Ozzy Robinson

Crypto degen but with a long term play. Bulls, bears, the game never stops.

[Cybertruck @cybertruck]

Powering your tools until the job’s done

[Cristiano Ronaldo @Cristiano]

Fuel your confidence. CR7 Energy - feel the drive in every moment.⚡️

#CR7Fragances #CR7Energy #Ad

[Madrid Zone @theMadridZone]

20 career titles at 27 years old. 🏆

[Fabrizio Romano @FabrizioRomano]

🚨🔴⚫️ AC Milan are closing in on deal to sign Niclas Füllkrug from West Ham.

Final details yet to be sorted with clubs in contact to get deal sealed, Füllkrug said yes to AC Milan days ago.

Loan move with buy option clause not mandatory for fee under €15/14m. 🔜

[NASA @NASA]

Notice anything different about me? 👀

This @NASAHubble picture of the galaxy NGC 4388 reveals something not previously visible in previous images of it—a plume of gas reaching out towards the bottom-right corner of the image. Learn more: https://t.co/y0jXxkON5u

[Narendra Modi @narendramodi]

There are other issues too, which I would have raised at Ranaghat, but because of the weather, I couldn’t join the rally in person. Here is a thread covering some issues…

[James Woods @RealJamesWoods]

AND go to prison for life.

[X Freeze @XFreeze]

Optimus learning everyday chores

Soon, Tesla Optimus will handle every household task…..cleaning, organizing, cooking, and everything you don’t want to do

What task do you want Optimus to do first?

[Fabrizio Romano @FabrizioRomano]

Real Madrid beat Sevilla at home! 🤍🔖

Who’s been your Man of the Match?

[Netflix UK & Ireland @NetflixUK]

Guess what's back on Netflix tomorrow.

[UEFA Champions League @ChampionsLeague]

⚽️ Top scorers this season...

#UCL

[Secretary Chris Wright @SecretaryWright]

Reopening Crane Clean Energy Center — formerly Three Mile Island — is going to lower electricity costs, help business re-shore to America, and power our lead in artificial intelligence.

America’s nuclear renaissance is here.

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

You can not imagine my relief. Just sitting here, shaking.

This saves us more than $120bn in accounting charges. Yes, you read that right.

Details below.

We did it! We won! Because we were treated unjustly in this Court of Chancery.

[Tesla @Tesla]

New Safety page on our website has an overview of how your Tesla protects everyone – occupants, other road users & wildlife alike

https://t.co/pmekvoecrF

[Tesla Megapack @Tesla_Megapack]

Chile’s first utility-scale Megapack project is underway

225 MW / 900 MWh @ColbunEnergia Celda Solar in the Atacama Desert - powered by Megapacks built in our Shanghai Megafactory - the system strengthens grid stability and supports the growing solar penetration in the region

[Aakash Gupta @aakashgupta]

SpaceX is about to become the most important company on Earth. And maybe off it.

$30-40B raise. $1.5T valuation. Largest IPO in history. Those are the headlines.

Here’s what they’re actually telling you.

Musk just told investors that Starlink will generate $22-24B in 2026 revenue, up from $8B in 2024. That’s tripling in two years. At 100x forward revenue, the market is pricing Starlink like it’s the next AWS.

The comparison isn’t crazy.

AWS did $90B last year with 31% of cloud market share. Starlink has 8M subscribers and approximately zero real competition. Amazon Kuiper has 153 satellites. Starlink has 7,000+. OneWeb did $216M in 2024. Starlink did $8B. By the time Kuiper launches commercial service in late 2026, the race is already over.

But Starlink is the boring part of this story.

Musk said last month that “cost effectiveness of AI in space will be overwhelmingly better than AI on the ground” within 4-5 years. SpaceX plans to use IPO proceeds to build space-based AI data centers. Starship can deliver 100GW per year to high Earth orbit. For context, total US electricity consumption is 490GW. Average AI data center demand is projected to hit 123GW by 2035, up from 4GW today.

The math: Earth cannot build power plants fast enough. Gas turbine backlog is 7 years. Nuclear takes a decade. Meanwhile Musk is talking about solar-powered AI satellites with radiative cooling in orbit. Google’s Sundar Pichai called it a “moonshot” and said Project Suncatcher could launch prototype servers by 2027. His exact words: “only possible because of SpaceX’s massive advances in launch technology.”

ARK just published an open-source valuation model. Monte Carlo simulation, 17 variables, 1 million iterations. Base case: $2.5T by 2030. Bull case: $3.1T. That’s a 38% CAGR from December’s $350B round.

The model assumes:

- Full Starlink constellation (42,000 satellites) by 2035
- $300B annual revenue at maturity (15% of global communications spend)
- Mars development funded by Starlink cash flows

And here’s where it gets weird.

Musk announced 5 uncrewed Starship launches to Mars in 2026. He gives it 50-50 odds. If they land intact, crewed missions begin 2029-2031. By 2033, he’s targeting 500 launches per window. The goal: 1 million people on Mars, self-sustaining city in 20 years.

The timeline:

- 2026: 5 test flights (10t payload each)
- 2028-29: 20 launches, first humans
- 2030-31: 100 launches
- 2033: 500 launches

ARK’s model explicitly excludes Mars revenue because “projecting cash flows from extraterrestrial settlements can be speculative.” But they note Mars infrastructure could eventually enable asteroid mining.

Jensen Huang called space data centers “a dream.” Fair. Radiation shielding for Blackwell GPUs doesn’t exist. Deploying tens of thousands of square meters of thermal radiators is science fiction today.

But SpaceX has a history of turning science fiction into quarterly revenue.

At $1.5T, you’re paying for:

1. Starlink monopoly on LEO internet (priced in)
2. Space-based AI compute infrastructure (speculative)
3. Mars colonization (not priced, possibly unquantifiable)

Here’s the bear and bull cases.

Bear case

100x multiples assume flawless execution on subscriber growth, zero price compression from competition, and regulatory goodwill in 100+ countries. Musk’s timelines slip by years. Starship has had multiple test failures.

Bull case

SpaceX is the only company that can simultaneously solve the AI power crisis, provide global internet, and make humanity multiplanetary. The TAM is literally civilization.

I don’t know if SpaceX is worth $1.5T or $3T or $500B. Neither does anyone else. The honest answer is that traditional valuation frameworks break when you’re pricing optionality on space-based computing and interplanetary colonization.

But I know this… if you’re building a 20-year portfolio and you can only own one company, the argument for SpaceX has never been stronger.

[Josh Hawley @HawleyMO]

The Constitution doesn’t start with “We the Corporations.”

It starts with “We the People”

[Mike Solana @micsolana]

talking about free speech in america vs. europe is like "in germany you can be jailed for making fun of politicians," and europeans responding with a one-off story about a guy 'arrested for critiquing trump' who... actually planted a pipe bomb or threatened to shoot up a school.

[Hunter Ash @ArtemisConsort]

> create economic system in which founding and scaling a tech company is basically impossible

> run out of money

> fine American tech companies which could only exist outside that environment for not complying with its rules

Not the biggest Kant fan, but c’mon.

[Elon Musk @elonmusk]

A government that fails to protect its citizens is illegitimate