Sébastien Arsenault

[bak @copiumfueled]

David Sacks asked the question everyone building data centers keeps dodging: shouldn't this stuff be getting cheaper over time?

Gavin Baker answered with a number.

The assumption under the whole buildout is that compute gets cheaper. Chips improve, scale kicks in, cost per unit falls.

Baker says the opposite is happening right now.

A single gigawatt data center is 35 billion dollars in Nvidia silicon and 25 billion dollars in power and cooling. That second number is the problem.

A big chunk of it is human labor to install, and labor doesn't follow Moore's law. It goes up.

Then there's memory. DRAM is heading toward 30 to 40 percent of all hyperscaler capex next year.

Hundreds of billions flowing into a component that only three companies on earth know how to make, and bringing new capacity online takes years.

So the cost to stand up a gigawatt is climbing, not falling.

This is what gets lost when people watch revenue catch up to depreciation.

Depreciation is calculated on what you already spent, at prices you already paid. It's a number from the past.

The cost of the next gigawatt is a number from the future, and that one keeps moving.

Revenue can grow fast enough to close that gap. It won't matter much if the gap keeps widening from the other side.

Watch the full episode on @theallinpod

[Evan @StockMKTNewz]

WATCH OUT FOR THE SPACEX $SPCX SHARE UNLOCK

Right now only ~4.5% of all SpaceX shares are available to be traded. Only the shares bought during the IPO can be traded. Everyone else who bought in before can not sell

We do have some forced buying coming up from the Nasdaq 100 and other ETFs/indexes

But then the unlocks begin and everyone who got into this name before the IPO will be able to start selling ... this first unlock happens at SpaceX's first earnings (More info below on the unlock)

@amitisinvesting thinks a lot of those insiders are looking to sell

"I was talking with friends who got in at $200B, $400B, and $800B valuations. They said there is no chance they are keeping more than 50% of their allocations once they get liquid. They are selling right off the bat."

[Mario Zelaya @mario4thenorth]

If Pierre Poilievre had:

> said "Make America Great Again"
> went another country & said “it’s good to be home”
> went to China & said he was "setting us up for the New World Order"
> bought condos from wealthy donors so they don't "lose money"
> got caught on his hands and knees with Ghislaine Maxwell
> negotiated a majority
> passed a law allowing cabinet to secretly spy on Canadians
> led the country to be the only G7 in a recession
> bragged about sending money to people who can't afford to eat
> missed 100 out of 136 question periods
> spent nearly a $1 million on airplane food in 1 yr
> reappointed someone who couldn't recall flying business class
> failed to deport 23 of 24 identified IRGC operatives
> allowed 577,739 deportation orders to sit unenforced
> rammed a spy bill with secret amendments
> had a 86 yr old defense board with the US suspended
> proposed a debt sovereign fund
> got additional tariffs from the US for not stopping forced labour imports
> quietly removed "forced labour" from Global Affairs' diplomatic goals
> sealed Health Canada vaccine injury records until 2040
> took 4 different positions on Iran strikes in 96 hours
> begged the US to let Canada back into trade talks

The legacy media would call it the greatest political collapse in Canadian history.

But it's Carney, so they call it leadership instead.

[Radical Eyes @RadicalEyesUK]

HAVE YOU EVER HEARD ABOUT THE LIMP BIZKIT WOODSTOCK THEORY?

Limp Bizkit performed “Break Stuff” at Woodstock 1999 and the young White male crowd erupted into riots, fires, and chaos.

The elites saw firsthand the dangerous mobilizing power of angry nu-metal music on White men. They didn’t like the possibilities that the White man could rise up full of anger. They had to stop us before we realised ourselves what we could actually do together.

They responded by pulling back support for those bands. In the 2000s the music industry shifted heavily toward promoting rappers and hip-hop.

The goal was clear, stop White male anger and prevent it from rising up against the system. Rock was deliberately sidelined. This was cultural control.

[Anglo Invictus @AngloInvictus]

This video captures so much wrong with the modern era

>White man has hit some sort of breaking point and he's shooting cops
>Male cop was shot first, girl cop completely useless
>Bystander gets up to leave, girl cop shoots him because she's jumpy and freaking out
>Girl cop runs at the first opportunity even though the shooter is closing in on her
>Entire time star wars people rambling in some foreign language

You're living through the collapse, you should probably start acting like it

[Mario Nawfal @MarioNawfal]

🇨🇦 The civilian killed in the Montreal shooting was a rabbi, and he may have died in the crossfire.

-GRAPHIC WARNING

The slain civilian was identified as Rabbi Michael Moshe Mizrahi, a local member of the area's Chabad center.

Initial reports indicate he may have been killed by crossfire during the shootout between police and the attacker, though that remains preliminary.

His death adds a painful dimension to an already grim day.

The ambush unfolded in Côte-des-Neiges, a borough with deep Jewish roots, and the gunman left behind a 100-page manifesto reportedly steeped in "incel" ideology.

Whether Mizrahi was struck by the attacker or caught in the exchange, a rabbi is dead alongside the police officer the shooter set out to kill.

Source: JPost / @officialrnintel / Writer: Daniel

[Basil the Great @BasilTheGreat]

The female police officer in the montreal shooting appears to have panicked and shot a fleeing civillian

You can see it clearly in this video here

Just awful beyond belief

Male police officer has been pronounced dead
Shooter is also dead
Female police officer is critical

[The Iced Coffee Hour @TheICHpodcast]

Bluff reveals you can make $30,000/month as a gambling YouTuber with 100k subs, Drake's $100,000,000 gambling deal, and that he's OFFICIALLY addicted to gambling…

“You could make more than $30,000 a month with 100,000 followers.”

“The biggest one that I've heard of was Drake's, for $100,000,000… And then another one is Adin Ross for 50 million.”

“I gamble every single day. I will walk through a casino to go get dinner, right, with my lady. I cannot walk past that table and not put $100 on it.”

Full Episode Here 👇

[Molly O’Shea @MollySOShea]

NEW: Private Jets 101 — Should you buy the $75M+ Global 8000?

SpaceX, OpenAI, Anthropic, Cerebras, Cursor.. we're in the biggest wealth event of all time, with $4T+ in combined value

The most sought-after next step is flying private.

I flew Van Nuys to SF on a Challenger 350 w/ Craft ( Part 135 charter company) founder Israel Slodowitz (@israelslod) to break down what flying private actually costs

We cover:
› Who flies more: Elon, Sergey Brin, Jensen, Alex Karp, Taylor Swift?
› PJ shortage?!
› Charter vs jet card vs fractional vs own
› A G650 that sold in one hour
› What a jet really costs per year
› Why capital gains wealth can't write off a jet
› The $10M deduction w/ $2M down (+recapture trap)
› Hidden fees, safety gaps, & first-timer mistakes that cost the most
› Does flying private actually cure jet lag?
› Starlink

Video also features Captain Raz Matus.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Israel Slodowitz, Founder & CEO of Craft
(00:58) The state of Private Aviation in 2026
(04:09) Why first time buyers are buying the biggest planes
(05:14) A coming shortage of private jets
(06:00) The Private Jet size chart nobody explains
(08:26) When does it make sense to buy vs. charter?
(11:24) The real cost of a $75M jet
(13:30) Breaking down prices by jet category
(15:07) Charter vs. Jet card vs. Fractional ownership
(19:31) Inside Craft's exchange fund model
(25:33) The most economical way to fly private
(26:24) Alex Karp's $17M flight bill
(28:01) How Aircraft financing actually works
(29:25) The Biggest mistakes people make buying a plane
(30:23) What to ask before you buy any Private Jet
(33:48) The best part of being a Pilot
(34:38) The Biggest misconception about Private Aviation
(35:48) How Starlink changed the business
(37:03) Why Commercial WiFi is so far behind
(42:12) The real causes of aircraft downtime
(43:48) Do plane windows actually pop out?
(45:04) Why jet prices are climbing as supply shrinks
(47:25) How to avoid buying the wrong Private Jet
(48:58) The Tax Loophole behind $75M Private Jets
(58:52) Biggest Health hacks while flying
(1:00:02) The Hidden fees in Chartering
(1:02:39) The Wildest onboard story
(1:03:25) Safety standards and how to vet an operator
(1:05:59) Why Pilots refuse to fly into Aspen at night
(1:07:26) The Busiest private airports in the U.S.
(1:09:39) Flying private, work culture, & the future of wealth
(1:11:15) How Captain Raz became a private pilot
(1:13:16) The real health hacks for surviving constant flying
(1:14:13) Do you actually need a flight attendant on a private jet?
(1:17:07) What to actually look for when chartering or buying a jet
(1:18:04) His favorite plane vs. the hardest one to fly
(1:21:05) The Wildest in-flight catering secret nobody admits

[Сarm1ne @carm1nee]

ex-CEO of Goldman Sachs just revealed his entire portfolio - 98% equities, 90% single stocks - and he trades every single day from his iPad

"the difference between somebody who's really really good and somebody who can't make it is not that great"

"I thought SpaceX was overpriced at $100 billion - they're now proposing $1.75 trillion"

"I've known people in high office - after they finish speaking they say how did I do - they want affirmation - people are a lot more insecure than you think"

bookmark & watch the full podcast ↓

[Trade With Congress @tradewithcong]

That doesn't happen every day 🤔

The same politician who bought SanDisk at $42 just invested ~$45K in a stock with a market cap of ~$981M

Politician: Ro Khanna
Stock: $VYX (NCR Voyix)

Watching this closely

[Wall Street Mav @WallStreetMav]

Former Fed Chairman Jerome Powell was a complete disaster financially for the Fed. His strategy resulted in over $200 billion in losses for the Fed.

Never in the history of the Fed have they lost so much money. The Fed used to be profitable every year, and by federal law sent those profits to the US Treasury.

[thoughtcrime @thoughtcrime___]

the world’s first male lesbian

[SpaceX @SpaceX]

Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → https://t.co/PSCyWrNsOg

[Sawyer Merritt @SawyerMerritt]

SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite.

Overall Specs:
• 150 kW peak compute payload
• 120 kW average compute payload
• 70 kW per ton
• Compute provider interchangeable

Dimensions:
• Wingspan: 70 meters
• Deployed height: 20 meters

Thermal System:
• 110 m² deployable liquid radiator
• Redundant pumping loops
• Integrated micrometeoroid shielding
• Deployable liquid radiators

Solar Power System:
• 150 kW solar array
• 250 W/m²
• SpaceX-manufactured solar technology from Bastrop, Texas

Architecture:
• Centralized compute module
• Large deployable solar arrays
• Deployable liquid-radiator thermal management system
• AI-focused compute satellite design ("AI1 satellite")

Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."

[Elon Musk @elonmusk]

Interview with SpaceX CFO

[Akademiks TV @AkademiksTV]

The last thing N3on expected to hear from an Indian billionaire with a $60 million yacht was this 😭💀

“Float it, fly it, rent it... never buy it.” 😳

[bodila @51bodila]

JPMorgan CEO invited Elon Musk for a private talk with 3,500 of his top investors - everyone applauded at the end

- he bet his last money on SpaceX in 2008 - now if the company goes public he will become the world's first trillionaire

18-min workshop from an absolute genius sitting next to the greatest banker

he answered:

• How does he use AI in a $350B company?

• Why is SpaceX going public now?

• How will SpaceX make cargo to space cheaper than a transatlantic flight?

bookmark & watch - this is an exclusive video of two of the greatest people in their fields