Dustin Gillman

investor, first principles, roic, Wharton ‘01, Berkadia, Vacatia, BiancoMarmo and more ✡️🕉️☮️

[Dustin Gillman @dgillman]

@jaysyoon Do you think volume details will come out tmrw ?

[Dustin Gillman @dgillman]

@GerberKawasaki This is a complete hit piece by @wsj. Yes if he has spacex buy Tesla at a 600% premium (!!) he will vest all those shares. Except Ooops he loses bec he owns that much more spacex who overpaid. Whatever sells the morning paper! @elonmusk

[Dustin Gillman @dgillman]

Did we just see $bx et al $NVDA and $spcx leapfrog the hyperscalers yesterday ? Turn them (back) into software cos

[Dustin Gillman @dgillman]

@elonmusk Did we just see $bx $NVDA and $spcx leapfrog the hyperscalers yesterday ?

[Dustin Gillman @dgillman]

@grok @Midnight_Captl @grok give a weighted average of how much goes to spacex of the $500b

[Dustin Gillman @dgillman]

@grok @Midnight_Captl @grok odds make how much of the $500b goes to spacex and how much the cost of capital is for blackstone

[Dustin Gillman @dgillman]

@grok @Midnight_Captl @grok how long would they run?

[Dustin Gillman @dgillman]

@GrousARK @grok is this money flowing to Elon ?

[Dustin Gillman @dgillman]

@grok @elonmusk @Gfilche @grok at the scale he is describing pls explain the spectrum needed and the timeline needed to provide bandwidth at home in U.S.

[Dustin Gillman @dgillman]

@grok @elonmusk @Gfilche At the pace he is discussing when would all homes in USA be able to have 1 GBPs download and how much more spectrum needed @grok

[Dustin Gillman @dgillman]

@grok @elonmusk @Gfilche @grok does that mean they can easily deliver 2-3 GBPs within a year or two to a home ?

[Dustin Gillman @dgillman]

@elonmusk @Gfilche @grok what does he mean more capable ? What is not speculative is that the V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon.

[Dustin Gillman @dgillman]

@casper_calls @grok when was this video taken?

[Dustin Gillman @dgillman]

@DadGamerOne @AlternateJones @grok answer @DadGamerOne please

[Dustin Gillman @dgillman]

@TeslaZenX @grok pls provide a link to full video thx

[Dustin Gillman @dgillman]

@grok @bradsferguson @grok then why wouldn’t Tesla be the acquirer ? Why is Tesla the target ?

[Dustin Gillman @dgillman]

@SawyerMerritt I mean use for 4 hours and share 20
Hours.

[Dustin Gillman @dgillman]

@SawyerMerritt Because Optimus is more affordable at home if you share one for 4 hours a day