@TimCro66 The real threat to SpaceX isn't rocket tech; it’s China commoditising AI. With Chinese labs dumping frontier models onto the market for 90% less than US rivals, software margins are tanking. The "orbital compute" hype is dead before the satellites launch.
https://t.co/GNKuyoBxyJ
@TimCro66 SpaceX's $2.43T valuation is a speculative mirage pumped by folding in xAI. Trading at a delusional 120x price-to-sales multiple based on unbuilt "orbital AI data centres," it’s the same old playbook. If Elon Musk can’t deliver Full Self-Driving on earth, why buy the space hype?
@TimCro66 A $19B revenue stream cannot support a $41.3B cumulative deficit forever. If China releases a mass-produced, dirt-cheap reusable rocket model, it will instantly commoditize the market, kill Starlink's margins, and pop SpaceX's overblown valuation.
https://t.co/bOKVI3L14q
@SecWar@USNATO Modern war proves that $2M+ US missiles cannot sustain a fight against $20k drones. NATO must stop pumping the American war machine with overpriced legacy contracts, and instead shift budgets toward local, mass-produced, low-cost asymmetric technology.
https://t.co/YwsGH0DPfy
@NZNationalParty NZ's 0.8% GDP bounce is a population illusion. High net migration masks a weak underlying economy driven by people buying basics. Long-term per-capita wealth remains stagnant, meaning the average Kiwi feels no personal “rebound” while skilled locals flee.
https://t.co/ptf5mtcTaz
@NZNationalParty You should apologies for being soft on banks - there’s no need for New Zealanders to finance their windfall profits - especially as they’re mostly foreign owned.
https://t.co/J1fCjNDRgF
@NZNationalParty And the @NZNationalParty is so weak on facts that they have to suppress every message I post. Don’t forget John Key pumped ANZ bank’s customer base then became its Chairman (introducing the Sharma family), while mentoring Luxon into the PM position.
@NZNationalParty No: Over National’s 3 years, NZ faced a shallow recession with 2024–25 GDP growth slowing to just 0.20%. Unemployment rose from 4.0% to a 5.4% peak rather than adding 220,000 jobs. Inflation remained at 3.1%, leaving household budgets highly strained.
https://t.co/2D6i9Gr72o