachinery, main combustion chamber hardware, regeneratively cooled nozzle extensions, as well as oxidizer-rich and fuel-rich preburners. P.S. the original name, Typhoon, was so much better than "Storm" 😭 📷 The Exploration Company

I would if I had a hiring budget

NEW: malware developers added nuclear & biological weapons text to to their spyware. Goal? To trigger LLM safety refusals... so that their spyware wouldn't be analyzed by an AI security scanner. Cleanest practical example I can think of for why over-indexing on first order safety alignment is risky. When closed (and open) models ship with aggressive refusals, they will be sprinkled with second-order blindspots that attackers will discover...and exploit. We are only in the earliest days of attackers leveraging these features, and it wouldn't surprise me if users systems that need to handle complex cybersecurity issues demand that models be less safety-blunted. In the weeds: @SocketSecurity's post also shows why intention matters in how you design a malware analysis pipeline to avoid prompt manipulation. H/T to colleagues that shared this with me socket.dev/blog/mini-shai-hu…

This is pretty crazy ("Project status" under the abstract is also an insane detail). Further shrinking of V4 cache footprint to… 360 MB per 1M context? 360 *bytes* per token? Just 2 OOMs from the raw plaintext limit? Calling CSA «conventional» is crazy work lmao. @antirez !!

2 DTC test satellites launched by ZQ-2E earlier today

China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration newsletter.semianalysis.com/…

SpaceX AI Satellites

I was able to replicate finding the Zcash Orchard vulnerability using GPT 5.5 without a harness and little to no steering (except for passing the files). GPT 5.5 is consistently able to find this vulnerability. Opus 4.8 released on May 25th, and the vulnerability was found one day later, on May 26th. GPT 5.5 released on April 23rd, meaning someone could’ve found the vulnerability using GPT 5.5 for an entire month. (Link to chat in next post)

BREAKING: Inside Impulse Space with Tom Mueller (@lrocket) (SpaceX's 1st Employee) FULL TOUR The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (@GoToImpulse) ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond We cover: → Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life) → Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO) → Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F → Why 3D printing is "almost a cheat code" for rocket engines → In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25 → 3 spacecraft in orbit a 1,200-meter rendezvous → Starlink, iterating Merlin & Raptor, & working with @elonmusk → Nuclear propulsion, the Moon, & why compute needs to move to space 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space (00:49) Inside Impulse Space (02:32) Avionics Bay floor (02:59) Building rockets at home (03:50) Mira and Helios (08:00) Why Tom left SpaceX (09:33) The Deneb Engine walkthrough (11:42) Testing in Mojave (12:23) Favorite part of the Engine (13:30) How it's 3D Printed (14:21) Why 3D Printing changes everything (16:54) Finding Talent for COPVs (17:28) No Modern hardware without software (19:52) The Mill Turn explained (22:42) Payload Deck Design (25:28) Entering the Secret Area (30:48) Thrust, Flow Rate, & 100 Sensors (32:13) Collision avoidance in Orbit (32:57) The Electric Propulsion Chamber (34:28) Nuclear Electric is the future (38:49) Data Centers in Space (40:28) SpaceX & Starlink's Growth (41:10) Working with Elon (42:07) If not CEO, then what? (42:32) Moon matters more than Mars

Another reminder that prediction markets are scams

Introducing Lattice Deduction Transformers: An 800k-parameter looped transformer that reasons like a SAT solver achieves 100% on Sudoku-Extreme with only 15 minutes of training. A collaboration between @axiommathai, @AmherstCollege and @BarnardCollege.

Dude it’s just gone

News from the future: Nvidia announces Windows PC at computex next week youtube.com/watch?v=o8FL3nVD…

Rest in pieces New Glenn

Serenity真正厉害的地方，很多人不太懂。 与其阅读推文，不如和泥伏雷一起研究她的“埋伏”思路； Serenity 的框架本质上只有一句话：AI 基础设施的物理瓶颈会依次解决，每解决一层，资金就流向下一层——他要做的就是永远站在下一层的门口等着。 ⬇️具体说几个关键点： 他的起点不是选股，而是读 NVIDIA 的路线图。他相信 NVIDIA 一旦公开说要做 CPO、做硅光，这条技术路线就是确定性的，剩下的只是供应链上谁是瓶颈。 所以他从 NVIDIA 的架构决策出发，逆向拆解供应链，一层一层往上游走，直到找到那个"唯一一两家公司能做、扩产需要好几年、Hyperscaler 离不开"的节点。 他的估值逻辑也很简单：不看 PE，看"这个市值相对于它卡住的市场有多不匹配"。 AXTI 七亿美元市值卡住了全球 InP 基板，SIVE 不到三亿美元控制 CPO 激光光源——这种错配就是信号。 他最重要的一个洞察是关于时间差：机构基金受合规和规模限制，发现新瓶颈比他慢一两个季度。他不是要比机构聪明，只是要比机构快。等机构报告出来，他已经建好仓了，然后用财报数据验证自己的论点。 整个 CPO 链条里，目前信息不对称最强的节点是 NCI（日本化成工业，4092.T）——高纯红磷供应商，AXTI 的上游。 他自己称之为"瓶颈中的瓶颈"，几乎没有任何英文报道。最新鲜的公开披露是 XFAB，他前天才公开建仓，EU Chips Act 2.0 是近期催化剂。 需要特别注意的是：Serenity现在有 40 万粉丝，Bloomberg 已经开始报道他的操作。 他自己也说过"not doing so well anymore"——一旦他开口，窗口就开始关闭了。 真正的机会在他说之前，用他的框架自己往上游再走一层。