chimala

Technology, consumer and movie entrepreneur.

[chimala @chimala]

@elonmusk doesn’t play safe. He executes under pressure.

Everyone’s talking about him becoming the world’s first trillionaire with @SpaceX IPO today…

but almost ZERO people are talking about this:

⏰ 8:37 a.m. ET — hours before the IPO opened

🚀 SpaceX launched a Falcon 9 from Cape Canaveral

📡 Sending 29 Starlink satellites into orbit

Think about the risk.

If that launch failed… the IPO disaster would’ve been historic.

But it didn’t. It was flawless.

That’s not just confidence.

That’s CONTROL under pressure.

Lesson for entrepreneurs:

Big outcomes = bold moves when the stakes are highest.

Not playing safe.

Who else sees this as the ultimate power move?

[chimala @chimala]

It's not the idea.
It's not even execution.

Ultimately what matters is tenacity - Gut level conviction to stick with the vision even when everything goes against you.

[Robert Sterling @RobertMSterling]

> 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.

[chimala @chimala]

@klitrio @BuchiBabuSana At least ChatGpt seems to respect women. Thank God.

[chimala @chimala]

Staking yield to the rescue!! This dividend would have otherwise been used to buy more $ETH or paid to eventually to shareholders.

But, considering the price of $ETH, this is a smarter move. Way better than $MSTR. As everyone knows, staking yield is the secret sauce for $ETH compared to $BTC.

[chimala @chimala]

@thadoewg @nejatian It was an honest ask. I'm not saying he's not being transparent.

Where can we read his big picture plan and strategy to achieve it. Then we can all be aligned and be patient. I'm fine if it takes longer than planned. It's understandable. But what's the plan?

[Anshu @anshuc]

What if your Mac could read your mind?

Here’s an early live demo of Marina: personal, proactive intelligence for macOS.

There’s no prompting. No chat box. It just understands what you’re working on, and helps you do it faster.

Details + beta invites below.

[chimala @chimala]

Opendoor’s insight was elegant — reduce residential real estate’s chaos to a single number. Seller gets certainty and speed. No showings, no chain dependency, no 45-day limbo.

The fatal flaw IMHO is becoming the buyer. Every priced home sits on the balance sheet, vulnerable to macro shifts it cannot hedge. A market-maker in an illiquid asset has no exit.

The fix: become the platform while staying the buyer. Open the doors — pun intended — to a network of credentialed investors who bid alongside Opendoor’s own entity. If Opendoor wins, great. If someone bids higher, Opendoor earns the fee. The balance sheet risk becomes a choice, not a compulsion.

The network includes iBuyers, REITs, family offices, fix-and-flip funds. International capital, historically locked out of US residential at scale, finally gets a programmatic entry point.

Credentialed investors pay for access to the full pricing stack — model assumptions, confidence intervals, comparable transactions, risk flags. Transparency becomes the product. The more investors rely on it, the sharper the model gets. A data flywheel that compounds with every transaction.

Seller urgency becomes a variable — instant close means wider spread, 72-hour auction means tighter number. The platform monetizes the gap between seller urgency and investor return requirements.

Opendoor proved the demand. The opportunity is to rebuild the model on the right side of the balance sheet.

[chimala @chimala]

I asked Perplexity what would be the reasons NOT to invest in $ELMT. Here's the answer (not advice, DYOR)

Main concerns

• Expensive valuation. One source shows a forward P/E near 101, which suggests the market is pricing in a lot of future growth already.

• Recent losses. ELMT reported a GAAP net loss in Q1 2026, with GAAP EPS of -$0.02 and rising operating expenses.

• Execution risk. The business thesis depends on strong demand in defense, critical minerals, and reshoring, which is promising but still needs consistent operating results to prove out.

• Limited downside margin. Some screening tools rate it poorly on margin-of-safety style checks, which usually means there is not much valuation cushion if growth slows.

• Signal conflict. Analyst coverage is bullish, but other market summaries and price-action data are less supportive, so the stock does not have a clean consensus.

When caution makes sense

If you want a stock with clearer earnings quality, steadier profitability, or a lower valuation, ELMT may not fit well right now.

[chimala @chimala]

@svembu Dot-com was all eyeballs; AI has the balls to actually deliver.

[chimala @chimala]

@JeffBezos Fortes fortuna adiuvat. Conamina, et pervenies.

[chimala @chimala]

@AltcoinDaily “I love the interest my bank pays me,” said no one ever. Funny how CLARITY shows up when competition does.

[chimala @chimala]

Lovin the new @Waymo vehicles. Looks like inspired by @zoox

[chimala @chimala]

The SaaS -Pocalypse is here. If you're wondering whether your job, your business, or your industry survives what's coming — this one's for you.

Software Is Eating Itself https://t.co/aTPlDGfPxv via @LinkedIn

[chimala @chimala]

@KyleTibbitts @nejatian The vision you attract people to is the future your team brings to life.

[chimala @chimala]

What the Internet May Be Telling Us About Where AI Is Going https://t.co/Uu4HleA6Mz via @LinkedIn

[chimala @chimala]

It’s Paramount that we all see this BS for what it is. Goodbye @scolbert.

@StephenAtHome @colbertlateshow @jimmykimmel @jimmyfallon @jonstewart

[chimala @chimala]

💯AGREE.

The other terms I use for stewardship is 'owner mentality' or even better a 'mother's instinct'.

There's clearly a message for startup founders here. Find teammates that have that maternal instinct for the (startup) baby.

Or to paraphrase @alexandr_wang 'hire teammates who give a sh*t'.

[chimala @chimala]

@chamath Frankly, OpenAI may become the Netscape of the AI era much before that.

[chimala @chimala]

@Jason Why not Lyft? Cheaper and better. And no food delivery baggage.