It’s IPO day for SpaceX ::))
I just listened to the latest @BG2Pod with Brad Gerstner, Bill Gurley & guests.
They break down the launch economics, Starlink cash engine, the xAI integration creating an “Elon Web Services” compute play, and the orbital data center angle ($5B/GW in space vs $25B terrestrial).
Straightforward takes on the real levers and risks—no fluff. Solid listen if you’re tracking SpaceX, Starship, or AI infrastructure.
Link: https://t.co/MQs3ZWiozd
#SpaceX #Starship
@bitcoincojp intends to allocate capital: with discipline, long-term conviction, and a relentless focus on asymmetric opportunities.
Our ambition is clear: to make @bitcoincojp one of Japan’s leading companies at the intersection of the AI and Bitcoin economies.
Over the past 9 months, we’ve focused on building the right foundation: governance, regulatory alignment, legal structures, and institutional-grade controls. We appreciate the patience from shareholders who have believed in us, since it’s taken a lot longer than we had hoped.
Now, we’re shifting into offense.
I look forward to meeting $8105.JP shareholders in person at our AGM in Japan later this June, where @philliplord1 and I will share more on the extraordinary opportunities we see and the roadmap ahead.
This is just the beginning.