Claudio Marinangeli

Spiritual Technologist. Cypherpunk. Economics. Science. Test to see if your mission in life is complete: if alive, it isn't. Claudii Neronis Legio. $TSLA $SPCX

[Gad Saad @GadSaad]

How You React to @elonmusk's Success Says A Lot About You

[Claudio Marinangeli @Taymtaym]

@Rainmaker1973 Absolute nightmare.

[OutspokenSamantha @Outspoken_Sam]

Elon Musk is not stealing from you.

Gavin Newsom is stealing from you.
Karen Bass is stealing from you.
Tim Walz is stealing from you.
Elizabeth Warren is stealing from you.
AOC is stealing from you.

Becoming wealthy does not make you evil.

The people who take from you, promising to fix problems and then enriching themselves while trying to get you to hate those they're taking the money from... are evil.

[DogeDesigner @cb_doge]

Legacy media is now pushing another narrative:

“Virtually all of Elon Musk’s wealth came from government help.”

This is completely false.

Government contracts are not subsidies.

SpaceX wins contracts because it offers the best product at the lowest price. NASA pays SpaceX for real launches, real cargo missions, and real astronaut transport, not charity.

SpaceX is expected to get less than 5% of its revenue from NASA this year.

Add up every government incentive Tesla and SpaceX have ever received, and it is still less than 2% of the value of Tesla and SpaceX.

Tesla did not become the world’s most valuable car company because of tax credits. It became huge because it built better EVs, better software, better batteries, and the best charging network.

And when the $7,500 EV tax credit was removed, Tesla sales increased.

The real reason they’re obsessed with Elon Musk is that he exposed how irrelevant they have become.

People no longer wait for newspaper editors, TV anchors, or corporate journalists to tell them the truth.

Legacy media lost its monopoly on information.

Now all they have left is clickbait, outrage, and anti-Elon narratives.

And that’s exactly why the trust in media is at an all time low.

[Claudio Marinangeli @Taymtaym]

@jp_talk_show @kenpeluso @brivael Yeah, that’s just not true at all.
That said, fundamentals are changing fast.

[Claudio Marinangeli @Taymtaym]

❤️. Please everyone: read this. Now.

[Brivael Le Pogam @brivael]

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement.

Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans.

D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné.

Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète.

Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA.

SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable.

Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler.

Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même.

Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs.

Achetez de l'optimisme. C'est encore sous-valorisé.

[Sam @DigitalSamIAm]

Can we debunk this nonsense?

Elon Musk was awarded (note: not given) cost-per-result contracts to perform a service for the US government. The total of those for SpaceX specifically is ~$22B, which includes repaid loans, state tax incentives, etc.

The deal was simple: put stuff into LEO at or below a set cost. If SpaceX does it below the set cost, SpaceX keeps the difference. If it doesn’t, the company is responsible for the overrun.

End result? SpaceX & Elon lowered the cost of getting 1 kg into LEO by 95-97% vs what NASA was paying previously.

And for the record, every other company around at the time was offered the same opportunity to bid on the contract - Musk/SpaceX just took it.

The handout narrative implies the taxpayer is the patron and SpaceX the dependent. The cost data shows the opposite: before SpaceX, NASA paid Russia’s Soyuz $80-86M per seat; SpaceX delivered at ~$55 million. SpaceX saved the US taxpayer $300M-$465M each year on that alone (the US sends 12-15 astronauts to space each year)

On the lunar lander, NASA estimated SpaceX’s fixed-price bid saved $20B-$30B vs the Boeing-preferred cost-plus approach.

So: SpaceX saved the US taxpayer more than the total value of contracts it earned on a single project, PLUS provided the US government with the requested services (put stuff in LEO) at the best possible price.

[Claudio Marinangeli @Taymtaym]

@BizOptimizer @TeslaBoomerMama This is exactly right, as far as I am concerned. Irrational timing and stand, for a sincere actor.

[Claudio Marinangeli @Taymtaym]

Why would anyone want otherwise?
What I find disingenuous is taking a stand against some theoretical negative outcome which has no resonance to ever exist the moment and actual proposal should materialize.

The question is instead: who would for sure benefit from opposing any merger at all? I don’t like the answer to this. I have *zero* trust in this Bradford. Zero.

[Burnie Senders @BurnieSendersX]

The collective's equality is more important than individual achievement, comrade ☭

[Claudio Marinangeli @Taymtaym]

@TeslaBoomerMama We’ll win over these idiots, Alexandra. Again.

[Claudio Marinangeli @Taymtaym]

@JasonRink Why you even ask. Yes. You should’ve bought one years ago.

[Claudio Marinangeli @Taymtaym]

Konstantin kisin, from Russia, constantly defending good, in the face of envy and heartless anti-capitakist propaganda, is always so refreshing. Thank you @KonstantinKisin . From the bottom of my heart.

And thank yiu @elonmusk for making me proud and happy to be human. ❤️🇺🇸🇮🇹

[Konstantin Kisin @KonstantinKisin]

Thank you for summing up why people hate successful people: you think you're a loser because someone else made you a loser. The reason you believe this is that it's a lot more comforting than the truth: you're a loser despite the fact that amazing business leaders like Elon created hundreds of thousands of jobs and paid billions upon billions in taxes. In other words, the reason you're a loser is you, your shitty, envious attitude and the fact that you don't understand that the way to achieve what you want is to provide something other people want so they're willing to pay you for it.

[Lachlan Phillips exo/acc 👾 @bitcloud]

The left won.

The world's richest man is an electric vehicle manufacturer who is decarbonising the atmosphere while helping quadriplegics, restoring space travel, and making the internet and freedom of speech widely available across the globe.

Unfortunately most of the people who identified as "left" were simply pathological grief merchants with oppositional defiance disorder. They build nothing. They stand for nothing.

[Handre @Handre]

Free markets are the lifeblood of any economy.

[Captain Eli @TheCaptainEli]

I spoke with Matthias and his lovely wife (whose name I forgot). They’re from Germany and this is their first trip with their second Tesla. They want Tesla Self-Driving.

[Crypto Tice @CryptoTice_]

BREAKING:

Poland just told the EU to go to hell.

President Nawrocki vetoed the Digital Services Act.
"The state is supposed to guarantee freedom. Not restrict it."

One man. One veto.

The EU spent years building the most sophisticated censorship machine in the Western world.

Destroyed.

Governments deciding what you can post.
Governments deciding what you can share.
Governments deciding what is true.

Poland said no.

While Germany complied.
While France complied.
While the entire EU rolled over.

The same Poland that surpassed the ECB in gold reserves.
The same Poland that has been right about everything.

Is now the last wall standing between European citizens and state-controlled speech.

The EU doesn't want free citizens.
It wants manageable ones.

Poland just reminded them what freedom actually looks like.

Every European should be paying attention.

[Claudio Marinangeli @Taymtaym]

❤️❤️❤️❤️❤️❤️❤️

This is the way.
Ban the DSA.
Ban the DSA.
Ban the DSA.

[Crypto Tice @CryptoTice_]

BREAKING:

Poland just told the EU to go to hell.

President Nawrocki vetoed the Digital Services Act.
"The state is supposed to guarantee freedom. Not restrict it."

One man. One veto.

The EU spent years building the most sophisticated censorship machine in the Western world.

Destroyed.

Governments deciding what you can post.
Governments deciding what you can share.
Governments deciding what is true.

Poland said no.

While Germany complied.
While France complied.
While the entire EU rolled over.

The same Poland that surpassed the ECB in gold reserves.
The same Poland that has been right about everything.

Is now the last wall standing between European citizens and state-controlled speech.

The EU doesn't want free citizens.
It wants manageable ones.

Poland just reminded them what freedom actually looks like.

Every European should be paying attention.

[Handre @Handre]

East Germany turned human misery into foreign exchange at $96,000 per head. Socialism requires capitalism to survive.

Between 1963 and 1989, the German Democratic Republic sold 33,755 political prisoners to West Germany for hard currency. The going rate started at 40,000 Deutsche Marks per prisoner in the early years and climbed to 95,847 marks by the end. You can find the invoices in the Stasi archives today. Line items included "one dissident journalist" and "three church activists." The East German state needed every Deutschmark it could get because its command economy couldn't produce goods anyone wanted to buy.

A government so desperate for foreign currency created a production line of human trafficking with bureaucratic precision. The Stasi arrested dissidents, processed the paperwork, and shipped them west like any other export commodity. Church groups and West German officials negotiated bulk discounts. The whole operation generated $3.4 billion over three decades.

A socialist paradise that claimed to represent the workers had to sell its own citizens to the capitalist enemy to keep the lights on. East Germany couldn't manufacture anything that the world market valued except the bodies of people trying to escape socialism. Every transaction proved that their entire economic system was a fraud that survived only by parasitically extracting value from the very capitalism it claimed to oppose.

The Berlin Wall fell in 1989, but you still hear academics praise central planning and command economies today. They never mention that East Germany's most successful export program involved selling human beings by the pound to fund their workers' paradise.

[Mandy @MarindaVannoy1]

Can someone please explain it to me like I'm five, why members of Congress are more upset that Elon became a trillionaire than they are that Somalis have defrauded our government out of hundreds of billions of dollars?