Alphabet

[Tesla Yoda @teslayoda]

Why doesn't Tesla rent out Cortex compute to Anthropic and Google?

[Alphabet @AAbcdefghabc]

@wholemars https://t.co/sYNjR9hCLG

[Tesla Yoda @teslayoda]

Why doesn't Tesla rent out Cortex compute to Anthropic and Google?

[Alphabet @AAbcdefghabc]

@wholemars SpaceX is earning $2.17 Billion / month of revenue from compute that was reserved by Tesla. https://t.co/1V1zWwjWNC

[Alphabet @AAbcdefghabc]

@chamath This compute capacity was reserved by Tesla. https://t.co/1V1zWwjWNC

[Alphabet @AAbcdefghabc]

@elonmusk @beffjezos SpaceX is generating $2.17 Billion / month in revenue on compute reserved by Tesla. https://t.co/1V1zWwjWNC

[Alphabet @AAbcdefghabc]

@Jason SpaceX is earning $2.7B / month on compute that was reserved by Tesla. https://t.co/1V1zWwjWNC

[Alphabet @AAbcdefghabc]

@Geramac7 @chamath SpaceX/Ai is renting out for $26 billion/ year so clearly they did not need it either.

[Alphabet @AAbcdefghabc]

@mikepat711 SpaceX is earning $2.17 billion in revenue / month on compute that was reserved by Tesla. https://t.co/1V1zWwjWNC

[Alphabet @AAbcdefghabc]

@TeslaCharging will be a great business for many.

[Isaac French @isaacfrench_]

Boots on the ground look 🥾🔌

[Alphabet @AAbcdefghabc]

How to play the SpaceX IPO ($SPCX)? Elon wants to merge Tesla and SpaceX. If Tesla is valued at a similar premium to the Twitter acquisition (38%), the near-term floor for the stock is ~$570 per share. However, as Elon has said, Tesla will be worth more than Saudi Aramco and Apple combined if it executes well over the next two years. For this reason, I expect Tesla to be valued at $5+ trillion in a merger, or $1,315 per share.

[Alphabet @AAbcdefghabc]

@mikesimonsen Tariffs = inflation
Refunding Tariffs = more inflation

[Alphabet @AAbcdefghabc]

@Kalshi @SawyerMerritt Tesla would need to be valued at $5+ trillion in the deal for this to make sense.

[Alphabet @AAbcdefghabc]

I share @elonmusk's belief that "Tesla has the potential to be #1 (by market cap) by a large margin" and "I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined." For this reason, I will vote against merging $TSLA with SpaceX unless Tesla is being valued at $5+ Trillion in the merger. $SPCX

[Alphabet @AAbcdefghabc]

I share @elonmusk's belief that "Tesla has the potential to be #1 (by market cap) by a large margin" and "I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined." For this reason, I will vote against merging $TSLA with SpaceX unless Tesla is being valued at $5+ Trillion in the merger. $SPCX

[Alphabet @AAbcdefghabc]

@farzyness The most desirable real estate & land will sky rocket.

[Alphabet @AAbcdefghabc]

Substantial capital is sidelined or on the short side due to Michael Burry and Andrew Sorkin's media tour on the "AI Bubble." Capital allocators should listen to creators like Elon Musk and Jensen Huang, not eternal pessimists like Burry and Sorkin. ☕️

[Alphabet @AAbcdefghabc]

Over the next few years, AI tools will enable grass root efforts to cut waste fraud and abuse. This will return tremendous wealth to tax payers. NYC has so much potential.

[Alphabet @AAbcdefghabc]

@RyanHoliday Stoicism is when you have a 5 minute crash out when the daughter of your political enemy says she likes Marcus Aurelius.

[Alphabet @AAbcdefghabc]

The progression of Envy:

“The beginning is that a man strives to lower another’s reputation, and this either secretly, and then we have ‘tale-bearing,’ or openly, and then we have ‘detraction.’ The middle consists in the fact that when a man aims at defaming another, he is either able to do so, and then we have ‘joy at another’s misfortune,’ or he is unable, and then we have ‘grief at another’s prosperity.’ The term is hatred itself…”

Thomas Aquinas, Summa Theologica, II-II, q. 36, a. 4, ad 3.

[Elon Musk @elonmusk]

Poverty can and will be eliminated, but envy is eternal

[Alphabet @AAbcdefghabc]

Death is dead, Happy Easter ✝️

[St. Thomas Aquinas @Aquinas_Quotes]

The risen Lord restored love and banished his fear. So Peter, who before had denied Christ because he was afraid to die, now, after our Lord has arisen, feared nothing. Why should he be afraid, since he now realized that death had died?