Timothy retweeted
SpaceX doesn’t need the government, the government needs SPCX.
Democrats and Elon will be working together.
I’m warning you all.
This will be reposted.
🚀
Timothy retweeted
“John D. Rockefeller in his day was smart enough to see oil as what the U.S. was going to run on for a long time into the future, and you could say the same today about semiconductors…
Holding a dominant position at the key bottleneck in the chip-manufacturing process should greatly benefit ASML over time.”
🗣️ Dev Kantesaria, ValueInvestor Insight, October 31, 2026 ($ASML)
Timothy retweeted
Here’s the full interview of @elonmusk with Ron Baron
0:13 - Exciting times ahead
0:21 - First principles and TerraFab
2:18 - Chip fabs geopolitical risk
5:51 - Terawatt scale ambition
6:14 - Trillion dollar phased build
7:36 - Why others don’t improve
7:49 - Austin research fab iteration
10:49 - Culture of speed and ideas
13:48 - Walking the floor hands-on
15:39 - Data centers pitchforks
16:44 - OpenAI origins Anthropic
18:09 - Building data centers fast
20:01 - Revenue exploding Jose meme
23:16 - Model Y best in China
23:28 - China ownership exception
24:50 - ARR to five hundred billion
27:45 - Digital AI economy boost
28:21 - Robotics five times productivity
30:10 - Rent robots not sell
30:41 - Memphis community benefits
32:55 - Data centers in space
33:35 - StarMind and space power
36:26 - Cost to orbit history
36:52 - Falcon nine reusability limits
39:09 - Hourly launches Starship size
40:25 - Chopsticks and heat shield
44:30 - Starship unlocks Starlink
46:49 - Agentic traffic thousand times
48:09 - Starlink V3 bandwidth explosion
51:26 - Spectrum and telcos
52:43 - Satellite replacement cycle
53:17 - Laser links hundred times
53:55 - Competing with China power
55:37 - Space intelligence advantage
57:19 - Demand from superintelligence
58:02 - Universal high income future
1:00:43 - Legacy contribution
SpaceX will attempt to catch both the Super Heavy booster and Starship on the upcoming flight.
If both are successful, it will mark the first time that all parts of an orbital rocket return to Earth intact.
This is the critical breakthrough needed to make life multiplanetary.
More than a dozen flight tests and years of development, with countless hours worked by SpaceX engineers and technicians, all come down to this: the first orbital Starship launch carrying advanced Starlink satellites bound for space.
Watch “Go For Orbit” and experience the moments behind flying the most ambitious Starship mission yet
Timothy retweeted
In 200 b.c. the Qin Dynasty unified China for the first time and wanted to create a new world. They burned books from conquered states and other schools of thought to erase inconvenient history. Status quo doesn't benefit from widespread knowledge. Knowledge threatens the state of things because the more people know and the more they think, the more they can come up with ways to change things. And change is unforgivable from an Orwellian perspective. It's why Ignorance is Strength and why you either fully buy into the new reality or get your soul crashed until you don't know what reality means.
What's so unique about our world is that all knowledge and compute is at the tip of our fingers, yet no one reads anymore. There's multiple records of every piece of data, landscape, person, and nobody thinks about it. The wave of information we live in is akin to a place without it. So many news that the important ones go unnoticed. So much freedom on paper that we don't think if we are really free.
I think I read in the prologue of Fahrenheit 451 that you don't have to burn books in a world of non-readers, a world of non-knowers. In Bradbury's world, firemen are not hired with a top-down mandate to burn books. Firemen are a bottom-up demand. They are meant to keep people in the state of things they deliberately chose.
Exactly 😂
Tesla has no government contracts and President Trump ended federal incentives for electric vehicles.
SpaceX contracts with the government are BOTH the best product AND the lowest price! Moreover government revenue will be less than 10% of SpaceX revenue this quarter and less then 5% a year from now.
Happy to cancel any that the government doesn’t want. Just say the word!
Timothy retweeted
Kilauea is erupting again. This lava fountain started at 12:10 this afternoon Hawaii time, and these fountains usually climb 500 to 1,500 feet high within an hour or two.
Video: USGS Hawaiian Volcano Observatory
Well, what a few years it has been.
@RecurveCapital how we feeling? What are your thoughts?
$CCOI
And here is the 30% decline.
what a shit show this has been. $CCOI
Shout out to @WaltLightShed for being right. One of my biggest mistakes I have made.
.@WaltLightShed is always one of the best parts of the $CCOI call.
I do wish one would simply ask why no insiders are buying. That would really show they believe in the strategy.
Bingo.
The midterms are always a question of degree, not who is going to win.
Timothy retweeted
Joe Rogan warns Texas conservative leadership that THC ban will lose them young voters and turn state Blue:
“The THC thing. Here's what Texas doesn't understand. You will fuck this place up, and you will turn the whole thing blue. The kids will turn on you. If you tell them they can't smoke weed. They know weed's not killing anybody.”
Timothy retweeted
NEW 🚨 Why Did America Stop Building Airports? Sky Harbour CEO Tal Keinan on the AI Wealth Wave, Private Jet Boom & Solving the Hangar Shortage
@JTLonsdale sits down with Sky Harbour ($SKYH) CEO Tal Keinan
They cover:
- How did USA build thousands of airports in the 1930s and 40s?
- Why did we stop building new airports?
- The AI wealth wave and private jet boom
- How Tal pioneered the home-based operator model
- How Sky Harbour uses AI to pinpoint new locations and customers
(00:00) Episode intro
(01:45) Eighteen years as an F-16 pilot
(04:00) Clarity Capital and Israel's tech explosion
(08:16) “Nowhere to park it” / Why did America stop building airports?
(10:40) Why general aviation airports don't make money
(13:15) The FBO duopoly & why they love NetJets
(16:05) How Tal created the home-based operator model
(19:10) How the Sky Harbour business model works
(24:50) How Tal uses AI to scout customers and locations
(27:09) The AI wealth wave & private aviation boom
I think it is becoming more fair to look at $XYZ like this.
Reminds me of when ppl only looked at $TSLA as a car company....
I think @jack is brilliant, but the guy has been lousy for shareholders over his career. I hope that changes.
To those who think $XYZ is “just a payments company,” read its Q3 shareholder letter. With BuilderLabs creating AI solutions for other companies, Dessa enabling voice interactions with AI, and Buzz monetizing in Q4, Block is very much an AI company.
Timothy retweeted
That's pretty wild... "everyone in the US transacts with a Square seller every year"
Then you have Neighborhoods... which if the value add in Neighborhoods is even remotely reasonable to buyers, then they can seriously increase the pie here for Square and Cash App.
$XYZ
Timothy retweeted
Charlie Munger tells the story of an actor who once said: “I’ve been a great actor for so long that I’ve stopped knowing what I truly think about any subject.” Then Munger says: “Politicians are like that.” $djco
Dems went from “SpaceX and Starlink are impossible and Elon’s a rube” to “they only work bc of subsidies and would fail otherwise” to “they are so critical to the USA we must be authoritarian and seize them” in a decade.
"SpaceX isn’t a tech company. It’s an aerospace and communications company. It is vital to America’s national security and it must be brought to heel and aligned with America’s interests."
lnk.thebulwark.com/3We7Trq























