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11.13.2026
An epic moment for humanity. $SPCX will attempt to catch Starship, proving reusability and taking a giant step in making us a multi-planetary species.
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@alojoh keep posting these bizarre screen shots of his investment performance and people are falling for it.
Not of it is verified. 🤣 But his subscribers are paying him $6M a year in fees. Biggest scammer of them all.
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$spcx has moat - manufacturing.
🤖 Made with AI
SpaceX has a chance of going about half the GW next year of actually usable compute.
“Actually usable” is an important metric. It takes us ~2 months working 24/7 to get a large compute cluster working reliably. I’d guess closer to 6 months for others.
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Yup. 👇🏼👇🏼👇🏼 $spcx
People are fading $spcx pre-market based on some reports Anthropic reportedly told analysts it won't extend its SpaceX compute deal past mid-2027.
CoreWeave: "largely sold out through 2027." Microsoft: "demand that exceeds supply." Google rents SpaceX compute itself.
Rent from whom? I read it as leverage before renewal. $SPCX
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This is surprising.
Korean retail net sold $639M of $TSLA and its 2x ETF in the month to Nov 10, and net bought $608M of $SPCX.
95% of the money went straight across, into what they see as the surviving parent if a merger happens.
If you expect a merger, it is likely SpaceX will I’ll offer a premium to Tesla shareholders.
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Slowly then all at once 👀
Tesla Robotaxi went driverless in San Antonio yesterday with a 270+ square mile zone. Waymo's there covers about 60.
Day one, 4.5x the map, no safety driver, about 1M residents covered.
Scale is the whole game in autonomy. $TSLA
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$spcx is undervalued.
Larry Page reportedly has a number for how much computing will end up in space: five nines. As in 99.999%.
@patrick_oshag heard it secondhand: "Someone asked Larry Page how much of compute will be orbital, and he said five-nines."
@martin_casado's reason it might happen: "It's just basically regulatory." He thinks there are 500 proposed bills to stop data center building in the US, Texas included.
From @InvestLikeBest.
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The roads will never be the same. Elon is planning a liquid silver color for the Cybercab. $tsla🫡🫡🫡
🤖 Made with AI
当全世界的聪明人都在为近 4 万亿美元市值灰飞烟灭捶胸顿足时，硅谷风投大佬 Chamath 却掏出放大镜，找到了一个真正决定 AI 巨头生死的命门。
这位硅谷老狐狸抛出了一个暴论：眼下整场 AI 博弈的胜负，全看一单买卖。他指的，正是马斯克的 SpaceX 和 Anthropic 签下的那份算力合同，里面藏着一个“双向 90 天随时解约”的条款。
这事还得从这周的政治海啸说起。美国中期选举共和党遭遇了水门事件以来最惨的溃败，连红了几十年的德州都翻蓝了。州长们听见“数据中心”四个字就像见了瘟神，因为选民们早就受够了：这些庞大的机房除了替科技巨头赚钱，留给当地人的只有昂贵的水电费和噪音。
各地要是真给新数据中心按下暂停键，算力供给立马就得卡脖子。
就在这个节骨眼，硅谷的阶级成分瞬间清晰了。手里有现成地盘和电力的微软、谷歌、Meta、亚马逊，外加马斯克的 SpaceX，成了紧俏的“房东”；而像 Anthropic 和 OpenAI 这种得急需算力来迭代大模型的实验室，说白了，只是群没有房产证的“租客”。
在 Chamath 看来，这直接把马斯克送上了牌桌的主位。
手握着庞大算力，一旦数据中心审批放缓导致算力紧缺，现货价格可能会翻倍甚至涨到三倍。如果现货暴涨让原有长约变成了亏本买卖，SpaceX 随时可能直接动用“提前 90 天解约”的条款撕毁老合同，把算力按现货价重新计价。
到那时候，急需算力续命的 Anthropic 除了当场滑跪、认下翻倍甚至三倍的高价，根本没有第二条路可走。
就在这两天的富达路演上，面对机构把 IPO 估值从 2 万亿美元狠砍到 1.2 万亿的“骨折价”，CEO 达里奥为了保住上市，硬是诚恳地向买方投资者连说了三次“谢谢”。现在就开始赔笑脸了，真等到马斯克拔电源那天，他们更是连谈判的筹码都没有。
更损的是，这一刀要是真捅下去，等于当场给其他“房东”上了一堂生动的现实主义扫盲课，启发它们重新盘算手里的算力到底是留给自己用，还是拿去放高价租。而那些“二房东”们，为了不被踢出局，只能咬碎后槽牙，不计代价地去抢购市面上残存的算力。
听到这儿，旁边的 Jason 赶紧踩了脚刹车。他反驳说，马斯克跟 OpenAI 的奥特曼确实仇深似海，但跟 Anthropic 团队的关系好得像蜜月期，而且 Anthropic 还是他未来搞太空数据中心的好搭档。就算现货涨上天，马斯克也未必会干出直接掀桌子按现货价宰客的事，大家坐下来谈个“中间价”才更像人话。
但 Chamath 显然不相信硅谷的塑料兄弟情：“这跟关系好不好无关，跟谁是好公司坏公司也无关。这就是一张算账的表格，表格会直接给出答案。”
在这场近 4 万亿美元灰飞烟灭的魔幻风暴里，所谓的科技宏大叙事，剥开来看依然是最朴素的包租公哲学：只要电表转得够快、现货涨得够狠，再美好的革命友谊，可能也熬不过一张 Excel 表格，和一纸短短 90 天的逐客令。
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Here we go.
Starship Flight 15 targets Nov 13. Catch the booster at T+6:35, fly ~14 orbits, then catch the ship at T+22:32.
Two catches, one rocket, zero thrown away. That is the moment launch cost really starts to fall.
$SPCX
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Musk predicted 250,000 Cybertrucks a year. The US bought 20,237 in 2025 (KBB estimate). Giga Texas now winds it down by mid-2027 to make room for Cybercab.
This is a CEO who is not afraid to pivot. 🫡👊🏼
Onward and upward.
$TSLA
🤖 Made with AI
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Panic selling is not the way to generate wealth. Yesterday was one of the most brutal selloffs I have seen in 30 years of investing. You can’t worry about what you can’t predict or control. $spcx $tsla
@elonmusk will be at the Baron Capital conference today. 🫡👊🏼
@RonBaronAnalyst @BaronCapital
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Morning ☕️ and a dose of Tasha and Daniel 🫡 $tsla $spx
Good discussion of the businesses and the benefits of a potential merger.
Tesla’s AI Spend Could Go From $7B To $225B
We published our 2031 Tesla valuation. @TashaARK and @DMaguireARK walk through what changed from our 2029 valuation and why.
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@alojoh is such a loser 🤣
How are his subscribers doing in the past two days?
Let me guess. He was perfectly hedged 🤣🤣🤣🤣🤣
IMHO, Elon got into politics because he was forced to by Dems and institutions funding the left attack. He choose Trump because he said he would go after the corruption, balance the budget, release the files, close the borders, AND he knew where AI was heading and he needed to be involved. Then Trump turned his back on him after Elon stuck his neck out, running him out of the WH with a black eye. Then they killed Charlie, covered it up (horrible job at covering it up) and threaten Elon. From that point on, his hands are tied. He got into bed with some bad people and now everyone hates him. He should have stuck to just focusing on his companies but he is a very prideful guy (ironically) so he just couldn't let anything go
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