Lee Polydor

“Whether you think you can, or you think can’t…you are right.”

[Katie Miller @KatieMiller]

GAVIN BAKER: “A month ago, @SpaceX did not have a cloud computing business. Now by some measures, it is the fourth largest cloud ahead of Oracle — and they did that in 1 month. Let's see what they do in a year.

“A really important variable for SpaceX is how many gigawatts can they bring on over the next few years because they are monetizing these gigawatts of terrestrial compute at a very high rate.

“Then, when are we reusing Starship such that we could put Starlink V3 satellites up into space, enable direct to cell, and then orbital compute soon after?

“There is a path here as a as a public company, with a series of events and milestones that investors can use to track the company's progress.”

[Marc Andreessen 🇺🇸 @pmarca]

They’re so mad.

[Valuetainment @valuetainment]

NEW: SpaceX ($2.69 trillion) now worth more than Canada ($2.5 trillion).

[Stocktwits @Stocktwits]

SpaceX is worth more than Canada 👀

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

Watch OUT Space X!!

Canada is coming for YOU!

[Spencer Pratt @spencerpratt]

Saving LA - Phase III

[SpaceX @SpaceX]

Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → https://t.co/PSCyWrNsOg

[Lee Polydor @LeePolydor]

The Kardashev Scale measures a civilization’s energy mastery — from planetary (Type I) to stellar (Type II) to galactic (Type III).
Humanity is currently at Type 0.73.
It puts our entire journey into perspective: we’re still burning ancient sunlight, yet standing on the edge of fusion, orbital solar, and AI megastructures.

[Lunar Citizens @LunarCitizens]

Just now, a newly released interview with Elon revealed that space-based AI compute could become a reality within 2–3 years.

24/7 solar power. No clouds. No weather.

With Starship, AI satellites could be deployed at massive scale.

The astronomical market potential in the SpaceX IPO prospectus may soon become very real.
A step toward a Kardashev Type II civilization. 🚀🔥

#SpaceX #Starship #AI #SpaceComputing

[Aaron Burnett @aaronburnett]

Great rare interview with Bret (SpaceX CFO).

[Spencer Pratt @spencerpratt]

Me trying to figure out how votes get counted in LA

[Elon Musk @elonmusk]

Well said

[Ron DeSantis @RonDeSantis]

What a joke! They don’t even know how many ballots are outstanding.

[The All-In Podcast @theallinpod]

LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI

Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A

-- The $4T AI IPO Wave
-- 2026's Unicorn Economy
-- The 10X Paradox
-- Unprecedented Liquidity

(0:00) Coatue's Thomas Laffont joins the Besties!

(0:30) Public markets are back as AI is dominates the "Unicorn Economy"

(5:15) The $4T AI IPO explosion

(7:48) The case for SpaceX: Compounding launch monopoly and Starlink

(10:38) The 10x Paradox: Why we're seeing unprecedented scaling

(15:33) Segmenting AI markets and future impact

(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion

Thanks to our partners for making this possible!

EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://t.co/c6sx2BeVNd

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa

[Lee Polydor @LeePolydor]

Launch cadence correlates to valuation.

[Elon Musk @elonmusk]

SpaceX IPO info

[Peter H. Diamandis, MD @PeterDiamandis]

If you think SpaceX is a rocket company with an internet business, you're basically valuing Amazon on book sales in 2005.

[Elon Musk @elonmusk]

Iliad (Troy) trailer made by Grok Imagine 1.5, which was just released

[The All-In Podcast @theallinpod]

LIQUIDITY: Bill Ackman joins the Besties!

-- Investment evolution: activist, long-term holdings

-- Importance of business model quality in the AI era

-- What the market is missing

-- Building the next Berkshire

(0:00) @BillAckman joins the show!

(0:30) Evolving investment philosophy: What's changed over 20 years?

(4:40) AI: Greatest time to build a business, and a major threat to your portfolio

(7:50) Predicting market moves, the "rubber band effect"

(16:00) Owning founder-led companies

(19:30) Building the next Berkshire Hathaway

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://t.co/c6sx2BftCL

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8dbFI4

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT54NI

[Rocket Lab @RocketLab]

Sneak peek of our recent Archimedes engine fit check to Neutron's Stage 1 thrust structure.

[Elon Musk @elonmusk]

Unless you become the media, you will never know the truth

[T1 Energy @T1Energy]

Five layers.
Seventeen minutes.
One structure built to last for decades.

This is Stage 4: Lamination.

Heat, vacuum pressure, and precision engineering transform glass, EVA, and solar cells into a fully sealed solar module ready for the next phase of production.

This is where individual components become energy infrastructure.