University of Arkansas alumnus. Tesla owner. Science and technology nerd. Love all things SpaceX.
Joined February 2010
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Andy retweeted
“I thought it was an excellent play call. I would continue to go for it on our 34 yard line… We practiced that play with a wet ball yesterday.”
- Coach Silverfield on the 4th down Cam Settles fumble
GOOG has triggered the death cross on my trading view dashboard. Now do we wait... Or do some dollar cost averaging now and lower my cost basis.
😂😂😂
44% of our @starlink installations are complete.
(That’s 44 out of every 100 if you're reading this, Dan Orlovsky.)
I’ve spent 4 bucks charging my Tesla for the month. 284 miles added. Want to buy? Use my referral for 3 months of free FSD. tesla.com/referral/eric39722…
SpaceX just reported a massive Q3. Revenue hit $14.6B (+161% YoY), swinging to a $4.4B net profit from a $1.1B loss last year. The Super Intelligence/AI segment alone did $7.6B. Stock is up ~10% on the results. The business is clearly scaling. S&P 500 inclusion remains a 2027+ possibility once the seasoning and profitability requirements are fully met, but the numbers are hard to ignore.
Andy retweeted
🛰️ @elonmusk wants 10 gigawatts of compute by the end of 2027. @JensenHuang says Nvidia now counts @SpaceX alongside its cloud provider customers, and the two companies' engineers are designing a server for space:
"In the two parts of our chart, Elon used to be under enterprise. That's the way we reported the numbers. Now he's part of our CSPs... They're massive.
He's using our technology for his own AI in training models and such, deploying models, of course... And the demand for GrokBot, the consumption for GrokBot is really skyrocketing. And then, of course, he rents it. And so the combination of these three things, he's fairly unique in doing that...
He loves the intersection between computing and the physical build-outs... And nobody knows more about energy than he does.
And one particular new market that we're going to go explore together is putting data centers out in space. So our two engineering teams are working super closely together to create a new type of server, a new type of architecture that might be super good... in space and on Earth."
— @JensenHuang, CEO of @nvidia on @BG2Pod with @altcap
