Fabo Piña

Consultor y Comunicador en Semiología / Consejero de la Asociación Internacional de Semiología de la Vida Cotidiana AC / Inteligencia Fiscal y Financiera

[Fabo Piña @fabopina]

@Revolut Regrésenme mi dinero. Bloquearon una transferencia a mi cuenta de otro banco y congelaron mis fondos. Liberen YA mi dinero; voy a cerrar mi cuenta.

[Fabo Piña @fabopina]

@HeyGuapetona @SantanderMx Revolut

[Fabo Piña @fabopina]

@Ric_RTP @grok How accurate is the info in this analysis?

[Fabo Piña @fabopina]

@Jindo_1307979 9900

[Fabo Piña @fabopina]

@heybanco Me están cobrando doble el seguro de mi crédito automotriz y llevo días tratando de solucionar el problema con su departamento de renovación de seguros. Lo que están haciendo es FRAUDE y necesito que me resuelvan ya. @CondusefMX

[Ricardo @Ric_RTP]

Elon Musk just confirmed the most INSANE IPO in history.

SpaceX is going public in 2026.

$1.5 TRILLION valuation. Raising $30+ billion.

That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019.

But here's what everyone's missing:

This isn't about space tourism or Mars missions.

Elon is literally about to win the entire AI race.

And 99% of people have no idea how...

Here's the problem killing every AI company right now:

POWER.

Oracle just reported earnings.

They burned through $12 BILLION in one quarter building data centers.

Their free cash flow? NEGATIVE $10 billion.

Revenue missed estimates. Stock crashed 11%.

Microsoft, Amazon, Google all scrambling to find enough electricity for AI training.

The brutal math:

The US generates 490 gigawatts of total power.

AI is projected to need 123 gigawatts by 2035.

That's a QUARTER of the entire electrical grid. Just for artificial intelligence.

Goldman Sachs says AI energy demand could jump 165% by 2030.

There is literally not enough power on Earth to run AI at the scale these companies are promising.

Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs.

And the infrastructure can't keep up.

Elon's solution?

Stop building on Earth entirely.

SpaceX is building data centers in SPACE.

Not a concept. Not 10 years out. Literally starting in 2026.

They're upgrading Starlink V3 satellites to carry AI computing chips.

Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks.

And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year.

At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years.

Just from satellites. Processing in orbit.

While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything:

The rockets. The satellites. The launch infrastructure. The AI company (xAI).

He doesn't need to ask utilities for permission.

Doesn't need grid approvals from local governments.

Doesn't need to build nuclear plants or wait for clean energy.

He just launches.

And everyone else is scrambling to catch up:

Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers.

Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027.

Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space.

But they're all 3+ years behind Elon.

SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built.

The $30 billion from the IPO?

Going straight into scaling orbital compute.

SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026.

Most of that from Starlink. Now add space-based AI infrastructure on top.

Here's why this matters:

Whoever controls orbital computing controls the AI revolution.

And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required.

Jensen Huang, Nvidia's CEO, called space data centers "a dream."

Translation: Nvidia is screwed if Elon actually pulls this off.

Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer.

OpenAI needs compute? Running on SpaceX satellites.

Google needs more capacity? Renting orbital infrastructure.

Microsoft needs power? Paying SpaceX for launch and compute access.

Elon won't just be in the AI race.

He'll own the entire track everyone else is running on.

The $1.5 trillion valuation sounds crazy until you realize what he's actually building.

It's not a rocket company. It's the infrastructure layer for the next 50 years of computing.

People calling it overvalued have no idea what's coming.

[Fabo Piña @fabopina]

@BBVA_Mex Pésimo servicio en la sucursal 285 de Ejército Nacional. Personalmente hicimos el trámite de cambiar el nivel de cuenta de cheques. Dos semanas después sabemos que nunca hicieron el cambio. Estamos desesperados. #BBVAMX @CondusefMX @Banxico

[Fabo Piña @fabopina]

@tradeinnsl I didn’t get my packages. MotardInn orders 55941872 and 55798614 never arrived. Please solve this. @QualityPostCC tracking ID’s: ZH138454043MX and ZH138389185MX.

[Fabo Piña @fabopina]

@SanPabloFarma Gracias por el seguimiento. Hoy recibí una llamada de atención a clientes para resolver mi reclamo. Saludos.

[Fabo Piña @fabopina]

@SanPabloFarma Pésimo servicio. Sus repartidores no permiten pagar con #puntosbbva de @BBVA_Mex porque así les dieron la instrucción. Aunque cuentan con terminal de BBVA, cuando vio que yo iba a elegir pagar con puntos me la arrebató para él poner “pago normal”. Mala política.

[Fabo Piña @fabopina]

@DHLMex Ya me atendieron por teléfono y levantaron el reporte. Gracias.

[Fabo Piña @fabopina]

@DHLMex Urge atención. He pagado dos veces los impuestos de mi envío y su sistema no registra el pago. En el chat de su sitio web no dan atención, solo refieren a la página. No hay teléfono a dónde contactarse. @Profeco #dhldelivers

[Fabo Piña @fabopina]

@RominaCDV Favor de atender INCENDIO en este momento en Bosque Real, sobre la México-Huixquilucan https://t.co/sqGQHc58d8

[Fabo Piña @fabopina]

@RominaCDV Favor de atender! #Ahora @RominaCDV INCENDIO sobre la México-Huixquilucan https://t.co/sqGQHc58d8

[Fabo Piña @fabopina]

@Ticketmaster I bought some tickets and have the confirmation email and order # but they don’t appear in my #Ticketmaster App. What’s going on 😡

[Luis Arturo Herrera @RealArturoH]

Cuando una empresa privada tiene pérdidas, nosotros no las pagamos vía impuestos, pero cuando tiene ganancias sí nos beneficiamos por los impuestos que paga.

Cuando una empresa pública tiene pérdidas nosotros sí perdemos dinero vía impuestos.

Por eso, para cualquier país y cualquier gobierno es MEJOR tener fuertes empresas privadas que monopolios estatales. El cuento de la soberanía solo es para que los políticos roben a manos llenas, para justificar el robo.

[Mario Correa @mariocorream]

Complementando la reflexión de ayer les presento dos gráficas en este hilo 🧵1/5. La primera es la evolución de la deuda pública bruta, que ha pasado de 11.0 millones de millones de pesos (billones en castellano, BP) en diciembre de 2018 a 14.6 BP en febrero de 2023...

[Fabo Piña @fabopina]

🙌🏼

[ÓMÒÉLÉRÍNJÁRÉ @omoelerinjare]

Nigerians over to you👇

Mexicans demand free and fair elections. Not a single window was broken, just citizens defending the electoral institute against the president’s wishes of undoing it. This is how real democrats make their voices heard.

[Víctor Ramírez @vicfc7]

El robo de combustibles va a quedar pagado por los consumidores.
Lindura de la @CRE_Mexico

¿No que ya se había acabado el huachicol?

https://t.co/7SQXPuZlOo

[Fabo Piña @fabopina]

@DominosPizzaMex Se les acabó el servicio en Bosque Real? Justo en domingo cuando uno trae antojo… Se supone que cierran a las 11pm pero a las 9 ya cerraron el changarro. #PesimoServicio