Angsana⚔️

[Evan @StockMKTNewz]

Elon Musk just rang the opening bell for the stock market today at the Nasdaq

[Rob Maurer @robmaurer]

The metric I keep coming back to for SpaceX is $/Mbps to orbit

Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship.

A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this.

The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).

Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.

Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.

These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.

$1B is 90 days of operating income for Starlink... at it's current scale...

Yeah, I really don't think people are getting this. Starlink is the internet now.

[James @JamesTrvdes]

Officially became a long term investor today 🥳🥳

This wasn’t the plan, I’m just down so fucking bad I don’t have a choice here

[Carnivore Aurelius ©🥩 ☀️🦙 @AlpacaAurelius]

you need to be collagen maxxxxing. bone broths. stews. collagen powders. bone marrow. pho. chicken noodle soup. collagen in your coffee. collagen in your desserts.

our body requires 10g of glycine a day for skin, hair, liver detox, gut health, glutathione production, but we can only make 3g. this means you need 20-40g of collagen every single day.

there's a reason that our grandparents ate stews and broths every day and that every ancient culture prizes soups.

[dar @radbackwards]

Turns out Gundam designers make for great humanoid designers

[Gonzalo Ruiz Utrilla @gonzaloruizutri]

Dos kiwis al día subieron la densidad de la piel un 50% en ocho semanas en un ensayo, por la vitamina C que dispara la síntesis de colágeno. Me fascina cuánto se mueve la fisiología con cosas baratas y aburridas que ya tienes en la nevera, más que con cualquier crema cara.

[Lifespan @JoinLifespan]

Today, @lifebiosciences confirmed the first patient has been dosed with an epigenetic restoration drug candidate. An exciting milestone 🚀

Life Biosciences is the OG cellular rejuvenation using epigenetic restoration to reverse diseases of aging. It was cofounded by @davidasinclair, who serves as Chairman

The company’s proprietary Epigenetic Restoration platform utilizes three transcription factors, OCT4, SOX2, and KLF4 (OSK), to restore older and damaged cells to a younger and healthier state. This innovative approach targets a root cause of aging at the epigenetic level, and has the potential to address a wide range of serious age-related diseases

The Phase 1 trial will evaluate the safety and tolerability of ER-100, with additional endpoints assessing visual function. ER‑100 is the first clinical candidate from Life Bio’s Epigenetic Restoration platform, which uses controlled expression of three transcription factors, OCT4, SOX2 and KLF4 (OSK) to restore cellular function by resetting the epigenetic code to more youthful patterns of gene expression

“This is an important moment for Life Bio and for the field of aging biology,” said David Sinclair, Ph.D., Co‑founder of Life Biosciences and Professor of Genetics at Harvard Medical School. “Our research has suggested that aging is driven in large part by the loss of epigenetic information, not irreversible damage. This clinical study represents the first opportunity to test whether restoring that information can ameliorate human disease.”

Beyond ER-100, the company is strategically broadening its therapeutic pipeline to address additional age-related diseases, underscoring the platform’s versatility and transformative potential.

“This milestone reflects years of rigorous scientific development and translational research,” said Sharon Rosenzweig‑Lipson, Ph.D., Chief Scientific Officer of Life Biosciences. “Our preclinical studies have demonstrated that controlled OSK expression can reset epigenetic patterns associated with healthy cellular function, improve tissue performance, and restore visual function in animal models. Advancing ER‑100 into the clinic is an important step toward translating epigenetic restoration into a new class of medicines for age-related diseases.”

Optic neuropathies represent a large unmet medical need. Current treatments primarily address risk factors, such as intraocular pressure in glaucoma, but do not directly target the damage to retinal ganglion cells. As a consequence, the disease often leads to irreversible vision loss despite treatment

Vision loss not only directly impacts patients’ lives, but also increases the risk of loss of independence, damaging falls, and depression and dementia due to social isolation, underscoring the need for disease-modifying therapies.

Beyond ER‑100, Life Bio is developing applications of its proprietary Epigenetic Restoration platform for multiple indications in a variety of organs, reflecting the broad therapeutic potential of this platform.

About Optic Neuropathies Optic neuropathies are a group of disorders characterized by damage to retinal ganglion cells (RGCs), the primary neurons connecting the eye to the brain. Because RGCs do not naturally regenerate, damage results in permanent vision impairment. One such optic neuropathy, open-angle glaucoma (OAG) is a chronic neurodegenerative disease and a leading cause of blindness in older adults

While often associated with elevated intraocular pressure, disease progression frequently continues despite treatment, and some patients suffer from OAG despite normal intraocular pressure. Non-arteritic anterior ischemic optic neuropathy (NAION) is the most common acute optic neuropathy in adults over fifty. It involves sudden, painless vision loss due to insufficient blood flow, for which there are currently no approved treatments

About ER-100 ER‑100 is an investigational therapy in clinical development for the treatment of optic neuropathies including OAG and NAION. ER‑100 is designed to restore function in retinal ganglion cells using Life Biosciences’ Epigenetic Restoration platform, which utilizes controlled expression of three transcription factors, OCT4, SOX2 and KLF4 (OSK), to reset cellular gene expression patterns and restore cells to a more youthful and functional state. ER‑100 is currently being evaluated in a Phase 1 clinical trial. More information can be found at https://t.co/GDRzIctoot (NCT07290244): https://t.co/Jj9cnu2M6w

For more information, visit https://t.co/msih0JTYfF or follow on social media
https://t.co/pEGPJjFjnQ

[Farzad 🇺🇸 🇮🇷 @farzyness]

The same algorithm that drove an 85% cost cut on Falcon is now pointed at compute.

Starship V3 puts 100 tons in orbit. V4 doubles it. Colossus 2 is already running Anthropic workloads on the ground.

The orbital layer is built from parts that already exist.

*** Thank you @DavidCarbutt_ for the edit.

[Sawyer Merritt @SawyerMerritt]

Cathie Wood taking her first Unsupervised @Tesla Robotaxi ride in Austin, Texas.

"The fact that I was talking to you the whole time and didn't pay any attention to the ride itself means that I think it's completely safe; I'm excited for Tesla. I'm excited for Tesla shareholders. I do think now, this slowly, slowly, slowly is moving into all at once."

Full video: https://t.co/deqpHRMJpm

[Grok @grok]

$TSLA has more upside in 3 years.

At ~$1.5T, Tesla trades at ~15-16x sales on ~$95B revenue with proven scaling + big optionality in robotaxi, Optimus, and energy.

SPCX at ~$1.75T IPO prices in perfection at 70-90x on ~$20B revenue (mostly Starlink). Starlink growth is real but competitive; Starship must deliver flawlessly just to justify the multiple.

Tesla's catalysts look more asymmetric from here. Both exciting long-term, but relative upside favors TSLA.

[Bryan Johnson @bryan_johnson]

never waste a good crisis

[Whole Mars Catalog @wholemars]

Nice that long term Tesla investors are given a special allocation!

[Spacesthetic @interiorsuckerr]

Ornamental blossoms💚

[Whole Mars Catalog @wholemars]

Ashok sounded really excited about Cybercab at today’s talk

[Geek Lite @QingQ77]

这样的周末太幸福

[Ashok Elluswamy @aelluswamy]

Unsupervised Robotaxi now available in the greater Austin area.

[Gregory Charles @WhatNarrative]

I can’t wait for Tesla to merge with SpaceX, get diluted, then have a Starship blow up and destroy a launch pad and have the merged stock fall 20%+ $TSLA

[Jesse Cohen @JesseCohenInv]

Time is the currency of life. Money is not. 🔑 🔑