xArchitect

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX just bought a $60 billion company without spending a dollar.

The deal for Cursor, the AI coding tool, is all stock. No cash. SpaceX prints new shares, hands them over, done.

Now connect it to what happened last week.

SpaceX went public by floating just 4% of itself. 556 million shares against 13 billion. The tiniest free float a mega-cap has ever listed with. Index funds were forced to buy it. Retail piled in. Tiny supply, enormous demand, and the stock rocketed past $200.

Here's the part that should make you sit up.

The price SpaceX pays for Cursor is set by its own share price in the seven days before closing. The higher the stock, the fewer shares it has to print to cover $60 billion.

So the engineered scarcity that pumped the stock now makes the acquisition cheaper. The squeeze pays for the shopping spree.

A company losing $4 billion a quarter is now buying AI startups with paper it manufactured out of a 4% float.

This isn't aerospace. It isn't even AI.

It's the finest financial engineering of the century, and it's only getting started.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX $SPCX traded 256 million shares yesterday.

The entire public float is 556 million.

So in one day, almost half of every tradable share changed hands. Bought and sold, over and over, in a few hours.

Here's why that number is absurd. SpaceX sold 555.6 million shares at $135 to raise $75 billion. That float is barely 4% of the company. Musk and insiders hold the other 96%, locked up and unable to sell.

Tiny supply. Enormous demand. Index funds that have to own it, retail that wants to, traders chasing the move.

The result is a $2 trillion company that trades like a penny stock. Up to $211 pre-market, swinging double-digit percentages between coffees.

This is what happens when you list 4% of the seventh-largest company in America and let the world fight over the scraps.

The price isn't telling you what SpaceX is worth.

It's telling you how few shares there are to buy.

[Phil Duan @pduan]

Safety is best when it’s proactive

[xArchitect @ElonMuskMars69]

@audrlo Shut up, you’re not, you’re just chasing attention and profiting from the AI bandwagon. AI caretakers for seniors are literally humanoid robots. You are no where close to making that

[vittorio @IterIntellectus]

https://t.co/GFfob61imm

[xArchitect @ElonMuskMars69]

Those who think this is LIVE streamed are so dumb. Kling AI 2.6's motion control requires pre-recorded reference videos. it doesn't support real-time or live video swapping during something like a video call.

[Angry Tom @AngryTomtweets]

It's so over...

https://t.co/vYF3FQi87J

[xArchitect @ElonMuskMars69]

@_MosesAdemola @AngryTomtweets It can’t do face swap during live video calls

[xArchitect @ElonMuskMars69]

@AngryTomtweets You who think this is LIVE streamed are so dumb. Kling AI 2.6's motion control requires pre-recorded reference videos. it doesn't support real-time or live video swapping during something like a video call.

[xArchitect @ElonMuskMars69]

@AngryTomtweets You who think this is LIVE streamed are so dumb. Kling AI 2.6's motion control requires pre-recorded reference videos. it doesn't support real-time or live video swapping during something like a video call.

[xArchitect @ElonMuskMars69]

@AngryTomtweets You who think this is LIVE streamed are so dumb. Kling AI 2.6's motion control requires pre-recorded reference videos. it doesn't support real-time or live video swapping during something like a video call.

[xArchitect @ElonMuskMars69]

@elonmusk That is exactly Canada

[xArchitect @ElonMuskMars69]

Real progress:
1. Read + Understand.
2. Concise notes.
3. Ask better questions.
4. Repeat.

If you keep notes of your insights, you preserve the "right questions." LLMs are massive information engines, as long as you know the right question, the answer is at your fingertips.

[xArchitect @ElonMuskMars69]

The Information Hoarding Trap 🪤
LLMs spit out massive amounts of info. Our first instinct is often to export or copy-paste everything， fearing we’ll lose those "golden nuggets" forever.
🙅 You don't need to do that. "Reading + taking concise notes" is what moves the needle. 🧵

[xArchitect @ElonMuskMars69]

You cannot outsource "Understanding" to a machine. Don't be lazy. Without understanding， you can't identify the "right questions." And if you can’t ask the right questions, you’ll never get the answers you actually need. Understanding is the filter that turns noise into value.

[xArchitect @ElonMuskMars69]

Can we get him to be the leader of the Conservative Party again ?!

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

THIS IS IT.

The exact 23 seconds where Canada was presented with an off ramp

to save itself.

We chose wrong.

[xArchitect @ElonMuskMars69]

@MichaelHXHX 什麼狗屎

[xArchitect @ElonMuskMars69]

Might the Space industry be a major new growth engine for the stock market in 2026 as AI excitement wanes? Cough* buy Tesla stocks to get SpaceX stocks

[🇨🇦 Jack @JackDan110]

When you constantly acknowledge that you are living on “stolen land”, eventually the people you say you stole it from will want it back.
⬇️

[xArchitect @ElonMuskMars69]

@HodlMagoo Reading with an LLM

[xArchitect @ElonMuskMars69]

So after the stock bubble bursts I think chances are Nvidia will still have great long term upside.

[xArchitect @ElonMuskMars69]

https://t.co/OBDZeMfeWU

Fast-forwarded to 1:22:57 for you

This is why Nvidia is not another Nortel or Cisco. After 30 years this guy is still very much in founder mode. Paranoid as fuck. AI is just a phase. It won’t stay being all about AI.