4,985 Photos and videos
Timbo retweeted
Elon and SpaceX look at this and think “yeah that’s about right”
I work for one of the largest data center operators in the world.
Three things you should know:
1. There is virtually no terrestrial data center capacity left. 1% vacancy. No one can build fast enough….
2. I’ve never seen this much demand (and at this size), in the nearly 8 years I’ve been in the business.
3. It generally takes 2 years to build multi-GW data centers.
*SpaceX(AI) is the exception to #3. These aliens figured out how to do it in months, not years.
A. This is why SpaceX terrestrial compute leasing has massive upside.
B. This is why SpaceX orbital data center TAM is so massive.
Terrestrial leasing upside is huge. Orbital TAM is bigger. $SPCX
2
1
32
2,958
Reminder:
SpaceX(AI) works at unprecedented speed and scale.
Jensen, CEO of Nvidia:
“Never been done before – xAI did in 19 days what everyone else needs one year to accomplish.
That is superhuman – There's only one person in the world who could do that – Elon Musk is singular in his understanding of engineering.”
There is no doubt that SpaceX will bring on additional terrestrial compute. They build faster than anyone, demand is unprecedented, supply is at all time lows, and their gross margins are 70-85%.
$SPCX x.com/Timboo/status/20093841…
85
Looks like MSCI already started last Friday.
The smallest expected of the four.
MSCI already started on Friday:
x.com/DeItaone/status/206553…
1
1,352
The 2027 S&P add is the real whale. ~$90–160B of forced buying once you adjust for float. $SPCX
I have bad news for the $SPCX bears… the forced-buying is about to begin.
$22–30B of price-agnostic buying. Into a sub 5% float. Over the next 20 days.
CRSP (VTI) ~Jun 19
FTSE Russell Jun 26
MSCI Jun 29
QQQ ~Jul 6
1
2
213
I work for one of the largest data center operators in the world.
Three things you should know:
1. There is virtually no terrestrial data center capacity left. 1% vacancy. No one can build fast enough….
2. I’ve never seen this much demand (and at this size), in the nearly 8 years I’ve been in the business.
3. It generally takes 2 years to build multi-GW data centers.
*SpaceX(AI) is the exception to #3. These aliens figured out how to do it in months, not years.
A. This is why SpaceX terrestrial compute leasing has massive upside.
B. This is why SpaceX orbital data center TAM is so massive.
Terrestrial leasing upside is huge. Orbital TAM is bigger. $SPCX
If I were an AI company, I would be desperate to IMMEDIATELY secure:
1. More terrestrial AI compute (to rapidly improve models & capacity and therefore revenue)
2. Future terrestrial AI compute capacity access
3. Priority access to future orbital AI compute
🚀
12
37
524
61,401
SpaceX Tesla running space, energy, AI, and robotics in parallel can push humanity through a civilizational bottleneck.
Epic. Exciting. Motivating. Inspirational.
Make our Sun sentient to understand the Universe and extend the light of consciousness to the stars
1
341
Who doesn’t love when Friedberg posts on 𝕏? The best. 👏
Jun 14
they’re not jobs if they’re not valued. they’re not valued if there aren’t customers out there willing to pay them for their great work. needing the government to “create” a job is tantamount to welfare and that level of welfare resolves these individuals to a dependency on the government and lack of economic mobility. and chains our people, collectively, to a more indentured future.
you may be well intentioned but you have, and always will, fail to see the destitute folly of government as a job creation engine.
i have tried to engage you on this topic, in good faith, with empiricism and reasoning, but you have only dodged my points and pivoted to some populist refrain about the importance of taxation and the evils of productivity-driven success.
i can only assume you’re dodging these truths because you and the rest of the politburo leadership have deemed the conversation unsafe speech and put your oligopoly at risk.
let’s leave it at that then.
perhaps if your ways get their day, we can all bask in the glories of the dark ages ahead.
4
352
Timbo retweeted
Jun 13
I’ll take the trillionaire creating thousands of millionaires over the millionaires creating trillions in debt.
102
1,451
13,498
171,439
Getting the sense that people think Elon has “won.” That the work is done now that he’s a trillionaire and SpaceX has gone public.
Wrong read.
He’s only just begun. There’s so much left to build.
His exuberance is unmatched. His commitment is unmatched. It’s inspiring. It’s motivating.
Grateful to support these companies. By buying the products. By investing in the future.
Thank you, @elonmusk.
2
1
24
554
From the surface I understand why some FEEL SpaceX is overvalued.
Most don’t want to do the work (which is ok) but with a little research it starts to make sense.
With deeper research, severely undervalued is what you confidently walk away with.
@mach33 @aaronburnett @VladSaigau are your friends if you’re interested in doing a little deep dive. $SPCX
Check out the Mach 33 research. Best out there on SpaceX.
Its not overvalued ;)
research.33fg.com/feed
1
1
7
876
Timbo retweeted
Jun 13
.@BernieSanders , it is a time to celebrate. @elonmusk has created enormous value for society by building @SpaceX, driving down the cost of rocket launches and creating a global satellite communication network that has brought high speed, low-cost internet and communication access to hundreds of millions and eventually billions of people along with critical advantages for our military and our nation’s defense.
SpaceX and its technologies will cause an acceleration in the growth of wages and wealth creation globally, including in some of the poorest communities in the U.S. and around the world.
Access to low-cost, high speed communications everywhere will allow children around the world to be educated, families to build businesses, and life-saving medical knowledge and care to be available everywhere.
SpaceX will materially bring down the cost of compute, advancing AI and humanity.
Meanwhile, 4,000 SpaceX employees yesterday became millionaires, including hourly wage employees who you claim you are trying to help.
The Elon Musks of the world drive growth, global GDP, and provide access to goods and services at lower cost that would otherwise not exist.
Elon’s nominal trillionaire status is due to his ownership of SpaceX, Tesla, Neuralink, the Boring Company and his other initiatives that have brought new technologies that improve our everyday lives.
Elon is not sitting on a trillion dollar pile of cash, jewelry and gold. He is using his controlling stakes in his companies to advance mankind. Elon’s companies don’t pay dividends. They reinvest all of their capital to accelerate innovation and value creation.
Elon is working 24/7 for all of us. He deserves respect and appreciation, not smears.
Bernie, your socialism would never allow a SpaceX to be built. Socialism has only proven to impoverish mankind and lead to death and destruction.
We need to create the conditions for more SpaceXs to be built, not attack the great entrepreneurs who are helping to advance our country.
Jun 12
3,748
9,432
49,313
2,748,704
SpaceX and Starlink saving lives.
Many such cases.
Such amazing technology.
Wonderful to see!
Jun 13
The U.S. State Department has signed a two-year Memorandum of Understanding with SpaceX to use @Starlink to enhance international disaster preparedness and U.S. humanitarian response efforts worldwide, the State Department announced.
"The two-year MOU leverages Starlink, an American innovation, to restore critical communications when crises and natural disasters damage infrastructure. The Department’s Bureau of Disaster and Humanitarian Response will coordinate with Starlink to provide rapid connectivity to emergency responders, humanitarian organizations following disasters, and people in need. Communication can mean the difference between life and death. This cooperation harnesses reliable connectivity to support disaster response teams and help save lives around the world."
139