A.J. Moss

Making products for both humans and humanity, guided by empathy ✦ Polite cyclist ✦ Fractional Product Leader, Engineer, Executive Coach

[A.J. Moss @ajmoss]

I’m a fan of SpaceX long term

but retail investors also need to realize what’s currently happening.

95% of shares, held by insiders, are locked up. Selling unlocks starting August.

[A.J. Moss @ajmoss]

Excellent overview of SpaceX’s origin,
mission, and next steps

[A.J. Moss @ajmoss]

Excellent overview of SpaceX’s origin,
mission, and next steps

[Marc Andreessen 🇺🇸 @pmarca]

https://t.co/puLXpatHvd

[A.J. Moss @ajmoss]

Classic Spielberg aesthetic.

I enjoyed it, but think it’ll be too slow for the average viewer.

Prescient in hindsight.

[Brian Roemmele @BrianRoemmele]

UPDATE:

Disclosure Day Movie

It was Sold Out, I was early.

It is a solid movie with a beautiful storyline and an accurate grasp of the situation. The writers did their research and dove in to the telepathic and physical aspect of the phenomenon.

I went in with an open mind but truth is I was biased to the negative.

I was turned around.

It is not about the special effects but the nuanced treatment of the subject and contacted.

A good tenderizer for what is up ahead for us.

The audience clapped.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[DOKI @doki_jerry]

2040년.

월스트리트의 한 신입 애널리스트가 노교수에게 물었다.

“교수님, 왜 사람들은 한때 Tesla와 SpaceX를 Apple, Google, Meta 같은 기업들과 같은 카테고리로 묶었던 건가요?”

노교수는 웃었다.

“그건 농부와 카지노를 같은 산업으로 분류한 것과 비슷한 실수였지.”

“무슨 뜻인가요?”

교수는 창밖을 가리켰다.

“저 밖을 봐.”

수천 대의 로보택시가 도시를 움직이고 있었다.

공장에서는 휴머노이드 로봇이 일하고 있었다.

머리 위에는 수만 기의 통신 위성이 지구를 감싸고 있었다.

달에는 광산이 있었고 화성에는 첫 번째 도시가 건설되고 있었다.

“저것들이 무엇으로 만들어졌는지 아니?”

“기술이요?”

“아니. 생산성이다.”

교수는 말을 이었다.

“20세기와 21세기 초반의 대부분의 빅테크는 사람들의 시간을 두고 경쟁했다.”

더 오래 보게 만들고,

더 오래 클릭하게 만들고,

더 오래 머물게 만들고,

그 시간을 광고주에게 팔았다.

사람들�� 하루에 1시간을 쓰던 것을 2시간 쓰게 만들면 성공이었다.

하지만 Tesla와 SpaceX는 반대였다.

그들은 인간의 시간을 뺏으려 하지 않았다.

오히려 돌려주려 했다.

운전 2시간을 없애고,

단순 노동 8시간을 없애고,

비싼 물류비를 없애고,

비싼 발사 비용을 없애고,

에너지 부족을 없애려 했다.

“생각해 보게.”

교수는 종이에 두 줄을 적었다.

광고 기업:
인간의 시간을 소비 → 수익 창출

Tesla · SpaceX:
인간의 생산성 증가 → 수익 창출

“둘은 같은 기술 회사가 아니었어.”

“그럼 무엇이었나요?”

“문명을 확장하는 회사.”

교수는 잠시 침묵했다.

“Google이 하루 동안 멈추면 불편하다.”

“Meta가 하루 동안 멈추면 심심하다.”

“하지만 전기가 부족하면 공장이 멈추고, 물류가 멈추면 경제가 멈추고, 우주 발사가 멈추면 인류의 확���이 멈춘다.”

“차이가 보이나?”

신입 애널리스트는 고개를 끄덕였다.

교수는 마지막으로 말했다.

“많은 ��람들은 Tesla를 자동차 회사로 봤고, SpaceX를 로켓 회사로 봤다.”

“하지만 시간이 지나고 보니 둘 다 같은 사업을 하고 있었어.”

“인류 문명의 생산성을 높이는 사업.”

“광고 회사들은 인간의 관심(attention)을 거래했다.”

“Tesla와 SpaceX는 인간의 능력(capability)을 확장했다.”

그리고 2040년이 되자 사람들은 깨달았다.

Apple, Google, Meta, Amazon은 훌륭한 기업이었다.

하지만 그들은 문명 위에서 사업을 했다.

반면 Tesla 와 SpaceX 는 문명 자체를 업그레이드하고 있었다.

그래서 어느 역사학자는 이렇게 기록했다.

“21세기 초 사람들은 광고 회사와 문명 회사의 차이를 이해하지 못했다.”

“그들은 모두를 빅테크라고 불렀지만, 사실은 전혀 다른 종(種)이었다.”

[Brivael Le Pogam @brivael]

Je vais partir du principe que tu es de bonne foi, parce que ton raisonnement est intuitif et que 90% des gens le partagent. Mais il repose sur trois erreurs factuelles, et ça vaut le coup de les regarder calmement.

Erreur 1 : la fortune d'Elon n'est pas un tas d'argent. C'est de la propriété d'usines, de fusées et de satellites. "Prendre la moitié de sa tune", concrètement, ça veut dire forcer la vente de la moitié de SpaceX et Tesla. L'argent ne sort pas d'un coffre, il sort des entreprises elles-mêmes, qui passent sous contrôle de fonds étrangers ou d'États. Tu ne redistribues pas du cash, tu démantèles un outil de production. C'est la différence entre récolter des pommes et découper le pommier.

Erreur 2 : "ça résout énormément de problèmes dans le monde". Cette expérience a déjà été tentée, en vrai. En 2021, le directeur du Programme Alimentaire Mondial de l'ONU a affirmé que 6 milliards de Musk pouvaient "résoudre la faim dans le monde". Réponse d'Elon : décrivez-moi exactement comment, comptabilité publique à l'appui, et je vends mes actions Tesla immédiatement. Le PAM a publié son plan. Verdict : ce n'était pas "résoudre la faim", c'était nourrir 42 millions de personnes pendant un an. Un an. Puis il faut re-payer, pour toujours. Le PAM avait d'ailleurs levé 8,4 milliards l'année précédente, et la faim était toujours là. Les ONG traitent les symptômes en boucle, jamais les causes, parce que leur financement dépend de l'existence du problème.

Erreur 3, la plus importante : tu cherches ce qui sort vraiment les gens de la pauvreté. Bonne nouvelle, on a la réponse, et elle est massive. En 1990, 36% de l'humanité vivait dans l'extrême pauvreté. Aujourd'hui, moins de 9%. Plus d'un milliard de personnes sorties de la misère en 30 ans. Par quoi ? Pas par la charité ni par l'aide internationale (plus de 1 000 milliards versés à l'Afrique en 60 ans pour un résultat à peu près nul). Par l'ouverture des marchés, l'industrialisation, le commerce. La Chine seule a sorti 800 millions de personnes de la pauvreté en abandonnant le collectivisme, pas en taxant ses entrepreneurs.

Donc fais le calcul complet. Option A : tu confisques 500 milliards, tu finances quelques années de programmes, l'argent est consommé, et tu as détruit la machine qui produisait les fusées, les voitures électriques et l'internet des zones rurales. Option B : tu laisses le meilleur allocateur de capital de sa génération réinvestir 100% de sa fortune dans des industries qui baissent les coûts pour tout le monde et emploient des centaines de milliers de personnes. L'option A soulage ta morale pendant 18 mois. L'option B sort des populations entières de la pauvreté pour toujours.

La pauvreté ne se redistribue pas. Elle se résout par la création. C'est contre-intuitif, c'est frustrant, mais c'est ce que disent 200 ans de données.

[A.J. Moss @ajmoss]

If you start to hate someone you’ve never met, think about your sources and their incentives.

[The Globe and Mail @globeandmail]

Opinion: SpaceX IPO makes Elon Musk the first trillionaire. Here’s how to properly hate him https://t.co/qAQVdquwCP

[A.J. Moss @ajmoss]

@canada_spends @grok summarize the Build Canada analysis and recommendations: https://t.co/b37rJGZwSi

[Elon Musk @elonmusk]

Grok is maximally truthful

[A.J. Moss @ajmoss]

Am going to see this one day 💫

[Jessica Meir @Astro_Jessica]

A timelapse view from our @SpaceX Dragon of the spectacular southern aurora seen in yesterday’s post, a result of a recent solar event. As opposed to the previous aurora I’ve seen, this one danced and snaked its way directly below us, putting on quite a show. I am in awe of this ethereal and emotionally evocative phenomenon.

[Robert Scoble @Scobleizer]

Went to a new kind of movie today. One that cost $400,000 in AI compute to make. It was the San Francisco premiere.

If you hadn’t told me it was largely done with AI I wouldn’t have known.

The takeaway after listening to @higgsfield_ai’s CTO introduce it is that a competent movie can now be made for half a million dollars. Where they used to cost $100 million or more.

Here is the first few minutes of “Hell Grind” and that intro from @codentropy.

We are far from seeing the ultimate use of AI in movies.

As a touch point of where AI for creative people is this seems like an important time marker and one I will look back on frequently for years.

[Forgotten History @4gottnHistory]

🚨FULL VIDEO: 6 Things Inside The Serapeum That Make No Sense

Every shot in this video was filmed on location by me in Egypt.

No stock footage used.
Filmed, edited, and narrated entirely by me.

If you like, please repost and help more people discover it.

[Sue @suekhim]

AI is making kids dumber.

It should be making them geniuses.

Introducing Koji, the first AI tutor that gets kids to actually think. 👇

[Bryan Johnson @bryan_johnson]

Sending good energy your way. That you'll have the strength to overcome what ails you. The tenacity to achieve what you dream of. The inner calm to forgive those who have wronged you. The strength to be kind to others. And the insanity to dream without care of what others say.

[Neuralink @neuralink]

After a car accident left her paralyzed from the neck down, Audrey didn’t think she would be able to draw or paint again.

20 years later, she became the first female participant in our clinical trials. Now, she uses her brain-computer interface to create art with her mind.

[tobi lutke @tobi]

https://t.co/5MJ7u1VHwf

[A.J. Moss @ajmoss]

>10,000 and counting

[Elon Musk @elonmusk]

Beautiful machines in space

[Andrej Karpathy @karpathy]

This is the the quote I've been citing a lot recently.

[The Knowledge Archivist @KnowledgeArchiv]

The Tesla "T" logo comes from Nikola Tesla's original electric motor patent btw

Pretty cool.

[A.J. Moss @ajmoss]

@aakashgupta *Optimus V3 will launch in 2026 with a target rate of 1M per year, hopefully in ‘27.

$20K cost more likely achieved with V6 in 2030+ when volumes >100M/year

Still extremely ambitious and exciting!