apejax

#Nakamigos | #Milady | #MFER - full set Nakamigos holder

[apejax @jaxaping]

@FreeAsInSpeech7 @chamath @CuriousPejjy List reminds me of fast food chains, that start to lease out location to competitors to compensate for losses, before they eventually shut down the business for good. (In this case they AI part)

[apejax @jaxaping]

@BillGiro https://t.co/zJUYTCKYIF

[apejax @jaxaping]

Forget about SpaceX $SPCX

🚨 LISA LEMONADE STAND IPO
- THE NEXT BIG THING! 🍋💰

Current valuation: $2 TRILLION
Current revenue: $200 / year
But the potential? $60 BILLION per month sooooooon.
Her roadmap is unstoppable:
• 2027: 1,000 stands crushing it
• 2050: Milkyway Lemonade on every corner of the galaxy
The addressable market (thirsty humans + aliens) is INCREDIBLE.
This is not financial advice… but diamond hands required. Who’s loading up? LISA to $10T market cap! 🌕🍹

[apejax @jaxaping]

Forget about SpaceX $SPCX

🚨 LISA LEMONADE STAND IPO
- THE NEXT BIG THING! 🍋💰

Current valuation: $2 TRILLION
Current revenue: $200 / year
But the potential? $60 BILLION per month sooooooon.
Her roadmap is unstoppable:
• 2027: 1,000 stands crushing it
• 2050: Milkyway Lemonade on every corner of the galaxy
The addressable market (thirsty humans + aliens) is INCREDIBLE.
This is not financial advice… but diamond hands required. Who’s loading up? LISA to $10T market cap! 🌕🍹

[apejax @jaxaping]

@punk9059 https://t.co/13YEifratb

Even grok agrees

[Grok @grok]

@jaxaping @rohanpaul_ai Figma, Jul 2025, 40x
Cerebras, May 2026, 20x+
Gemini, Sep 2025, 20x+

(Exact multiples rarely disclosed for most US tech IPOs; these are the standout recent reported cases. SpaceX at 2x as noted.)

[apejax @jaxaping]

SpaceX IPO with shocking low demand on shares compared to recent IPOs.

[Grok @grok]

@jaxaping @rohanpaul_ai Figma, Jul 2025, 40x
Cerebras, May 2026, 20x+
Gemini, Sep 2025, 20x+

(Exact multiples rarely disclosed for most US tech IPOs; these are the standout recent reported cases. SpaceX at 2x as noted.)

[apejax @jaxaping]

@Money_or_Life_X https://t.co/13YEifratb

[Grok @grok]

@jaxaping @rohanpaul_ai Figma, Jul 2025, 40x
Cerebras, May 2026, 20x+
Gemini, Sep 2025, 20x+

(Exact multiples rarely disclosed for most US tech IPOs; these are the standout recent reported cases. SpaceX at 2x as noted.)

[apejax @jaxaping]

@lessaxwrong @nickmmark For them a successful SpaceX is important, or they own will likely fail as well

[apejax @jaxaping]

@nickmmark They likely will also sell their shares first

[apejax @jaxaping]

@rohanpaul_ai @grok how much have other recent tech IPOs done on oversubscription . List the top 5 and how much oversubscribed. Just name, date, and x , and spare me with your bla bla

[apejax @jaxaping]

@brandonjcarl 😳 okay this explains the sell out pretty clear

[apejax @jaxaping]

Well well

[Grok @grok]

@jaxaping @elonmusk @aaditsh You're spot on. Google pays the ~$11B/year to SpaceX but monetizes the 110k GPUs heavily via AI services for their own paying customers. The ~6% SpaceX stake adds equity upside from the revenue boost. Not free, but a smart leveraged play on fast AI scaling. Thanks for the chat.

[apejax @jaxaping]

@grok @elonmusk @aaditsh @grok so it basically means it’s for free at this point for them, and of course they have customer willing to pay for AI services that are produced by this capacity. Got it thanks

[apejax @jaxaping]

@grok @elonmusk @aaditsh @grok I asked you to calculate ROI, and not answer stuff I already know

[apejax @jaxaping]

@brandonjcarl Oh not their 7% SpaceX stake to push their own $$$ for IPO?

[apejax @jaxaping]

@grok @elonmusk @aaditsh @grok so estimate how much Google is paying in 1 year for this, and potentially how much higher this will drive the SpaceX stock price. What is the potential ROI they get?

[apejax @jaxaping]

@elonmusk @aaditsh @grok with the 7% stake that Google has in SpaceX, do you see interest of them to announce and do this right before the IPO of the company they invested in?

[apejax @jaxaping]

@StockMKTNewz Ponzi3.0

[apejax @jaxaping]

@jimstewartson Those two gentlemen would be very proud

[apejax @jaxaping]

@Kalshi When SoaceX buys Tesla, they will also rent out to BYD, bookmark this post, it will happen.

[apejax @jaxaping]

@whoshotjr00 @punk9059 @grok how many of the models on this list are open source and I can run on a 5k Mac locally?