Exponent_691

Fascinated. Disciple. Builder.

[Joe Tegtmeyer 🚀 🤠🛸😎 @JoeTegtmeyer]

Starship 40 arrives at South Padre island just now! Welcome home after over 2 1/2 months of a long voyage!

Image & videos by @pithostettler

[Jo Bhakdi @JOBhakdi]

Elon Musk just said something that reveals the future of agentic AI:

GrokBot will now use ANY model that meets your task best on the backend of GrokBot. Including competitors of Grok like Claude.

This is not just amazing for users - it also hints at a deeper strategy of SpaceXSI.

With the Starmind Satellite projected by Pioneerlands to become the dominant source of all global compute and crossing the GW in orbit - threshold as early as 2030, SoaceXSI will become the partner and compute backend of everybody.

Grok , with that, becomes competitive with SpaceXSI’s clients - not a great situation.

GrokBot represents the layer ABOVE the models - it is the first access point for humans to access AI.

While Grok is NOT a leading player right now - Anthropic and others have higher intelligence - my suspicion is that GrokBot IS on its way to market leader. Cursor already is in many respects.

That means Elon can sandwich in the AI play: own the compute layer and own the entry point. By not competing , but embracing the middle layer, SpaceXSI actually cements its leadership on the top and bottom of the sandwich.

/AI /macro strategy

[Jon Root @JonnyRoot_]

Sophie Cunningham sent a bold, truthful message at the Mizzou vs Florida game with her hat

The side said “No Cis, just..”
The front: “Woman”

Now The Athletic/New York Times are calling for the Fever to get rid of her...

We need more bold, female athletes like Cunningham.

[Elon Musk @elonmusk]

@theinformation False, we are accelerating rapidly

[The Mel K Show @MelKShow]

Good morning. Fifty-one former intelligence officials signed a letter saying Hunter Biden's laptop had the earmarks of a Russian operation. The laptop was real.

Not one of the fifty-one has been charged with anything.

That letter cost the people who signed it nothing. Today we talk about what it cost everyone else.

Live at 1pm ET.

[Avid Space @LabPadre]

FORTE is just a few miles from the mouth of the jetties with Ship 40. Pilot boat is enroute.

[Miranda Devine @mirandadevine]

The left HATES women - another banger ad from @iwv

[U.S. Embassy Jerusalem @usembassyjlm]

Today we remember the innocent lives murdered by Hamas terrorists on October 7, 2023, and honor the heroes who risked everything to save others.

We remember. We stand with Israel. 🇺🇸🇮🇱

[Benny Johnson @bennyjohnson]

President Trump just called out the real reason Paris is burning right now.

It isn’t because of schools. It’s not just a “student protest”

They are riots and This is a result of mass immigration and Islam attempting to conquer Western Civilization.

France is no longer France.

[C3 @C_3C_3]

Do you know what that the perfect environment for a virus to grow is?

An Election Year.

It’s Science.

[Jo Bhakdi @JOBhakdi]

Well it’s not just a grudge. Trump wanted something and Europe “played” him with some Ukraine games, and now he retaliates and wins. I would expect nothing less. The EU is making one mistake after another and is getting strategically crushed by the US , Russia and China.

That happens if your system becomes so degenerate that you allow a Karenocracy to take hold - the result will be civilizational annihilation until the Karens are removed.

[Robotaxi Radar @RobotaxiRadar]

Yesterday's sightings show the weekday floor has moved up in Austin 📈

✏️ Driverless = 416
✏️ Total = 557

✅ Total up 50% vs last Tuesday (371)

✅ Driverless up 68% vs last Tuesday (248)

✅ 416 driverless is the highest on any non-festival day

✅ Driverless share 75%, second only to Oct 3's 77%

Two weekdays in a row near 560, with no event in town shows a clean WoW increase in Cybercab presence ✍️

[InfantryDort @infantrydort]

On this day in 1781, the Siege of Yorktown rages. It must have been a strange feeling for George Washington. He spent his entire life trying to get a commission as a British officer. Now he watches as the army he desired to be a part of, crumbles before him. Helpless.

The British failure to recognize his talent remains the most costly military personnel decision in human history.

It cost them a continent, and an empire.

[Mark Lambert @sitsio]

Is a Catholic Revival beginning? https://t.co/HxRkZ3d5gU via @YouTube

[Robert Bortins @TheRobertBshow]

No one throws a parade for the mom checking math pages at 9pm or reading Narnia aloud for the 2nd time this year

Faithful in little things, for a long time. That's the job.

[JC Christopher @JCChristopher]

Some very interesting new positions opened up today in the $SPCX option chain. Over $10M in two separate call positions were purchased today, and the clock is the tell on what's going on IMHO.

Someone purchased about $9 million of calls for October 30 at $172.50, and another $1 million of calls for November 20 at $225. Both trades are bullish.

Before the 10/30 trade was put on, there was only 57 open interest at that strike. Now there are over 30K, so about 60x of existing open interest. That's the definition of unusual and noteworthy. Somebody paid real money for SPCX to keep moving over the next few weeks.

The $1M in November 225 strike is a smaller trade, but the October trade is already close enough to the money where a simple continuation would help drag it up there and potentially make it work. Or at least that's my presumption of their thought process.

SpaceX is expected to report on 11/3. The 10/30 calls expire before earnings. The smaller November calls would be after earnings. So, the buyer is basically making a run-in trade that the share price is going to continue to extend higher before we actually get to earnings. And before management says anything new, the buyer is willing to pay a good deal of money for that continuation idea.

Analysts are all over the place, with ranges of $115 up to $800. But the folks who lay down millions for calls, they don't deal in crapshoots, they deal in expectations from LPs. This is why I like to read the option tape.

[Chloe Cole ⭐️ @ChloeCole]

What stands out to me the most about the Cornell case is the apparent lack of responsibility and self-preservation from everyone involved. Being anywhere NEAR a substance-fueled orgy does not have a high likelihood of ending well for anyone.

Man OR woman, drinking and using mind-altering substances in a high-chaos environment with people you barely know or trust is NOT a smart choice. The world is an unsafe place. There are always going to be predators, opportunists, or, simply, people around us who are not of sound judgment for one reason or another. It’s easier to steer clear of them when you have your head on your shoulders.

That's not to say that every bad outcome can be prevented but this situation highlights just how important it is to stay sober, stay responsible, and guard ourselves from chaos.

[Kellie Meyer @KellieMeyerNews]

Sec. Rubio will be making a “major speech” I’m told at 11:30 am ET tomorrow from the Acropolis in Greece.  

Assistant Secretary of State for Global Public Affairs @ASDylanJohnson:

"Tomorrow evening, Secretary Rubio will deliver an address from the birthplace of Western civilization, where he will call upon Americans and Europeans alike to join together in a great renewal of the Western spirit - an inheritance stretching from Athens and Rome to Christendom to the founding of the American Republic. Against the backdrop of the Acropolis, Secretary Rubio will look to the history of ancient Greece as the first full expression of the qualities that would come to define the West: curiosity, courage, ambition, and a restless spirit of exploration and discovery of the unknown. He will warn that too much of our civilization has forgotten these essential qualities, and urge our allies across the West to join the United States in rejecting decline, defending our shared heritage, and confronting a new era of great-power competition together."

[Elon Musk @elonmusk]

@ClownWorld The technology simply doesn’t exist to change sex

[Treasury Secretary Scott Bessent @SecScottBessent]

Capital follows confidence.

Since @POTUS took office, the United States has been the world’s leading destination for foreign direct investment.

Under this Administration, lower taxes, fairer trade, and lighter regulation are ensuring that America remains the premier place to invest, build, hire, and innovate.