Alex

Stealth mode space project; energy transition; banking

[Alex @AlexAnanin]

Open Call: Help us bring space-grade cooling to Earth.

We’re looking for engineers, scientists, AI teams, and technology owners to retrofit existing refrigeration, build next-generation cold-chain systems, and recover overlooked practical wisdom.

Let’s redesign cold.

[🔨Robert The Builder 🇺🇸 @NobodymrRobert]

It's happening.

[Elon Musk @elonmusk]

Bamf

[Thomas @TR_0577]

God I love SpaceX

[Marc Andreessen 🇺🇸 @pmarca]

🇺🇸🇺🇸🇺🇸

[Alex @AlexAnanin]

@Handre Not ‘why’ but ‘what for?’. Abundance kills. Comfort is the best way to convert a human to a pig.

[Brian Roemmele @BrianRoemmele]

The Fabric of Space and Time.

[Startup Archive @StartupArchive_]

Peter Thiel on the difference between the best founders and “professional CEOs”

In his book Zero To One, Thiel wrote:

“We need founders. If anything, we should be more tolerant of founders who seem strange or extreme. We need unusual individuals to lead companies beyond mere incrementalism.”

And while he doesn’t believe there’s a simple magic formula for what a founder looks like, Thiel observes:

“A lot of the great companies that have been built over the last two decades were founded by people where it was somehow deeply connected to their identity - their life’s project.”

He contrasts this to Silicon Valley in the 1990s when lots of founders were replaced with professional CEOs. Thiel believes it made a big difference when it became more common for founders run the companies.

He gives the example of a 22 year old Mark Zuckerberg turning down a billion dollar acquisition from Yahoo:

“If you had a professional CEO, it would have just been: ‘I can’t believe they’re offering us a billion dollars. I’m going to try not to be too eager. We better take the money and run.’”

Source: @AspenInstitute (Jun 2024)

[Marc Andreessen 🇺🇸 @pmarca]

Interesting.

[Alex @AlexAnanin]

√Babylon

A shared language for food, energy, refrigeration and AI agents — from Earth’s supermarkets to space habitats.

Complex systems must understand each other again.

[Shanaka Anslem Perera ⚡ @shanaka86]

Elon Musk just named it. Starmind. One million AI satellites, each a flying data center wider than a 747, cooled by panels that glow their heat into the void.

This is not Starlink. Starlink moves internet. Starmind moves thought. Each satellite, the AI1, carries 150 kilowatts of compute on a 70-meter span of solar cells, runs the model on board, and beams the answer down. No building, no grid, no water.

The reason is in SpaceX's own IPO filing. The AI market it values at 26.5 trillion dollars hits a wall of electricity and water that Earth cannot supply at a sane price. Orbit erases both. The sun never sets up there, and a 147-year-old law does the cooling: in a vacuum, heat escapes only as infrared, so a panel facing the 3-kelvin void radiates it straight out, no water touched. Run that panel hotter and it sheds heat 16 times faster for double the temperature. What Earth data centers burn rivers to do, a glowing wing does for nothing.

Musk flagged the problem himself, in the same filing. SpaceX cannot get enough chips to build this yet, and the fab meant to fix that, Terafab, ten times the size of Tesla's Austin gigafactory, may fail. The prototypes do not fly until 2027. Astronomers are already in revolt over a million new lights crossing the sky.

Days ago, Masayoshi Son, who owns the whole AI stack on the ground, called space data centers pointless. Musk just named his and put a million of them on the drawing board. One man is reading his balance sheet. The other is betting on the laws of physics.

The piece works out which one the void rewards.

[Christian Keil @pronounced_kyle]

Here it is: my 12,000 word report on Space Warfighting.

Handed it to Space Force leadership two weeks ago, and it's now public.

My core argument: No amount of wishful thinking can keep us from having to fight a space war. So we had better learn how to win one.

Contents:

The First Principles of Space Warfighting
▸ Space is close to earth, but it’s hard to get there.
▸ Orbits are predictable, but tracking objects in space is hard.
▸ Space is physically massive, but operationally small.

How To Win a Space War
▸ Maximize upmass to orbit.
▸ Scale commercial satellite manufacturing.
▸ Disaggregate and proliferate military satellite systems.
▸ Dominate the cold war.
▸ Defend the domain.

[Atlas @crptAtlas]

Elon Musk told Ron Baron he's building a chip that will be 2-3x better than Nvidia at 10% of the cost

"I have the entire physical design of the chip laid out in memory. I can visualize the whole thing."

When TSMC said a new fab takes 5 years: "Five years to me is an eternity. My timelines go one year, two year, and at year three it goes to infinity."

So he's building his own.

Tesla's self-driving has logged 10 billion miles. 4x safer than a human driver. With the new chip it becomes 10x.

The game theory insight: Musk wins by changing the rules entirely rather than competing inside the existing equilibrium.

That's the same move that produces asymmetric edge on any markets - find where the consensus is anchored to the wrong model and bet against it.

Watch it, then read the article to apply this to Polymarket

[Alex @AlexAnanin]

@pronounced_kyle The next Harvard sounds just awesome, indeed

[Owen Lewis @is_OwenLewis]

Elon Musk and the head of NASA agreeing that antimatter propulsion is the ultimate way to reach the stars.

We're in the best timeline folks.