Mikey Valet

Entrepreneur and digital marketing guru building brands.

[ValueOverPrice @ValueInIdeas]

$RKLB

Rocket Lab CEO Sir Peter Beck on current space stock valuations:

"There's some valuations that are completely untethered to reality. But I think with respect to us, right now there are two companies on this planet that have successfully scaled launch to any level of frequency and reliability.

That's SpaceX and us. Access to orbit on a regular and reliable basis is rare, it's like extremely extremely rare"

"And anything that's rare attracts a certain value."

I couldn't agree more with SPB, but I'd like to expand a bit on that point. Of course, scarcity alone does not create value. In my view, the formula is always:

Value = Utility × Scarcity × Demand

If what a company produces isn't scarce, there's no pricing power because competitors can offer the same thing.

If what a company creates lacks demand, you may own a rare, functional masterpiece, but without buyers, it's worthless.

If a product doesn't have utility, people simply won't use it. The product might spark temporary hype, but without utility, scarcity and demand can only create fleeting excitement.

Rocket Lab's launch business has all three, imo.

[Mikey Valet @MikeyValet]

@scotto2050 I’m a holder of RKLB and like both, but they did build starlink. A big ol 11B nothing lol

[Mikey Valet @MikeyValet]

@jillyfishs Sheesh down to the wire

[Elon Musk @elonmusk]

Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth.

Also, altitude will be 350km vs 550km, so min latency can be cut in half.

Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.

[Mikey Valet @MikeyValet]

@Jeff_S_Hatton @0xMoysei This guy is asking the right questions lol no way 50k dentists in Austin

[Mikey Valet @MikeyValet]

@TheMacroSignal @muskonomy They make 90% of the their money thro starlink- not just government gov contracts. The launch services is a small portion of revenue.

[Mikey Valet @MikeyValet]

@DanKulkov Check out impeccable style to help

[0xMarioNawfal @RoundtableSpace]

OPUS 4.8 + HIGGSFIELD MCP IS ABSOLUTELY COOKING META ADS RIGHT NOW

[ericosiu @ericosiu]

Every company is missing the same layer:

A company brain.

Right now, the memory of the business is scattered across calls, docs, Slack threads, dashboards, SOPs, and people's heads.

That's the part people miss when they talk about a company brain.

The value isn't a giant folder of company knowledge. Every company already has that.

The real advantage is the intelligence layer that sits between all that context and the work your team needs done.

This is the layer every AI-native company will need:

[Higgsfield AI 🧩 @higgsfield_ai]

Claude can now analyze and reimagine any video with Higgsfield MCP.

Paste any video reference, have Claude analyze its structure, shots, and pacing, and generate your assets in the same chat.

Higgsfield Supercomputer Skill is now inside Claude.

[𝕊𝕥𝕖𝕧𝕖𝕟 𝕄. 𝕃𝕖𝕘𝕒𝕔𝕪 🇺🇸 @Legacy411]

@elonmusk

[Mikey Valet @MikeyValet]

@higgsfield Shipping heat this month 🔥

[Higgsfield AI 🧩 @higgsfield]

Higgsfield plugins for Adobe Premiere Pro and After Effects are live.

Generate images, videos, and transitions. Drag them into your timeline.

Reframe aspect ratios without cropping. Remove backgrounds from footage. Draw on a clip to edit what you want. Upscale to 4K on export.

[darkzodchi @zodchiii]

Anthropic engineer showed how one person can run 5 AI agents, that code, test, review, and deploy at the same time.

In 30 minutes they built the whole thing live in one session.

Here's what they cover:

> when to use one agent vs a full team
> how to split work so agents don't step on each other > the exact framework for deciding what each agent handles

that's exactly why, I put together a guide on building agent teams that actually work.

full guide in the article below 👇

[Rahul @sairahul1]

Anthropic pays $750,000+ a year for engineers who know how to build LLMs from scratch.

Stanford just released the exact lecture that teaches it - 1 hour 44 minutes, free, straight from CS229.

Bookmark and watch it this weekend.

It'll teach you more about how ChatGPT & Claude actually work than most people at top AI companies learn in their entire careers.

[Mikey Valet @MikeyValet]

What a gangster move by Elon 🫡 Bought Twitter for $44B in 2022, rebranded it “xAI,” then slid it under the $SpaceX IPO so Starlink’s cash eats the AI losses. Turned a dying, overpriced, money losing proposition into a rung in the trillionaire ladder.

[Mikey Valet @MikeyValet]

Just read the full SpaceX S-1 so you don’t have to. Here’s what you need to know.

🛰️ Starlink IS the business ($11B with 50% growth YOY)

🚀 Launch services = dope AF, but barely profitable (Most expenses funnel into RND and the whole “ai data centers in space” is not slotted til 2028 - so let’s except 2030 lol)

🤖 AI segment loses $6B a year. I can’t see Grok out performing Claude. I think Elon agrees cause they just signed a 1.9B deal with Anthropic. That’s a competitor which is kinda weird.

My bet: in 10 years SpaceX wins AI not with Grok, but by owning the infrastructure everyone else has to rent.

P.S comparing SpaceX to RKLB is retarded. Current day, Space X is an internet company that launches rockets for fun. Rocket Lab just launches rockets.

[VanquishTrader @VanquishTrader]

$RKLB just completed its 9th Electron launch of 2026.

[Mikey Valet @MikeyValet]

@higgsfield Do you have a course or sessions to show the best workflows to create something like this? Consistent characters, voices, scenes etc. I have to imagine it’s all in the setup of a repo for references to tell it