When China figures out how to manufacture a product, their ability to scale is often greater than the rest of the world combined. We saw this with lithium batteries and solar, for example.
SpaceX is a rare counter-example, where its mass to orbit is roughly an order of magnitude greater than the rest of the world, BUT China now does a majority of non-SpaceX mass to orbit. SpaceX is an anomaly in the matrix.
Maybe RAM will be different, but RAM was a low margin commodity only ~3 years ago. LP5 and LP6 are designed to a common standard that China seems to be solving fast.
Newer HBM architectures and things like an SRAM layer below logic and 3D stacking RAM on top of logic while finding a way to keep the logic cooled will be harder to solve.
BREAKING: Pakistan's Prime Minister releases an official statement on the peace deal between the US and Iran which Pakistan announces has now been reached.
Full statement:
"Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED.
Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon.
The official signing ceremony will be on Friday, 19 June in Switzerland. We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict.
We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement.
I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard.
With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony."
The Iran war “ended” the day before the biggest IPO in history, Trump’s birthday, and a UFC card at the White House.
What a coincidence. What timing. Wow.
Elon Musk just became the world's first trillionaire.
The typical American household would have to work more than 11 MILLION years to make Elon Musk's level of wealth.
We need a wealth tax.
Elon Musk has become the first person in human history with a net worth exceeding $1 trillion.
I hope that, just as he said, we will one day extend human civilization into outer space and colonize Mars. Leaving the solar system: the light of humanity. Thanks for watching.
A historic moment. #SpaceX (#SPCX), opening price was $135, and the bidding ended at $150. It stayed above $150 all day, eventually closing at $160 and continuing to rise after hours.
SpaceX (ticker: SPCX) has made history with a market cap of $2 trillion. Elon Musk has ...
> you’ll never start a rocket company
> you’ll never build your own engines
> you’ll never be able to use off-the-shelf parts
> you’ll never survive three launch failures
> you’ll never reach orbit
> you’ll never win NASA’s trust
> you’ll never launch cargo to the ISS
> you’ll never compete with Boeing
> you’ll never compete with Lockheed
> you’ll never make rockets reusable
> you’ll never land a rocket vertically
> you’ll never land one on a drone ship
> you’ll never reuse a booster
> you’ll never fly the same booster 10 times
> you’ll never fly the same booster 20 times
> you’ll never fly the same booster 30 times
> you’ll never recover and reuse the fairing
> you’ll never lower launch costs
> you’ll never launch every month
> you’ll never launch every week
> you’ll never launch multiple times a week
> you’ll never carry astronauts
> you’ll never replace Roscosmos
> you’ll never fly civilians to orbit
> you’ll never manufacture satellites at scale
> you’ll never build the biggest constellation ever
> you’ll never make satellite internet work
> you’ll never make satellite internet fast
> you’ll never make satellite internet affordable
> you’ll never serve rural customers
> you’ll never serve aircraft and ships
> you’ll never build a methane rocket engine
> you’ll never make full-flow staged combustion work
> you’ll never build the most powerful rocket ever
> you’ll never build a rocket bigger than Saturn V
> you’ll never build it out of stainless steel
> you’ll never launch Starship
> you’ll never separate Super Heavy and Starship
> you’ll never relight Raptor in space
> you’ll never bring Super Heavy back
> you’ll never catch a booster with Mechazilla tower arms
> you’ll never launch 85% of mass to orbit worldwide
> you’ll never change the economics of space
> you’ll never force the entire industry to copy you
> you’ll never win
> you’ll never IPO
Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.
Today is your day. You deserve this. May it be a glorious one.
Elon just created 4,400 millionaires in a single day.
400 of them are now worth over $100 million.
These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.
Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.
Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."
The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.
Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.
أربعون عاماً والكمبيوتر يعمل بنفس الفكرة.
تفتح برنامجاً، تضغط على زر، تكتب.
جنسن هوانج وقف اليوم في تايبيه وقال:
هذه الحقبة انتهت.
شركة NVIDIA وشركة Microsoft قضوا ثلاث سنوات في إعادة اختراع الكمبيوتر الشخصي من الصفر.
النتيجة؟
شريحة واحدة اسمها RTX Spark،
تحمل داخلها كل شيء: معالج مخصص من 20 نواة، و6,144 نواة CUDA من معمارية Blackwell،
وقدرة على تشغيل نماذج الذكاء الاصطناعي محلياً على الجهاز مباشرة، دون الحاجة إلى إنترنت أو سحابة.
الكمبيوتر القادم لن تُشغّل عليه برامج.
ستتحدث إليه، وهو من يُنجز المهام.
هوانج قارن هذه اللحظة بالانتقال من الهاتف العادي إلى الهاتف الذكي.
من يدركون ما معنى هذه المقارنة، يعرفون كم كانت تلك اللحظة كبيرة.