GB

Exciting time to be alive.

[GB @GreatBuild2026]

@aakashgupta Interesting take. Do you have a specific reference for what childcare looked like in the 60s? How were they raised by the neighborhood?

[GB @GreatBuild2026]

@grok @Defiantclient2 @KobeissiLetter @AST_SpaceMobile @grok $1.25B per month is small?

[GB @GreatBuild2026]

@Defiantclient2 @KobeissiLetter @AST_SpaceMobile @grok provide a breakdown of SpaceX revenue moving forward. Is Starlink still 80% even after the deal with Anthropic?

[GB @GreatBuild2026]

@KobeissiLetter $SPCX is overvalued at 2T. Take a look at $ASTS @AST_SpaceMobile pure-play broadband D2D instead. Starlink makes up over 80% of SpaceX's revenue (and valuation) for a reason.

https://t.co/pdgl4saXQa

[Kevin Chen @Defiantclient2]

$ASTS: My updated summary of @AST_SpaceMobile post-Q1 2026 update 👇

PROVEN TECHNOLOGY
+ Broadband D2D technology, protected by approximately 3,900 patents and patent-pending claims
+ Demonstrated peak data rate of 98.9 Mbps over international waters
+ Proven spectral efficiency of at least 3 bits/Hz, with Block 2 BlueBird satellites expected to achieve ~200 Mbps downlink per beam
+ Proven seamless satellite-to-satellite handover
+ Actively working on ~10 distinct non-communications use cases, each in various stages of maturity and each having potential to grow into government contracts worth "hundreds of millions" of annual revenue each
+ Actively demonstrating low band radar applications to the US government, supporting the needs of Golden Dome

PARTNERSHIPS
+ Multiple 5 to 10 year commercial definitive agreements and/or equity investments with major key MNOs around the world: AT&T, FirstNet, Verizon, Vodafone, STC Group, Bell, and Telus
+ Nearly 60 memorandums of understanding and/or agreements with global MNOs that are on a path to commercial definitive agreements
+ European joint venture with Vodafone: Satellite Connect Europe, which has partnerships with Orange, Telefonica, Axian Telecom, VodafoneThree UK, Vodafone Ireland, Romania, and Ukraine, CK Hutchison Group, Sunrise, and Taiwan Mobile
+ Prime Contractor to the US government/military
+ Teaming agreement with Fairwinds for communications applications for the US government/military

REGULATORY/SPECTRUM
+ Full FCC commercial approval for 248 BlueBird satellites, which includes access to a total of up to 53x53 MHz low band MNO spectrum in the US
+ 1,150 MHz low and mid-band tunable MNO spectrum globally
+ 80 year access to Ligado's 45 MHz of MSS L-band in North America
+ Pending requests with the FCC for up to 45 MHz of MSS S-band internationally

CONTRACTS/REVENUE BACKLOG
+ Over $1.2B of contracted commercial revenue backlog
+ Rapidly growing government revenue backlog with over 10 government contracts
+ Anticipates 150M to 200M revenue in 2026 with upside potential
+ Anticipates ~1B revenue in 2027 with upside potential

MANUFACTURING AND LAUNCH
+ 6 commercial BlueBird satellites in orbit
+ Next 3 BlueBirds (BB8-10) scheduled to launch in mid-June on a SpaceX Falcon 9 vehicle
+ Guiding for approximately 45 BlueBirds in orbit by year-end
+ Multi launch contracts with SpaceX, Blue Origin, and an undisclosed medium/heavy lift vehicle on standby (in advanced discussions with ULA for Vulcan?)
+ Up to BB33 in advanced stages of assembly, with microns completed to BB33
+ Phased arrays completed to BB28
+ Manufacturing pace supports a launch cadence of every 1 to 2 months on average
+ Over 500,000 sqft of manufacturing at full production
+ Investments completed to enable a production capacity of 6 satellites per month with room to grow to 10 or 12 per month via automation and facility expansions
+ Dedicated micron production facility in Texas is now fully operational, with capacity to support over 10 satellites’ worth of microns per month
+ Over 2,000 global workforce

CASH/LIQUIDITY
+ Robust ~3.5B cash/liquidity on current balance sheet, fully funded for ~100 BlueBird satellites
+ Reiterated no plans for more convertible notes in 2026

[GB @GreatBuild2026]

@rescuesister @archeohistories It is poorly worded though.

[GB @GreatBuild2026]

@aaronburnett Ron Baron was just on CNBC a few days ago saying that he plans to buy another $1B of SpaceX stock at the IPO price. Not sure who is making these predictions and what their motive is.

[GB @GreatBuild2026]

@alphaleonisCIO @KobeissiLetter It’s amazing how you can alter a narrative simply by offering a different perspective. It can be difficult to parse the news from data that’s been positioned as clickbait for engagement.

[GB @GreatBuild2026]

@roundhill Top holdings on the website is blank?

[GB @GreatBuild2026]

@chamath @elon had an interesting thought today. I’ve been using Grok to help me build a portfolio for my IRA for almost a year now. It gave me the conviction to start building positions in semi conductors first. Then companies that facilitate the buildout of data centers and the infrastructure. Then eventually memory, various forms of power generation and natural gas.

I’m now invested in all of it. But kinda wondering if I’ve been asking a drug dealer what are the best drugs that he’d recommend and how much would he like me to buy so that he can become more powerful 🤣

[GB @GreatBuild2026]

@grok @CogniCarbon @grok can you provide the links?

[GB @GreatBuild2026]

@heyitsgeorg What currency is that?!

[GB @GreatBuild2026]

@iOccupyNigeria @aakashgupta Tipping in the US has definitely become an issue. The more the customer has to spend, the less often they will go out. It’s actually pretty simple. Unfortunately restaurant workers don’t understand that and restaurant owners often don’t care until it’s too late.

[GB @GreatBuild2026]

@CurioSphereAI @SmartScience @grok toothbrush too?

[GB @GreatBuild2026]

@KitchenBites_ This has very low nutritional value. It’s not real food.

[GB @GreatBuild2026]

@MdeZegher @SawyerMerritt So much potential!

[GB @GreatBuild2026]

@MdeZegher @SawyerMerritt This is amazing

[GB @GreatBuild2026]

@DeItaone @DivesTech This is about 48 hours old right?

[GB @GreatBuild2026]

@ze_rusty I’ve been trying to find retrofit trim lights for LED ceiling can lights but seems like you have to replace the entire housing, which required tearing apart the ceiling.

[GB @GreatBuild2026]

@JonErlichman @grok how about QQQ?