Charles

Head of Product @JoinPyn | @TryPloras | @TrySloros Prev. @Toptal and @Apple.

[Charles @SimpleMonarch]

I know who I am, and I’ve seen what failure looks like: so I’m going anyway. The only thing that scares me is my own ambition, and even that’s not nearly enough to stop me.

We’ll see who falls first, my ambition or death.

[Charles @SimpleMonarch]

SpaceX is going to be worth so much more than it is today.

I am bullish as fuck!

[Milk Road AI @MilkRoadAI]

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this).

The argument he is making is one of the most important and least understood things happening in technology right now.

The United States currently consumes roughly 500 gigawatts of electricity on average.

To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country.

He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground.

His observation is that in space, that wall does not exist.

A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated.

He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output.

This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun.

To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses.

Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle.

Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket.

He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable.

SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028.

Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers.

Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035.

This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

[Kharis @kharis_micheal]

When she starts becoming mean, it’s time to leave.

[Podcast Alpha @PodcastAlphaX]

$12B made on SpaceX. Now placing a $1B IPO order for more.

@RonBaronAnalyst isn't adding out of enthusiasm. He's doing arithmetic. Baron Capital holds ~1.25% of SpaceX. If SpaceX raises $70B in the IPO, staying flat at 1.25% costs $875M. Baron placed $1B.

That's not a victory lap. It's a dilution-protection buy from the most informed long-term holder in the room.

The same person who made 54% per year for 9 years thinks the next decade from $2T is more valuable than the last from near zero.

Full entry point argument and what he's betting on:
https://t.co/GGWcMCDAux
Source: Baron Capital Investor Call - https://t.co/oyBZoaddaN

[Charles @SimpleMonarch]

You lie a lot.

[sugamummy 🧚🏽‍♀️ @ceraliza]

Woke up to the news of my friend’s man dumping her…his reason?? He’s too broke to be in a relationship 😳🙂☹️

[Charles @SimpleMonarch]

The easiest way to make good decisions is to do the opposite of what most Nigerians are doing.

[Charles @SimpleMonarch]

He had it all planned out, damn.

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[Charles @SimpleMonarch]

God abeg

[Bloomberg @business]

SpaceX has already received orders for more than the shares available in its record-setting $75 billion initial public offering, according to people familiar with the matter, shortly after starting to formally market the deal. https://t.co/aHRDB5hI6g

[Charles @SimpleMonarch]

Omooo. SpaceX has this market on lock

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX signs $920,000,000 per month deal with Google to provide AI computing power.

[Charles @SimpleMonarch]

Do you want to be liked, or do you want to win?

[Charles @SimpleMonarch]

I am looking to hire about a dozen sales associates. Base pay is N200,000 per month + commission (no cap)

There is about a 3x earnings growth potential for you if you are able to deliver consistently for 3 months.

If this is you, let’s talk.

[email protected]

[Charles @SimpleMonarch]

I opened the app and it’s just so confusing.🤦🏾

[Pump.fun @Pumpfun]

Introducing pump fun GO: Pay ANYONE to do ANYTHING

Create & complete bounties for ANY task and leverage the power of humans & money across the globe

The world is at your fingertips. It’s time to GO 👇

[Charles @SimpleMonarch]

She is a real asset and a keeper.

[Tola @westtyy_]

Still can’t believe my wife made us pay our rent way ahead of time and stocked up the house with food, prepaid meter unlimited, just before we started wedding expenses 😂 😂

[Charles @SimpleMonarch]

Humanity hasn’t quite figured out yet how to price the space industry.

[Charles @SimpleMonarch]

Do not sacrifice your gift for anything less than what you deserve.

[Charles @SimpleMonarch]

@Harri_obi Bro, I will launch a protest.

[Charles @SimpleMonarch]

WTF!!!

[Harri @Harri_obi]

@EminenceTribe1 Mine is N1800/KW.

[Charles @SimpleMonarch]

@Harri_obi This is just so fucking outrageous.

[Charles @SimpleMonarch]

Little by little, they are making it happen.

[Tesla Robotaxi @robotaxi]

Unsupervised Robotaxi now in the entire Austin Metro area

[Charles @SimpleMonarch]

The rate of growth of any great technology will doubled every 18 months.

Now it doubles every 3 months.

[Charles @SimpleMonarch]

Another way to look at building products is; What small problem can I use to replace this big problem?