Ethan Ray 🚀

SpaceX • Tesla • Long-term thinking
Tracking the companies building the future.
Less noise. More signal.

[Ethan Ray 🚀 @EthanRaycr]

This could be the real unlock.

Earth is running into limits on electricity, grid capacity and cooling for AI.

If orbital compute can solve those constraints at competitive economics, “data center” may eventually stop meaning a building on Earth.

That’s a much bigger shift than it sounds.

[Deca Rainer @DecaRainer]

@EthanRaycr Space AI Data Centre

Probably will solve the current problem of current data centres
- water guzzler (cooling) and
- energy ( off grid , solar supply)

https://t.co/v7iX8S0w1z
https://t.co/cENuEXrXPs

https://t.co/sR3xD0U8ab

[Ethan Ray 🚀 @EthanRaycr]

This could be the real unlock.

Earth is running into limits on electricity, grid capacity and cooling for AI.

If orbital compute can solve those constraints at competitive economics, “data center” may eventually stop meaning a building on Earth.

That’s a much bigger shift than it sounds.

[Ethan Ray 🚀 @EthanRaycr]

What if SpaceX’s biggest business eventually has less to do with space than AI?

Musk says SpaceX’s AI revenue could surpass every other business line by September.

That changes the story.

SpaceX started with rockets.
Built Starlink.
Now it’s scaling AI compute.
The long-term play may not be space.
It may be owning the infrastructure that powers the AI economy.

Too bullish—or the future?
#SpaceX
#AI

[Marvin. 🇺🇸🇺🇸 @papawat1]

Patriots I like.

@DPatrioticvet

@Kevinosjcp1

@pawpawdude

@ronwoodsmd

@ScotsIrishRose

@JimBauer601

@THEBC43

@CLINTONCRANE

@kevindunlow

@truthishard__

@carmelalcn66

@LogicalLolani

@papawat1

[Ethan Ray 🚀 @EthanRaycr]

@ThomasWhit66299 @papawat1 Your welcome

[Thomas Whitaker (DadWhit) @ThomasWhit66299]

@papawat1 @EthanRaycr
Thank you, for the mention I appreciate it.🇺🇸👊

[Marvin. 🇺🇸🇺🇸 @papawat1]

The democrats showed their true colors…. They hate the victims but love the criminals…

[Tesla Owners Silicon Valley @teslaownersSV]

“Every person in your company is a vector. Your progress is determined by the sum of all vectors.  ”
― Elon Musk

[Marvin. 🇺🇸🇺🇸 @papawat1]

Patriots I like.

@jjc10927

@Roguedog277272

@TiaCrucio

@ji18242

@merican_great

@AK2MX2K

@rowdychild1

@Of_All_People

@PamBellaUSA

@JLSMILES1

@VirgFortne5

@josephwallen21

@papawat1

[Ethan Ray 🚀 @EthanRaycr]

Most people outsource their thinking to the group they identify with.

Once the tribe decides the narrative, independent checking becomes optional.

That’s how NPCs get made.

[Ethan Ray 🚀 @EthanRaycr]

90,000 emails and just letting the bot clean it up…

Most people would rather live with the chaos than face that inbox.

Grok Bot turning email management into something people actually trust is a quiet win.

[Ethan Ray 🚀 @EthanRaycr]

Genesis just dropped a three-row electric flagship with 310 miles of range and radiant floor heating…

Luxury EVs are starting to feel less like compromises and more like the actual upgrade.

The details are what separate the serious players.

[Ethan Ray 🚀 @EthanRaycr]

A bot that pays its own salary is a different level of useful.

Most tools still cost time and money. This one is starting to generate both.

The shift from assistant to actual worker is happening faster than people expected.

[Ethan Ray 🚀 @EthanRaycr]

Single-engine deorbit burn is the kind of test that actually matters.

Getting back from orbit is harder than leaving it, and this is how they prove the vehicle can do it on purpose.

Orbital missions just got one step closer to being routine.

[Ethan Ray 🚀 @EthanRaycr]

Most people don’t form opinions. They inherit them.

Once the tribe settles on a story, questioning it feels like betrayal.

That’s how independent thought gets replaced by scripts.

[Ethan Ray 🚀 @EthanRaycr]

150 widebody aircraft in under two years is a serious rollout pace.

Most airlines still treat in-flight Wi-Fi as a slow, expensive extra. Qatar is making high-speed Starlink the default.

The gap between carriers is about to become very obvious to passengers.

[Ethan Ray 🚀 @EthanRaycr]

11,000+ villages still without basic 4G is a real gap.

Starlink doesn’t need towers or years of infrastructure build-out. It just needs a clear view of the sky.

For the least connected places, that difference matters more than most people realize.

[Ethan Ray 🚀 @EthanRaycr]

Honest question:

Is Starlink actually undervalued right now?

Or is the market still underestimating how big global connectivity infrastructure can become?

[Ethan Ray 🚀 @EthanRaycr]

Starlink Mini on a boat with a spare ready to go…

Ocean connectivity used to be expensive and unreliable. Now it’s becoming standard gear for serious sailors.

The open water is no longer a dead zone.

[Ethan Ray 🚀 @EthanRaycr]

Unpopular take:

Starlink’s real upside isn’t just consumer internet.

It’s becoming critical global infrastructure faster than most people are willing to admit.

#Starlink
#SpaceX

[Ethan Ray 🚀 @EthanRaycr]

Simple question:

Would you rather own the company that builds the rockets,
or the network that will connect the entire planet?