One of the most underrated marvels in semiconductor fabs is the vacuum pump. A high end dry vacuum pump can spin at 90,000 RPM, operate 24/7 for years, maintain ultra clean vacuum environments, survive corrosive process gases, and hold tolerances measured in microns. These Turbo Molecular Vacuum Pumps cost $10,000 to $25,000 per unit. Without them, there are no chips, no AI GPUs, no smartphones. The semiconductor industry isn't just about EUV lithography. It's also about thousands of invisible engineering masterpieces quietly running in the background. Video Source :- Leon Li-666

The answer is progress.

Simultaneous thunder and rainbows is completely symbolic of 2026 America

No. LLM companies don't own their infra for the most part. Most value capture will happen at either the data moat level or at infra level.

interesting

That Eagle holy wow. What a show!

Anthropic:

Legend

:)

Jeff Bezos bought a superyacht. Mukesh Ambani built Antilia. Zuckerberg built a Hawaii bunker. Elon sold all his mansions, lives in a 375 sq ft prefab box worth $50,000 near a rocket launch site in Texas. And just became the world's first trillionaire. Consumption vs Creation. The builder always wins.

Here's some more of his banger takes from the same panel

Elon Musk: There are no lords and peasants at Tesla. Everyone eats at the same table. “I actually know the people on the line, because I worked on the line, I walked the line, I slept in the factory, and I worked beside them. So, I'm no stranger to them. There are many people at Tesla who have gone from working on the line to being in senior management. There are no lords and peasants. Everyone eats at the same table. Everyone parks in the same parking lot. At GM, there's a special elevator only for senior executives. We have no such thing at Tesla. We give everyone stock options. Many people who are just working the line, who didn't even know what stocks were, we've made them millionaires. And I just want to say that I'm incredibly appreciative of those who build the cars, and they know it.” New York Times DealBook Summit, 2023

For the record. SpaceX, Hayek, and the Progressive War on Wealth Creation The progressive left clings to the fantasy that wealth is manufactured by the state and its pet technocrats rather than by entrepreneurs who risk their own capital to create real value. In their mythology, government planners are the heroic “designers” of prosperity, while the private sector is a problem to be taxed, regulated, and morally lectured. As Hayek warned, “the more the state ‘plans’ the more difficult planning becomes for the individual,” and progressives are determined to make individual planning all but impossible. Their entire project rests on a basic fraud, confusing redistribution with creation. Social-democratic and socialist progressives boast about “fairness” and “equity,” but their toolkit is nothing more than confiscation and reallocation, slicing the same pie thinner while pretending they’ve baked a new one. Hayek’s point that “there is all the difference in the world between treating people equally and attempting to make them equal” goes straight over their heads, they weaponize the latter to justify endless expropriation from those who actually produce. The manufactured outrage on the progressive left over the SpaceX IPO is not about fraud, abuse, or failure, it is about their ongoing indoctrination campaign to portray success, risk-taking, and genuine wealth creation as moral crimes. A private company goes from “10 percent chance of success” to one of the most valuable enterprises on earth, and their instinctive response is not admiration or curiosity, but rage that such achievement is even allowed to exist. They see Elon Musk’s trillionaire status not as the byproduct of extraordinary innovation and execution, but as a kind of cosmic theft that must be punished by the tax state. This is entirely consistent with the broader progressive project, socialize resentment, demonize entrepreneurial gains, and condition the public to believe that any concentration of wealth outside the state is inherently illegitimate. Hayek saw this coming decades ago when he warned that central planning steadily erodes the scope for individual initiative, because the logical end of their ideology is a public that no longer dares to think in terms of independent ambition or long-term wealth building. Progressive leaders feed this mindset daily, insisting that “rigged” markets and “oligarchs” are the problem, while cleverly leaving the state, and its favored constituencies, as the only acceptable repositories of power and resources. Their reaction to SpaceX is a case study in this pathology. A company that has slashed launch costs, expanded human access to space, and built critical strategic infrastructure is reduced in their rhetoric to a symbol of “inequality” and “greed,” precisely because it exposes how much more effective decentralized, risk-taking capital can be than bureaucratic planning. The message encoded in their fury is clear, do not build, do not risk, do not aspire, unless it is under the watchful, confiscatory eye of the state. $SPCX

JEFF BEZOS: “I'M VERY ADMIRING OF WHAT SPACEX HAS DONE AND I WANT THE WORLD TO HAVE AT LEAST TWO SPACEX'S — MAYBE EVEN MORE. GREAT INDUSTRIES ARE MADE UP OF MANY COMPANIES.”

😂

The lesson I take from the SpaceX IPO is that the only thing stopping us from solving arbitrarily difficult problems is extreme creativity in business models. No amount of tax and spend programs got us reusable rockets and great electric cars. Customer delight is a necessary precondition for success. There seems to be some discussion around whether successful entrepreneurs should give up control of their companies so they can subsidize some philanthropic venture that otherwise has no value prop sufficient to run it as a business where customers voluntarily exchange money for goods and services at a competitive and reasonable price. This misses the point. Transformational products deliver tangible value at 1000x the rate of charities whose value cannot be tested in the market place. Think about the undeniable value of the smart phone, satellite Internet, electric consumer devices, etc etc. I think the transformational moment for SpaceX was when Elon stepped away from the philanthropic Mars greenhouse concept and fixed his resolve on unlocking radically better rockets for humanity. The greenhouse would have been, at best, a neat trick. Falcon and Starship give humanity a durable economic engine to maintain and improve access to space, forever.

If a Treasurer of a Fortune 1000 company kept all of their cash in one bank they’d be fired for incompetence. Similarly, if the leadership of a Fortune 1000 company bets the farm on only one frontier lab and their models you’re taking a lot of risk. This risk compounds as the labs’ intentions and public actions are bewildering and show them to be increasingly unpredictable. This is why every major enterprise needs a model agnostic “control plane”. Get the work done, increase the productivity, make more money, save costs, increase efficiency but do it with governance, auditability and control. Capabilities across all models are converging. Open source prices are, in some cases, 1/100th of the frontier labs. But governance, control, compliance and collaboration capabilities don’t exist unless you first focus on the right “control plane”. If you do not find such a “control plane”, you’re increasingly taking risk as the frontier labs become increasingly unpredictable. This is why 8090’s Software Factory is used this way in every major part of the economy including governments.

Brad Gerstner started Altimeter in 2008 with $3M from friends and family, in the depths of the GFC, when everyone thought he was crazy. Since 2011, his fund has generated 25% returns per year. Here's how a travel-search guy built one of the best investing track records:

Five dimensional chess doesn’t exist. Everyone is furiously improvising all the time. The future is utterly uncertain.