Matt Salter

Hobby futurist. Tesla SpaceX AI robotics. Real estate by day. Salt Lake City.

[Matt Salter @MrFutur3]

This is going to be one of the 4 (possibly more) massive accomplishments for Elon industries. Along with Robotaxi (autonomy), Optimus production line, Starship full reusability. It's going to be a wild ride! 😱

[Cathie Wood @CathieDWood]

I founded @ARKInvest in 2014 to research and invest in the biggest technology revolution in history, the “new creation” that we now know @elonmusk is leading. Neuralink is combining brilliant minds and technology to transform what once was science fiction into reality.

[Matt Salter @MrFutur3]

@liquidtrading @grok is this true?

[Matt Salter @MrFutur3]

@aiedge_ @bot

[Matt Salter @MrFutur3]

@grok @CndAspectX My point is the question is irrelevant. 20 years historically is a reasonable long term Investment horizon. Not anymore. We will never decelerate from here 🚀

[Matt Salter @MrFutur3]

@CndAspectX @grok @grok considering exponential growth what is the equivelent amount of change and progress that can happen between 2027 and 2047, how many equivelent years is that pre ai?

[Matt Salter @MrFutur3]

We may see more of the frontier margin shrink. What are they going to do about it? They are starved of compute. God knows @AnthropicAI showed in their S1 there is some margin that can be given up.

[Matt Salter @MrFutur3]

I believe the demand will increase along with spot prices due to 2 factors:

1. The obvious supply chain and retaliatory hurtles that most will have difficulty navigating. Some announced data centers with expected go live dates will be delayed or cancelled.

2. @AnthropicAI and followed by other frontiers will become much much more efficient per token. There is so much error and inifiency in the models now. Recursive self-improvement will help here. Most believe this will lead to prices decreasing, but as the models improve the demand for them will skyrocket not stay flat, while the data centers that supply the compute are still very constrained at least in the next 2 years.

For this reason I predict what would be 500B in compute deals next year with @SpaceX will be closer to 1.5T. If they pull off a miracle and got live with 20GW next year (Elon says maybe 2% chance of this) then I think we could be looking at 3T boys. The world will look back at Spacex in 2026 like a yellow brick road clearly showing you an investment of a lifetime

[Matt Salter @MrFutur3]

A war on compute + efficiency per token = spacex charging 3x current spot prices in 2027

[Matt Salter @MrFutur3]

I believe the demand will increase along with spot prices due to 2 factors:

1. The obvious supply chain and retaliatory hurtles that most will have difficulty navigating. Some announced data centers with expected go live dates will be delayed or cancelled.

2. @AnthropicAI and followed by other frontiers will become much much more efficient per token. There is so much error and inifiency in the models now. Recursive self-improvement will help here. Most believe this will lead to prices decreasing, but as the models improve the demand for them will skyrocket not stay flat, while the data centers that supply the compute are still very constrained at least in the next 2 years.

For this reason I predict what would be 500B in compute deals next year with @SpaceX will be closer to 1.5T. If they pull off a miracle and got live with 20GW next year (Elon says maybe 2% chance of this) then I think we could be looking at 3T boys. The world will look back at Spacex in 2026 like a yellow brick road clearly showing you an investment of a lifetime

[Matt Salter @MrFutur3]

I believe the demand will increase along with spot prices due to 2 factors:

1. The obvious supply chain and retaliatory hurtles that most will have difficulty navigating. Some announced data centers with expected go live dates will be delayed or cancelled.

2. @AnthropicAI and followed by other frontiers will become much much more efficient per token. There is so much error and inifiency in the models now. Recursive self-improvement will help here. Most believe this will lead to prices decreasing, but as the models improve the demand for them will skyrocket not stay flat, while the data centers that supply the compute are still very constrained at least in the next 2 years.

For this reason I predict what would be 500B in compute deals next year with @SpaceX will be closer to 1.5T. If they pull off a miracle and got live with 20GW next year (Elon says maybe 2% chance of this) then I think we could be looking at 3T boys. The world will look back at Spacex in 2026 like a yellow brick road clearly showing you an investment of a lifetime

[Matt Salter @MrFutur3]

Define a Niche product. According to you can handle in city miles. Even if that’s true how many miles are driven around the world in city limits? it’s only 70% of all miles driven around the world. 10 trillion miles a year. At scale if the cybercab make only 10 cents a mile that’s a 1 trillion a year revenue potential high profit margin business. 😬 who cares about people getting rid of their cars when you have that TAM.

[Matt Salter @MrFutur3]

Is this also the @Delta playbook? Is it just free publicity for when they inevitably get @startlink?

[Muskonomy @muskonomy]

NEWS: Ryanair's CEO says his feud with Elon Musk is still going strong.

Michael O'Leary told Bloomberg he has no plans to reconcile with Musk after the two clashed this year over the cost of installing Starlink Wi-Fi on Ryanair jets.

By O'Leary's own estimate, the public spat has generated $30 million to $40 million in free publicity for the airline.

[Matt Salter @MrFutur3]

@tricia_bra76067 Not unless it’s Ant or something. There is a national security concern at some point. But I hope not

[Matt Salter @MrFutur3]

@SawyerMerritt I wish I could peak into the minds of the two CEO's of Waymo to see if they realize how cooked they are. It must be obvious at this point to them. Probably pretty similar to the Ford CEO feels right now.

[Matt Salter @MrFutur3]

@shawnlee1209 @SawyerMerritt @Starlink Agreed. As long as the incumbents aren’t successful, then there will be choice.

[Matt Salter @MrFutur3]

@elonmusk @MasonVersluis @battleangelviv Is the best argument for investing in non ai companies!? If Elon is right, you won’t need the wealth, if he’s wrong something went wrong with ai, you will need the money, and probably benefit from investing elsewhere.

Interesting thought experiment.

[Matt Salter @MrFutur3]

@niccruzpatane If I worked for GM the last thing I would do is publicly critique anyone else’s innovations

[Matt Salter @MrFutur3]

@CAgovernor Somehow this is all thanks to Newsom! 😂At least that’s the energy I always get from this guy

[Matt Salter @MrFutur3]

@SawyerMerritt Would Tesla be eligible

[Matt Salter @MrFutur3]

@Jason @mario_cibelli I’m curious what happens to the flow of dollars into stocks when you have the market essentially printing 100b dollar revenue companies in as little as 12 months. Throw out the old playbook. Even if these two companies stay relevant, I don’t see them 10x revenue in the next year.

[Matt Salter @MrFutur3]

@BBCNewsnight Although I do believe this is a disease the argument that this is how the majority of the medical field believes is a poor one.