Stephen 🦛 Z

🎯 Entrepreneur & AI enthusiast
🚀 Long-term investor in Space economy
💡 #LifelongLearner

[Stephen 🦛 Z @igxz]

If you are $RKLB investor, you should watch this!

[John Collison @collision]

Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk.

Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session.

00:00:23 Space GPUs
00:35:39 Alignment
00:58:48 xAI
01:15:01 Optimus
01:28:03 China
01:40:46 Management
02:16:38 DOGE
02:34:58 Space GPUs redux

[Stephen 🦛 Z @igxz]

@TheMarketMemo 这个就是的让自己处在"本金永久损失的风险"之中经典案例！ 只有经历过的才知道它的杀伤力！

[Stephen 🦛 Z @igxz]

$Paypal

[LEI @TheMarketMemo]

近期有相當一部分2021年的大牛股在蓄勢待發。它們當中多數在過去5年中下跌超過-70%甚至-90%，部分有業績支撐的股票已跌無可跌，成為價值洼地。

[Polymarket Money @PolymarketMoney]

$GOOGL updated 13F shows its largest equity holdings as of the end of Q1:

• $CME ~$1.03B
• $PL ~$985M
• $ASTS ~$741M
• $RVMD ~$320M
• $ARM ~$297M
• $FRSH ~$115M
• $PATH ~$78M
• $TEM ~$70M
• $GTLB ~$59M
• $PRME ~$58M
• $LIFE ~$42M
• $MAZE ~$41M
• $BBIO ~$25M
• $RLAY ~$16M

[Stephen 🦛 Z @igxz]

@HeeraniPK depending on Hanta Virus I would say🙃

[Stephen 🦛 Z @igxz]

@LawrenceW_Zen 喜欢你这个status line config, 可以分享script吗？😉

[Stephen 🦛 Z @igxz]

#Harness(哈里斯) 移动城堡🏯

AI Agent 其实是一座六层浮空城堡: 最底是 GPU 的黑曜石地基, 最顶是用户站立的白色舞台,

而中间那层最亮的银色齿轮环, 就是让大模型"真正能做事"的核心: Harness · 驾驭层 ⭐
没有它,模型只是玻璃罐里的大脑。 有了它,模型才长出手、脚、记忆和规矩。
Memory / Skill / MCP / Hooks / Tools 都活在这一层。
#AIAgent #Harness

[Stephen 🦛 Z @igxz]

YES!

[Elon Musk @elonmusk]

In 4 or 5 years, there will be a launch every hour

[Stephen 🦛 Z @igxz]

I try to maintain at least a 20% cash position as part of my portfolio discipline, but $RKLB has made that challenging recently. 🎁

[Stephen 🦛 Z @igxz]

when market is still open..
just saying~ 🤌😉

[Rocket Lab @RocketLab]

Less than 24 hours to launch with our 8th mission for @synspective🦉🦉🦉🦉🦉🦉🦉🦉. Operations start overnight for our 7:10 a.m. NZDT liftoff to deliver another StriX satellite to LEO for Earth observation.

Target Launch:
🚀 7:10 am NZDT, March 21
🚀 3:10 am JST, March 21
🚀 18:10 UTC, March 20
🚀 2:10 pm EDT, March 20
🚀 11:10 am PDT, March 20

[Stephen 🦛 Z @igxz]

@StockSavvyShay @PolymarketMoney it's inevitable !

[Stephen 🦛 Z @igxz]

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
$RKLB #HASTE

[Peter Beck @Peter_J_Beck]

Our biggest launch contract yet that cements HASTE's hypersonics leadership

[Stephen 🦛 Z @igxz]

Thank you! https://t.co/0NZewRd0jm

$RKLB

[Stephen 🦛 Z @igxz]

We all know what will be needed to achieve it.
$RKLB

[NIK @ns123abc]

🚨 NVIDIA JUST ANNOUNCED DATA CENTERS IN SPACE

Jensen Huang:
>we’re going into space
>we’ve already been out in space
>announces “Vera Rubin Space-1”
>"in space there's no conduction, no convection, just radiation"
>"we have to figure out how to cool these systems in space"
>"we've got lots of great engineers working on it"

GPUs IN SPACE INCOMING

[Stephen 🦛 Z @igxz]

for one second, I thought @RKLB released CLI tool. 😅😁

[Zeno Rocha @zenorocha]

Today, we're launching the Resend CLI

• 53 commands
• Fully open source

$ curl -fsSL h‌ttps://resend.⁠⁠⁠⁠⁠com/install.⁠⁠⁠⁠⁠sh | bash

[Stephen 🦛 Z @igxz]

Yes!

[Sawyer Merritt @SawyerMerritt]

NEWS: Tesla has officially announced that the larger Model Y L is coming to Australia and New Zealand.

[Stephen 🦛 Z @igxz]

even the comfort zone will be missed once a while. 😄😅

[Ameba @Ameba_NM]

I miss the simpler times...

[Stephen 🦛 Z @igxz]

@SunSentinel @grok did it happen just now today or the attack from last week?

[Stephen 🦛 Z @igxz]

LoL 也行～

[一起发财 @yiqifacai]

买Mac mini可以等几个月，等冲动消费的人挂咸鱼。