PAPA BULL

Former SpaceX🚀 USC Alum✌️ Global Supply Chain Professional🚂 Brazilian Jiu-Jitsu Coach🥋 Faith + Family + Fitness + Finance

[PAPA BULL @PapaBuII]

This place was the best, most stressful place i've ever worked. I wouldn't trade the experience for the world. Blessed to have been a part of it all. $SPCX

[StarbaseTX @StarbaseTX]

Earlier this month, the City of Starbase was excited to support residents, local fishermen, @SpaceX volunteers, and @SeaTurtleInc in rescuing 266-lb loggerhead Arlen from Boca Chica Beach jetties. She’s since laid 60+ eggs, been tagged, and released into the Gulf.

[Jeffery Mead @the_jefferymead]

Socialism is like a parasite. It needs a healthy capitalist host to survive.

It doesn't create much new wealth on its own. It mostly feeds off the productivity, innovation, and surplus that free markets generate. History keeps proving it.

[Shay Boloor @StockSavvyShay]

$SPCX is expected to approach ~$100B of revenue by 2028 which would make SpaceX one of the fastest-scaling businesses in the world at this size.

The reason that ramp is even possible is that SpaceX controls the launch layer, uses that launch capacity to scale Starlink, uses Starlink cash flow to fund Starship and is now adding direct-to-cell, V3 satellites, AI compute leasing and Grok/X distribution on top.

Starlink has scaled past 10M subscribers in under five years and is still early with next-gen V3 satellites carrying 10x the downlink capacity of V2 and direct-to-cell already reaching millions of devices across 30+ countries through partnerships with 30+ mobile carriers.

Starship is the piece that widens the lead further because at ~10x payload of Falcon 9 and built for full reusability where it can collapse the cost per kg to orbit and deploy V3 satellites at scale so every Starship improvement feeds directly back into cheaper launch and a denser Starlink network.

The new wildcard is AI compute where SpaceX is leasing spare Colossus capacity to $GOOGL and Anthropic at a combined ~$26B annualized run rate. What makes that even more interesting is that the recent Cursor acquisition also gives SpaceX a direct play in the application layer meaning it can own the compute, own software that runs on it and use X as a distribution channel.

The path to ~$100B by 2028 comes from launch, Starlink, direct-to-cell, Starship, AI compute and software distribution all compounding inside the same platform in a theme that's just getting started.

[PAPA BULL @PapaBuII]

@EWTracker That’s so cool! We live in a great time period. I can’t imagine having to be a medieval peasant. 😂

[Race @multiplanet1]

A young SpaceX employee asked Elon what happens if they fail to reach Mars in his lifetime. The room was full of engineers and the question landed heavier than anyone expected.

It was a simple question but it cut to the core of everything SpaceX exists for. The entire company, every late night, every exploded prototype, every engineer who missed their kid's birthday for a launch window, it all points at Mars. What if it doesn't happen in time?

Elon paused.

He said that the goal was never for him personally to walk on Mars. The goal was to build the infrastructure that makes it inevitable. That even if he dies before the first crew lands, the system he built would carry the mission forward without him.

He said the rockets, the factories, the team, the culture, all of it is designed to outlast any single person. Including him. Especially him.

Then he said something that reportedly moved people in the room.

He said that if he thought success depended on him being alive, he would have already failed. The whole point is building something that doesn't need its founder to keep going.

He compared it to a cathedral. The architects of medieval cathedrals knew they would die before the building was finished. They designed it anyway. They poured their life into something they would never see completed because the completion wasn't the point. The commitment was.

SpaceX is his cathedral. He may never set foot on Mars. But the road between here and there will exist because he refused to accept that nobody was building it.

The most ambitious man alive has already made peace with the possibility that his greatest achievement might happen after he's gone. That's not failure. That's faith in something bigger than yourself.

[Marc Andreessen 🇺🇸 @pmarca]

Hero.

[PAPA BULL @PapaBuII]

@BoosterTribe @GavinNewsom Facts.

[PAPA BULL @PapaBuII]

@zerohedge Crew-Dragon uses screens/monitors! They would design an incredible phone.

[PAPA BULL @PapaBuII]

@EWTracker

[PAPA BULL @PapaBuII]

@EWTracker What's interesting is looking at the Crew-Dragon capsule and the incredible screens/monitors that astronauts use. If they wanted, they could create a game changing phone.

[PAPA BULL @PapaBuII]

@Micro2Macr0 @DarioAmodei @jvisserlabs You called this one for years! You knew it was inevitable 👏

[Shay Boloor @StockSavvyShay]

$SPCX is reportedly considering a direct-to-consumer Starlink mobile service in the U.S., which could put it in direct competition with $VZ, $T and $TMUS.

SpaceX is trying to move beyond carrier partnerships and turn Starlink into a full consumer connectivity platform.

[Spencer Pratt @spencerpratt]

Big update to the fraud we discussed in this video. The largest homeless NGO in LA, Weingart Center is under FEDERAL investigation and the court just REJECTED all of Weingart's attempts to dismiss the fraud and waste claims regarding their shady property deal in Cheviot Hills.

What happened? Karen Bass and Nithya Raman laundered YOUR tax dollars through the Weingart NGO to pay 2x cost on a homeless housing project from a scammer middleman; a $16M flip, for a dubious homeless project, all while evicting the seniors who lived there.

Big hat tip to Samantha Nussbaum for doing the leg work on this case and bringing some accountability to the rampant fraud in LA's Homeless Industrial Complex. Are you starting to see how the scams work?

[RonnieV @TheRonnieVShow]

My zero memory stock portfolio every single day.

[PAPA BULL @PapaBuII]

@StockMKTNewz 2014 employee here… There’s a lot of people drastically underestimating the passion and devotion current and former employees have for $SPCX. Selling 50%+ is not something I see ever happening. We are a VERY proud group who see so much more upside coming.

[PAPA BULL @PapaBuII]

@MountinMon @StockMKTNewz I’m not selling shit. Borrow against, but not selling.

[PAPA BULL @PapaBuII]

@Micro2Macr0 This advice is everything. Hardest part is doing nothing.

[Nasdaq Exchange @NasdaqExchange]

Every mission, every company, every person needs a team behind them to reimagine what's possible. #NasdaqListed @SpaceX $SPCX

[PAPA BULL @PapaBuII]

@Freedom_By_40 Wait until she learns what macro-calories do.