Medius

Be Comfortable Being Uncomfortable ( personal views only )

[Thaaat Colin @ThaaatColin]

This would make me so happy… @Tesla would sell so so many

[Medius @MediusReport]

i dont think people understand...think of this like a real estate building. you owned it for 20 years but now you have to reinvest into it to keep the rents up. if you dont your rents fall and others with newer products capture the higher market rents. this is true here. companies earned their rents, now they have to reinvest and update the product to continue capturing rents.

[Mark Cuban @mcuban]

Ro, I like you. You know that. But you need to read the state of the state.

The number of Deca Unicorns in Cali is growing by the day as investors chase amazing startups.

A unique feature of these 10b startups is that even if they raise a billion, little, if any of that money goes to the founders, who are now worth billions of dollars over night. They are the definition of cash poor, stock rich

How are you going to tax them ? Make them borrow money against their shares, if they can? They just raised money to grow their company and a bank will come along and loan them money ? A company that has been in business maybe less than a year ? lol

Will you take their stock if they can’t ?

Do you really think each of multiple founders, who started an amazing company in Cali and is now a billionaire, can each just pull out $250m per billion of net worth from their raise ? You know they can’t.

If this passes , and it doesn’t directly impact me at all, I won’t be a cali resident, but you can bet if I’m investing in a multi billion dollar startup, I’m asking them to move from California first.

IMO, if this passes, only idiot startup founders stay in Cali.

I’ve done it before and will do it again. Dallas. Pittsburgh. Indiana. I will make NOT being in California a pre requisite for an investment

Ideology is not a strategy Ro.

[Brad Gerstner @altcap]

Excellent, candid back & forth on complex subjects that benefit from a good faith Saturday afternoon exchange! Thx @_sholtodouglas & @GavinSBaker for kicking off & super helpful to have @DarioAmodei weigh in. 🙏

[Impulse Space @GoToImpulse]

After tenures at SpaceX and NASA’s Jet Propulsion Laboratory, Charlie Kelly got the call of a career — to come build an electric propulsion system from scratch under Tom Mueller (@lrocket).

“I've been in my role at Impulse longer than any past role, and yet I feel like I’m just getting started. The reason I’ve thrived here and want to stay long term is the ownership — I have the permission to run with a project in the direction I want to take it, with a level of responsibility I am proud of.”

If you're a high performer looking for real ownership, we'd love to meet you.

[Medius @MediusReport]

@biancoresearch Question really is
How many investors are up 88% and how many are down 67%..he clearly was taking in $ along the way.

[Medius @MediusReport]

@Gini_220 16

[Medius @MediusReport]

@zerohedge @grok is this true and is it just a bridge line until the ipo?

[Elon Musk @elonmusk]

Good interview

[Lorenz S. @cogentia]

@ApoStructura I mean. They live on earth or not?
How would they be alive without radiative cooling?
https://t.co/q9BLvtkzrK - What we know

[SpaceX @SpaceX]

Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → https://t.co/PSCyWrNsOg

[Medius @MediusReport]

@BillAckman Love this

[Bill Ackman @BillAckman]

My physical therapist opened a superb gym in a beautiful and intimate space in a great location at 32 East 57th Street next to Atria.

The concept integrates physical therapy with weight training, cardio, sauna, steam, cold plunge, sensory deprivation, VO2 max and all the other testing you need to determine your base line fitness and monitor your progress thereafter as well as much more.

Vosk has the best equipment I have ever seen in any gym and extremely experienced trainers and physical therapists.

It is a great place for serious athletes and those interested in longevity or just getting in great shape.

While it is a high end gym, the price is fair when you consider the cost of the 96 training and/or physical therapy sessions included in your annual membership.

The integration of physical therapy and training yields much better and safer outcomes. I have also found my training consistency is much greater since I prepaid for the sessions.

If you want to learn more, go to https://t.co/uSNNsjiK6Z or email Vitaly who founded Vosk at [email protected].

The first 40 members who mention this @X post will have their initiation fees waived. Membership is limited to ensure a great experience.

[Patrick OShaughnessy @patrick_oshag]

This is my sixth conversation with @GavinSBaker.

As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers.

We discuss:
- Why the wafer shortage may prevent an AI bubble
- Data centers in space (reframed)
- Elon's Terafab and the new chip companies challenging Nvidia
- Usage-based pricing
- The disaggregation of GPUs
- DRAM, frontier tokens, and open source

Enjoy!

Timestamps:
0:00 Intro
7:55 Anthropic and OpenAI Valuations
12:58 Watts, Wafers, and Infrastructure
14:39 Orbital Compute and Data Centers in Space
22:49 Avoiding the AI Bubble
28:26 Terafab and the Future of US Manufacturing
32:16 Returns to the Frontier
37:23 Continual Learning
42:03 New Chip Companies
48:52 Extending GPU Lifespans and Private Credit
51:22 The Application Layer
57:32 The Token Path and Open-Source Dynamics
1:01:37 Cybersecurity
1:05:46 Diversity Breakdown
1:11:59 Assessing the Big Tech Players in AI
1:19:02 Geopolitics, Personal Safety, and the AI Horizon

[Medius @MediusReport]

@stathyinc @JG_Nuke You deserve a follow for this

[Medius @MediusReport]

@RealJimChanos On one hand i agree w Jim.
On another, i think this cycle could surprise us all.

[Medius @MediusReport]

@RealJimChanos @ShortingIsFun @SpaceX No
Xai build massive ai data centers, 2 or 3, and then began building the speech and llm features on too. The idea that they can’t pivot or improve is stale thinking.

[Amy @Amy787]

SPACEX’S STARLINK
As a B787 pilot, it pains me when posts about aviation are this wrong on every detail & every conclusion.

Starlink is the best option for airliners. Amazon is a distant second.

♦️ BEST-IN-CLASS
Starlink Aviation already uses proven flat phased-array antennas — no gimbals, no moving parts. Amazon’s is the same tech, not different or better.

♦️ TWO > ONE
The speed claims are way off. Starlink’s real-world performance on airlines already beats Amazon’s unproven promises. There is no 250 Mbps cap. And one larger antenna isn’t automatically superior — its wider profile creates more aerodynamic drag than Starlink’s two smaller inline antennas. Two antennas also give dispatch reliability: if one fails, Wi-Fi still works. Starlink installs are famously quick and reliable.

♦️ GLOBAL SERVICE
Major airlines are global operations, I cross 80 time zones every month — the size of the constellation is the differentiator. Coverage dead zones mean I don’t get real-time updated turbulence plots or full-storm radar maps in the flight deck. Saying the antenna is THE bottleneck doesn’t make it true. A Wi-Fi antenna with no signal from satellites is just useless dead weight. Check out the gaps on the Amazon constellation below.

♦️ MARKETING HYPE
The AWS private interconnect is a marketing bullet, but nothing an airliner actually needs. Compute for the plane sits on the plane. Operational data exchange is heavily regulated and runs on dedicated satcom datalinks (ACARS and CPDLC). Looping AWS in adds zero safety benefit and simply creates another potential hacker entry point. As for analytics — airlines already excel at that on the ground where it belongs.

♦️ LOCKED-IN?
Long-term lock-in to a single cloud provider is a disadvantage to many. Delta clearly got a discount on the AWS today to bundle in the promise of Wi-Fi tomorrow. But what happens once the introductory discounts disappear and Delta gave up all leverage?

Starlink is delivering today at global scale.
Amazon is still selling PowerPoint slides. Facts matter in aviation.

Videos -
Left: Starlink satellites
Right: Amazon satellites

[Medius @MediusReport]

It’s sad that all Jim Cheno’s can do is look at the world negatively

The irony is all the money he made in his hedge fund came from his long positions

Hang it up old man, too much negativity …it’s time to bet on the people that can actually change the world and stop betting against them, and it’s time to actually bet against the people that hold the world back spend more time doing that..