.@elonmusk is doing so many amazing things for the world. Too bad Alex Gibney doesn't include these stories of Elon helping to make the world a better place. The world needs to see the humanitarian side of Elon. I can tell you personally, Elon deeply cares about the world.
America… today I finally understood something about Trump’s team that I had been missing this entire time. And once I tell you what it is… I think you will feel exactly what I felt. Because it is so simple. And so powerful. And so completely obvious once you see it. That you will wonder how you ever missed it. Marco Rubio. A bartender’s son who grew up with nothing. Who could have given up a thousand times. And never did. Pete Hegseth. A Princeton graduate who walked away from every comfortable career waiting for him. And chose the harder road. Every single time. JD Vance. A boy from Appalachian poverty. Raised by a grandmother. Who had every reason to believe his beginning was his ending. And refused to accept it. Karoline Leavitt. A girl with a softball scholarship and no political family. Who walked into the Trump White House as an intern. And never once looked back. Susie Wiles. A woman who spent 40 years working in the shadows of American politics. While nobody said her name. While nobody gave her credit. While the whole world looked the other way. Five people. Five completely different lives. Five completely different starting points. And then I saw it. The one thing they all share. The one thing Trump saw in all of them before the whole world did. Not one of them ever quit. Not Marco when his family had nothing. Not Pete when comfort was right there waiting. Not JD when everything around him was falling apart. Not Karoline when the doors were not opening fast enough.
Not Susie when 40 years passed and nobody knew her name. They just kept going. Every single one of them. Through every hard moment. Through every reason to stop. Through everything that would have made most people walk away. And here is what broke me completely today. Trump did not choose these people because they were the most famous. He did not choose them because they were the most connected. He chose them because they were exactly like him. A man who fell. Who lost. Who was written off. Who was told it was over. And got back up every single time.
Trump built a team of people who do not know how to quit. Because that is the only kind of team that can carry America. 🙏🇺🇸 Drop a ❤️ right now if this moved something in you today. Type “QUITTERS NEVER WIN AND WINNERS NEVER QUIT” below. Tag every American today who needs to see the one thing this entire administration has in common… because Trump did not build a cabinet. He built a team of people who refuse to stop. No matter what.
Happy 54th birthday to @kimbal 🎉
From building Zip2 with Elon in the early days to being there through so much of the incredible journey that followed.....
Brothers from the beginning ❤️
Orbital Data Center cost takes by Street analysts making the rounds:
Wood Mac ~$170B/GW,
BofA $160B to 180B,
Futurum ~$72B (infrastructure alone),
BNP >$100B just for launch to loft 1 GW.
This is all the same spreadsheet genre that “proved” Starlink couldn’t work in comparison to classical Data Centers at $40B-$60 on the ground.
However, we now know that Starlink worked because:
(a) SpaceX’s real Falcon 9 cost was nowhere near list price, and
(b) V2/V3 satellites blew past the bandwidth per satellite that those early models assumed.
Starlink satellites kept outrunning the forecast and internal launch costs ran way below analysts estimates.
AI satellites will rhyme.
Gen-1 is what the cost models price.
Gen-2 and Gen-3 (better chips, power, and thermal per kg) are where we once again pull away from the spreadsheet.
Starship does the launch cost side slide in short order. @Mach33 is the most comprehensive analysis on Data Centers in the sky. Here are their estimates:
Starship AI launches, with booster reuse and ship expendable cost at ~$300/kg.
That would give us:
~$46B per GW for SpaceX, then
toward ~$24B/GW over the next decade with Ship reuse.
Bull case with full reuse and better chips goes lower.
In summary: actual cost likely to start at $46B per GW (and the falling to half that) vs $160B+ headlines from "analysts".
Add to that less permitting delays and less political pushback than a GW on the ground.
Starlink redux.
Bears beware.
🚨BREAKING: Elon Musk just reposted this video to his 229 million followers: “If a state won’t share data on criminal use of SNAP benefits, it won’t get a dollar of federal SNAP administrative funding”
THIS IS A HUGE WIN FOR AMERICA
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