Prime CTO Elon

[Ashok Elluswamy @aelluswamy]

- Netherlands
- Lithuania
- Estonia
- Denmark

[Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼 @DrewPavlou]

Just endless atrocities in Britain right now

[Rupert Lowe MP @RupertLowe10]

We must stop harbouring those who wish to decapitate children.

A vast number of people need to be removed from our country - when I say vast, I mean it.

Millions and millions need to leave or be made to leave.

[Elon Musk @elonmusk]

Major improvement in safety statistics with FSD turned on in the Netherlands!

[Elon Musk @elonmusk]

🇰🇪 Starlink helping schools in Kenya 🇰🇪

[Starlink @Starlink]

In Chile’s remote southern mountains, Starlink is providing reliable connectivity to a helicopter business for critical missions 🛰️🚁 → https://t.co/NAj9PtLHS9

[Elon Musk @elonmusk]

Indeed

[Elon Musk @elonmusk]

Tesla AI chip design engineering reviews are so great! Team is awesome.

Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.

[Aaron Burnett @aaronburnett]

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it.

Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use.

2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number.

We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against.

The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then.
https://t.co/McShCl78uo

We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods.

This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040.

The horizontal axis is the steepness of the orbital data center demand S-curve.

The vertical axis is the rate at which chip compute efficiency becomes cheaper.

Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time.

Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday.

We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share.

SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space.

It deserves doing the work as an investor. because this in not financial advice.

The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel.

Understand the world of outcomes and take your position accordingly.

Comparables and P/E won't take you far enough.

[Alice Smith @TheAliceSmith]

They call for calm in the face of horror.

This is inhuman and manipulative.

The proportionate and natural response to an horrific incident is disgust, fear and anger.

They want to downplay the horror to dodge their own political responsibility for it.

[Visegrád 24 @visegrad24]

This is the UK

[Yun-Ta Tsai @yunta_tsai]

Grok Build is pretty good at optimizing my code in one shot.

Prompt:

I want you to optimize it entirely on GPU to speed it up. Measure two metrics: the result must compare with the golden image (CPU) and be nearly identical (PSNR > 40dB), with fast pixels per second.

Make a plan to a) write GPU equivalent code, b) write a benchmark suite to measure PSNR and pixels per second, c) execute various optimization strategies.

Go!

[Starlink @Starlink]

For those impacted by the earthquake in the Philippines, Starlink Mobile is providing free connectivity to @enjoyGlobe customers in the affected regions.

Families, communities and businesses with compatible LTE smartphones can now stay connected through select apps and SMS even if terrestrial networks are not available

[Rupert Lowe MP @RupertLowe10]

Millions must go.

[Elon Musk @elonmusk]

Exactly

[Elon Musk @elonmusk]

True

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

The evidence of two tier policing and judiciary is clear for all to see.

[Derrick Evans @DerrickEvans4WV]

They ruled Iryna’s killer is incompetent to stand trial.

The same system ruled this man was plenty competent enough to be released back into society dozens of times.

It’s past time to remove these left wing activist judges.

[Elon Musk @elonmusk]

Nothing else matters if civilization falls