I run, I lift, I read and I travel. I love my Tesla, I love the Tesla community. I try to stay on top of my games so I can look after the people I love.
Itβs clear AI will pass human intelligence in the foreseeable future! When that day comes, AI will be able to do almost everything better than us humans. The only thing we can do better is, being a human! But do we know what thats even mean? π§
SpaceX under the leadership of @elonmusk is a great testament to engineering, innovation, and relentless drive to never give up. Congrats to the entire team @SpaceX for the IPO tomorrow! Well deserved.
I've watched Elon build SpaceX from a rented warehouse in El Segundo to a $1.75 trillion valuation. Every expert said it was impossible β too expensive, too risky, government would never allow it. Today it prices for the largest IPO in history. Never bet against Elon! Some lessons cost real money to learn.
For sure. Retail already pledged over $70 Billion. The total issue is $75 Billion, only 30% allocated to the retail. At minimum it's 2x over subscribed. I would be happy to get one share, even I applied more. It's more of ceremonial for me and my child. Will build position gradually.
@nerdalert I am not a religious person, but standing in the middle of Sagrada Familia, I couldn't help feeling closer to the higher power. Gaudi was a genius!
I vibe coded an app to help me keep track of my macro, saturated fat, sodium, and free-sugar so I can manage my LDL and blood pressure. I don't know how app eco system is going to change, but from personal health point of view, Codex and Claude Code has definitely made easier than ever to make meaning out of the numbers.
The metric I keep coming back to for SpaceX is $/Mbps to orbit
Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. Thatβs about to drop again to just $0.30/Mbps because of Starship.
A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%β¦ It really seems like people don't understand the implications of this.
The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).
Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.
Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.
These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.
$1B is 90 days of operating income for Starlink... at it's current scale...
Yeah, I really don't think people are getting this. Starlink is the internet now.
I ask Fable 5 to scan my own codebase for security vulnerabilities. It automatically downgrade to Opus 4.8. I couldn't get it to work on my own code base. Am I missing anything?
Claude Fable 5 is our first generally available Mythos-class model.
It ships with new safety classifiers that may flag certain prompts in dual-use domains like cyber and bio.
We've added fallbacks: a refused request retries on Claude Opus 4.8 instead of dead-ending.