$GLXY Merlin could become overflow or specialized capacity for @SpaceX AI, especially for workloads that benefit from low latency to the McGregor test stands (engine telemetry, real-time simulation feedback, etc. @galaxyhq already has a proven model of leasing long-term capacity @CoreWeave at Helios !
Galaxy is funding its own step-down substation and grid interconnection on the site.
In a constrained ERCOT environment, neighboring industrial users often coordinate on transmission upgrades, backup generation, or even shared substations. Being in the exact same industrial park makes this logistically easy and cost-effective for both.
Engineering & Environmental Collaboration?
Two SpaceX employees already helped Galaxy design the noise-mitigation system.
Rocket tests create significant ground vibration and acoustic energy. Data centers are extremely sensitive to both. Continued technical cooperation on vibration isolation, monitoring and scheduling of high-power tests would benefit both sides and keep the city happy.
Specialized Aerospace Compute
SpaceX runs massive computational fluid dynamics (CFD), structural, and trajectory simulations. Having high-density AI/HPC capacity literally across the fence could allow faster iteration between physical testing at McGregor and digital twins running at Merlin.
Talent & Local Ecosystem
McGregor is a small town. A shared talent pool of electrical, mechanical and facilities engineers, plus joint training programs or community investments, would strengthen both operations and local support.
@novogratz has a long-standing SpaceX investment history and $SPCX documented need for more Texas compute creates a natural alignment. Whether it turns into a formal tenant deal, infrastructure sharing, or just friendly neighbor coordination remains to be seen but the dots are sitting right next to each other. @blakerking93@austorms@DougDeason@jonathan_mg27 ๐ซก๐งโ๐
I don't see the Moat Silvia has.
Robinhood or fidelity could just create this, probally already have, into there products. They have the customers assets and will hold the AI data.
So I guess he hopes a buyout with the data they hold? Silvia won't be able to compete.
As for as bitcoin treasury companies. If you want to speculate on top 3 and there moats
@TimKotzman Lol I'd rather just buy bitcoin instead of having trust someone.
I almost lost most of my btc in Blockfi from pomps reccomendation.
Realized it was not worth the risk. Got out in time.
No thanks
@crypto_deg86562@IAmCryptoWolfy i saw this at at 3am, new pair, at 21kmc, first 11 minutes it was on the platform. Was on phone not computer.
ended up buying in at 140kmc a hour later.
would have been a 140x lol at 3 mill mc
@the_cia_hacker Still think the best alpha you have given was to look for new pairs on dexscreener around 3-5am.
๐ญ I saw $Fox, on Robinhood chain at 21k Mc at 3am when it first came out, wasn't on computer and had to buy in later at 120k.
Now its 1.1mc, still early