Earnest Henderson @b25devildog - Twitter Profile

about 17 hours ago

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this). He is not. In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year. That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that. His answer is the TerraFab. It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week. The goal is one full terawatt of AI compute output per year. For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States. SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions. Here is why this matters for Micron specifically. In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that." A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history. And Micron already cannot keep up with what exists today. Micron's entire 2026 HBM output is fully sold out contracted before the year began. HBM4 entered volume production ahead of schedule and sold out immediately. The structural reason Micron wins here is simple. Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it. There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron. Samsung has had quality issues, SK Hynix is supply constrained. Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil. TerraFab just made the memory deficit permanently larger. Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1. Link below!

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B25Devildog retweeted

Coin Shot ☁️

@CoinSh0t

1 day ago

16-years-old kid created Starlink prototype and made $300,000 It capture the signal from satellite, and works anywhere SpaceX tried to shut him down, but the kid was already covered. Here's how he made it using nothing except Claude: He's not stealing internet from Starlink. He's using the radio beacons SpaceX broadcasts as a free positioning system that works when GPS doesn't. Every Starlink satellite emits a constant beacon. With a small dish and a $35 radio, you can pick them up and triangulate your location anywhere on Earth, even where GPS is jammed or blocked. The US Army is testing the same concept. The kid built a portable version and sold it to hikers, sailors, and emergency crews. Step 1. Order the hardware. RTL-SDR Blog v4 USB receiver ($35) Small Ku-band parabolic dish (~$50) Ku-band LNB downconverter ($20) Raspberry Pi 5 (8GB) Bias-tee adapter 5000 mAh USB battery Total around $180. Step 2. Flash Raspberry Pi OS Lite to the SD card and boot the Pi. Step 3. Install the SDR tools in Terminal: sudo apt update sudo apt install rtl-sdr gnuradio python3-numpy Step 4. Mount the LNB at the dish focal point. Connect LNB to bias-tee, bias-tee to SDR, SDR to Pi via USB. Step 5. Open Claude Code and paste this prompt: Write me a Python program that captures Starlink satellite beacons through an RTL-SDR and uses them for positioning. Hardware: RTL-SDR Blog v4 + Ku-band LNB + parabolic dish. Requirements: Scan Ku-band downlink frequencies for Starlink beacons. Identify each satellite using public TLE data from https://t.co/eZL1xnRATd. Use Doppler shift from at least 3 satellites to compute position. Output latitude, longitude, and accuracy to a small OLED screen. Use pyrtlsdr, skyfield, numpy. Add comments so I can tune the math. Step 6. Run the program. The Pi locks onto satellites overhead and shows your coordinates with around 10-30 meter accuracy. No GPS, no cell signal, no internet needed. The kid 3D-printed a case, branded it as "GPS backup for hikers and sailors," and sold 350 units at $899 each. Cost per unit: $180. Profit per unit: $719. His customers are wildfire crews, bush pilots, backcountry skiers, and yacht owners. SpaceX has no legal issue with passive reception of public beacons. The kid's lawyer confirmed it in advance.

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B25Devildog retweeted

Handre

@Handre

about 11 hours ago

The most spectacular economic miracle of the last 500 years occurred as food consumption dropped from 80% of income to 3%. Your ancestors spent virtually every waking hour and every earned dollar feeding their families. Today you casually toss organic blueberries into your cart without checking the price. This transformation didn't happen because governments subsidized agriculture or bureaucrats planned better crop rotations. It happened because private property rights allowed farmers to capture the full value of their innovations, spurring relentless productivity gains. Consider what free markets accomplished: wheat yields per acre increased 10-fold since 1800. Corn production exploded 6-fold per acre since 1930. The price of basic foodstuffs, adjusted for wages, fell by 90% over two centuries. Each breakthrough, from the steel plow to hybrid seeds to GPS-guided tractors, emerged from entrepreneurs risking their own capital to solve real problems. The profit motive drove farmers to maximize output while minimizing inputs. No central planner could coordinate the millions of decisions required: which seeds to plant, when to harvest, how to transport goods, where to build storage facilities. Market prices transmitted this information instantly across the globe, connecting Iowa corn farmers to Tokyo consumers without a single bureaucrat involved. Politicians love claiming credit for "feeding America" through agricultural subsidies and price supports. Yet these interventions consistently reward inefficiency and punish innovation. The real heroes remain the anonymous farmers and inventors who transformed scarcity into abundance by following price signals rather than political directives.