Some of the things I say are speculative or aspirational and some are not.
What is not speculative is that the V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon.
Or that an order of magnitude more V3 and beyond Starlink satellites, plus V2 and beyond direct-to-cell satellites, will be launched.
That means >100X the bandwidth of the Starlink V2 system, which will reach $20B ARR this year. Even if revenue per gigabit drops by 10X, that still means SpaceX communications revenue will exceed $200B/year!
SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload.
Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute → https://t.co/4MOQv0DvTQ
@japan_nobunaga I love your stories. Let’s be honest, I love you, I know I love you because the stories come from you. I love you and I don’t even know you. That is the power of your stories. You are a light shining in the darkness.
When I say “Never Sell Your Bitcoin,” I speak as one saver to another. I have never sold mine. Not one satoshi. Strategy is a public company, not my wallet. Since 2020, it has disclosed it may buy or sell $BTC to manage capital. Our shared conviction in Bitcoin remains unchanged.
@BritishHodl Why not move your bitcoin into a, say, Fidelity crypto account vs selling and buying IBIT? Avoids a taxable transaction, yet you still gain the protection of Fidelitys institutional grade custody.
Is there cons to this idea that I do not see?