The Financial Frontier

Nothing I share should be considered financial or investment advice. All opinions are my own and based on my personal experience, research, and perspective.

[Elon Musk @elonmusk]

Make our Sun sentient to understand the Universe and extend the light of consciousness to the stars

[The Financial Frontier @FiFrontierX]

@PodcastAlphaX @stevenfiorillo @amitisinvesting Tesla doesn’t matter it’s all space x and rap concerts in space now 🎶

[The Financial Frontier @FiFrontierX]

@pbeisel I would have been smart to sell all TSLA and buy all space x, you be up 100% almost

[The Financial Frontier @FiFrontierX]

Much love to $SPCX but damn is everyone a space 🥜 now. Aliens in space, hotels in space, AI factories in space, r&b in space, opera in space like damn.

[The Financial Frontier @FiFrontierX]

All is see is $SPCX is $TSLA still a company that matters. The future mars mining of Space X, 3 trillion in market capitalization double $TSLA. TSLA shareholders zero movement and declining revenue, may we please get some attention maybe. 🤔 or are we pass $TSLA and only worried about data centers on 🪐

[The Financial Frontier @FiFrontierX]

@amitisinvesting One widely cited estimate is that Kynikos Capital Partners returned about 28.6% annually from 1985 to 2017. I’ll take Elon 44% return by working long hours and build impossible tech. Verse Jim

[voided intern @voidedintern]

MrBeast says no one will ever do what he does better than him and the reason why is genuinely unsettling

"I reinvest every penny I make. I work every hour I'm awake. I devote every atom in my brain to solving this. I hire the best people on the planet. I've been doing this for 14 years and I think in decades not years."

"No, the next me isn't going to be me because no one's going to do what I do better than me. It's not possible. If I thought someone's doing better than me I'd just start sleeping less so I could work even more."

"I don't have a life. I don't have work life balance. My personality, my soul, my being is making the best videos possible entertaining my fans as best as I can. That is what exists on this planet."

"I'm miserable a lot of times. I have a mental breakdown every other week because I push myself so hard. Like, I don't recommend it."

[Stephen Moore @StephenMoore]

Capital is voting with its feet.

France, Germany & Spain are now net exporters of wealth. Britain alone lost 16,500 millionaires last year.

Meanwhile, the U.S. gained 7,500 millionaires and now hosts over 1/3 of the world’s $30M+ individuals!

[WOLF @WOLF_Financial]

SAWYER MERRITT WAS JUST ASKED HOW A NEW INVESTOR SHOULD LOOK AT SPACEX @SawyerMerritt

His answer: two pillars.

"The orbital data center opportunity and the communication side via Starlink and Starlink mobile are really the two pillars for me."

On Starlink mobile specifically:

"SpaceX wants to have 25 million Starlink mobile users worldwide by end of this year. And this is before they even start launching their version two Starlink mobile satellites, which will enable 5G speeds literally from SpaceX in the middle of nowhere."

On why orbital data centers are inevitable:

"There's no other launch provider that can send these things up. If Anthropic and OpenAI have trouble building terrestrial data centers, which I suspect they will because the political and local pushback is only growing, the long term solution is data centers in space. The only company that can send them up is SpaceX."

[The Financial Frontier @FiFrontierX]

Change will come in all forms not just hardware.

[Ming @tslaming]

What if one of Tesla’s most overlooked AI infrastructure inventions is not a chip, but a file format? 👀

It is called ".smol" 💥

At supercomputer scale, the bottleneck is not always the GPU. These massive math engines are fast, but they can still end up waiting while the system parses, decodes, scans, and reshapes training data ⏳

Tesla’s patent WO 2024/073080 attacks that bottleneck at the root: the file itself 🗃️ Instead of treating training data like a sequential file, .smol turns it into a random-access machine. Incredibly, this architectural shift can cut I/O operations by roughly 4x and trims file size by about 11% 🆒

If you don’t have time for the full deep dive, here is how the invention works in 60 seconds:

🚀 The header becomes a map

Every timestamp or index is mapped to a precise byte offset inside the file. Instead of crawling through the data like an ancient scroll, the reader checks the header and jumps straight to the exact row it needs.

📦 Static data stops being copied everywhere

Details that do not change, such as vehicle dimensions, calibration settings, or other constant metadata, can be stored once before the timestamped rows. The file stops wasting space repeating the same background information again and again.

📊 The row is arranged for cheap decisions first

Lightweight fields like velocity or steering angle can sit near the front, while heavier tensors or video-derived chunks sit later. That lets the system read the “headline” first and avoid touching the expensive payload when it is not needed.

⏱️ Each timestamp becomes a sensor bundle

Multi-camera and sensor data can be grouped around the same timestamp or index, so the training system retrieves aligned views of the world instead of stitching together mismatched streams.

🧠 The file speaks the model’s language

The format supports tensors, the mathematical structures neural networks actually consume. Some tensors can also be stored already transposed into the shape the model expects, reducing the work needed before the data reaches the GPU.

🔒 The layout stays fixed

Because the file can be read-only, the byte offsets do not shift underneath the index. That makes the header reliable: the address still points to the same row tomorrow that it pointed to today.

🤖 The same idea scales beyond cars

The patent defines “ego” broadly, covering vehicles, trucks, and even bipedal humanoid robots. So .smol is not just about FSD video clips; it points to a general data infrastructure for machines that perceive and move through the world.

The big idea is simple: Tesla is not only trying to make the GPU faster. It is trying to make the data arrive in the shape, order, and location the AI system needs. At AI scale, the bottleneck is not always the brain. Sometimes it is the pipe feeding the brain.

[The Financial Frontier @FiFrontierX]

It’s all about the People making a choice to leave things better. Stop blaming culture and start doing better as people

[The Financial Frontier @FiFrontierX]

USA 🇺🇸

[Evan @StockMKTNewz]

There are currently 16 public companies worth more than $1 Trillion

🥇 Nvidia $NVDA - $5T
🥈 Google $GOOGL - $4.4T
🥉 Apple $AAPL - $4.3T
4: Microsoft $MSFT - $2.9T
5: Amazon $AMZN - $2.6T
6: Taiwan Semi $TSM - $2.2T
7: SpaceX $SPCX $2.1T
8: Broadcom $AVGO $1.8T
9: Saudi Aramco - 1.8T
10: Tesla $TSLA - $1.5T
11: Meta Platforms $META - $1.4T
12: Samsung - $1.4T
13:Micron $MU - $1.1T
14: Berkshire Hathaway $BRK.B $1.1T
15: Eli Lilly $LLY - $1T
16: SK Hynix - $1T

[The Financial Frontier @FiFrontierX]

Hence why USA is the best!

[Ken Cao-The China Crash Chronicle @KenCao_onChina]

Ten years ago, Elon Musk and Jack Ma both looked like avatars of the future.

Musk was building electric cars, rockets, satellites, and AI. Jack Ma was building Alibaba, the crown jewel of China’s internet economy.

Fast forward a decade: Musk is worth $1.1 trillion.
Jack Ma was forced into silence, Ant Group’s IPO was crushed, Alibaba lost its aura(its stock plunged by more than 60% since 2020), and China’s tech sector went from world-beating to politically domesticated.

One entrepreneur was allowed to compound.
The other was reminded who really owns the scoreboard.

This is not just a story about two billionaires.
It is a story about two systems. One system lets madmen build rockets to Mars.

The other cuts down its most successful entrepreneur for flying too close to the sun.

That is why Musk became the world’s first trillionaire.
And Jack Ma became a warning label.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

The easiest way to increase your odds of success is to increase your holding period.

Time in the market beats timing the market.

It smashes everything.

[Gary Bohm @GaryBohm5]

GOLDMAN JUST MAPPED THE HUMANOID ROBOT SUPPLY CHAIN: AI Data Centers, Grid Upgrades, & Humanoid Mass Production Are Converging on a Scarce Metal Supply to Ignite a Multi-Year Critical Metals Squeeze! https://t.co/hKklvr9dVy

[voided intern @voidedintern]

MrBeast reveals why a 10% better video gets you four times the views, not 10% more

"I mentor YouTubers a lot. One of the people I've been mentoring recently, he was doing $24,000 a month and then he recently had a $400,000 a month on YouTube."

"He was doing 4 million views a month, 24 grand. And then probably like seven, eight months into it we got him up to 45 million views."

"It's much easier, as weird as it sounds, it's much easier to get five million views on one video than a hundred thousand views on 50 videos."

"You could upload one great video a year and get more views than if you uploaded 100 mediocre videos."

"If you get people to click your video 10% more and watch a video 10% longer than mine, you don't get 10% more views. You get like four times the views. A 10% better video is four times the views, not 10% more views."

[The Financial Frontier @FiFrontierX]

@Djs157605 @askaya When women are in the hospital saving lives with doctors they are not stupid mindless victims. All women worked in history because all people have been broke attempting to survive. There is not great two car scam 🚗

[The Financial Frontier @FiFrontierX]

Ok think and believe as you much. I had amazing women and all women are not my concern they are free humans to want as they want, just we are free as men to do the same. My life is still amazing regardless and women are functional adults, I treat them as such and not as mindless victims of propaganda. They want what they want

[The Financial Frontier @FiFrontierX]

https://t.co/QfSGHGGINW

[The Financial Frontier @FiFrontierX]

https://t.co/Z6iiV6hMHJ