JUST IN: Investment bank gives SpaceX outperform rating and $190 price target

Humanity’s future is beyond Earth. I’m building the electromagnetic platform for space because electromagnetism is one of nature’s fundamental forces. It’s one of the most efficient ways to convert energy (which is abundant in space) into motion, force or other useful work.

Shaun is seeing something most people miss: not only orbital compute will succeed, but @SpaceX will become the largest and most affordable AI compute provider.

比尔盖茨曾经对特斯拉做过一笔巨额的空头操作，马斯克质问道：“你为什么要这么做？为什么要做空特斯拉？” 盖茨回答：“嗯，我跟我的财务顾问聊过，我看了数据分析，觉得它的估值过高，所以我会通过做空赚钱。” 马斯克则回应道：“你为什么在乎赚这点钱？我以为你支持电动车、支持应对气候变化、想要拯救世界。你怎么会为了赚点钱而去赌特斯拉失败？” 随后，他失望地转身离开。 这件事让纳瓦尔意识到，马斯克是一个纯粹主义者。他说的是真心的。对他来说，金钱只是实现他目标的工具。所以，愿意相信他表面说的每一句，这很疯狂，因为很多设立宏大目标的人只是为了激励他人，但你知道他们并不是真的那么想。

What is on the thermal camera image?

Love it. @arshavsky @Babettism

“We’ve done the analysis, reusable rockets aren’t economic.” SpaceX makes reusable rockets economic. “We’ve done the analysis satellite internet isn’t economic. The antenna alone is tens of thousands of dollars. The cost to manage a constellation that size, the radiation, the space hardened solar cost…” Satellite internet appears to be a very good business with antennas in the $100 range. “We’ve done the analysis, orbital data centers aren’t economic. The radiators, launch costs, the radiation, the solar…” You are here.

.@SawyerMerritt Just received this from Tesla in Australia. I have a 3 week old Model Y L.

Tiny entry in the database. Huge implications!

Finally a thrust puck photo! Beaut.

SpaceXai spends $30b constructing a datacenter Signs a deal to rent some portion of it for $15b per year Not a bad business

There is only one space superconductor company.

Great innovation. Just when people thought that there is nothing to be done on cars.

The Soviet whaling fleet killed 180,000 whales between 1948 and 1973, delivering rotten carcasses that nobody wanted to eat. Soviet citizens had zero demand for whale meat. The ships hunted anyway, fulfilling quotas handed down from central planners who counted tons of dead whale as economic output. This was bureaucratic box-checking that nearly drove multiple whale species to extinction. Soviet whalers targeted endangered right whales and humpbacks specifically because they were larger, helping them hit tonnage targets faster. The meat rotted on deck during long voyages back to port, where officials dutifully recorded the numbers and sent reports to Moscow declaring another successful harvest. Central planners measured success in tons harvested, not consumer satisfaction or long-term sustainability. Factory managers got promoted for exceeding whale quotas, regardless of whether anyone actually wanted whale meat (they didn't). The feedback mechanism that normally connects production to human needs had been severed entirely. When bureaucrats replace market prices with administrative targets, you get mass slaughter with zero purpose. You still see this today every time politicians promise to "create jobs" in industries that lose money year after year. When government agencies measure their success by dollars spent rather than problems solved. When university administrators chase enrollment numbers instead of student outcomes. Remove the profit motive and price signals, and you get 180,000 dead whales rotting in the sun while commissars celebrate meeting their targets. You don't get rational planning. Socialism is fundamentally destructive to the environment and inevitably leads to ecological disasters.

Wow I can't believe the ambition! Science fiction is becoming real. Thank you @whoisheartbreak and @SpaceX team!

You gotta love the @SpaceX humour! (deploying hot-dogs)

Dear Qantas, Was QF11 to LAX a refreshed model then? If so please refresh the screens, they are close to 20 years old now. QANTAS COMPLETES A380 FLEET RENEWAL AS FINAL SUPERJUMBO RETURNS TO INTERNATIONAL FLYING qantasnewsroom.com.au/media-…

Thanks! Got my red one on Saturday. I'm just realising how quiet the motors and/or the cabin are. I have driven an RWD Juniper Model Y earlier this year and the motor was whining when I pushed it.

I missed this in all the noise!

Importance of innovation is based on inevitability. Though highly successful the iPhone is just a design convergence of everything around the time. Reusable Falcon 9 was far from this. Industry was laughing at reusability. The first competitors are coming online 10 years later.