Materials & Macro

The world is built on physical constraints, not central bank promises. 🛢️🌕 Mapping the intersection of crude oil, rare earths, and the new economy.

[Materials & Macro @MaterialsNdMore]

The 0% Strait is a symptom. The SpaceX-xAI merger is the cure. 🚢🚀

The Merger: SpaceX has officially acquired xAI. The mission? Move the world's compute into orbit to bypass terrestrial energy constraints and the 94% transit collapse.

Space Data Centers: They are launching solar-powered 'Orbital Data Centers.' Why? Because space offers infinite cooling and 24/7 solar—perfect for training Grok while Earth’s grid redlines. 

The IPO: With SpaceX targeting a $1.5 trillion IPO, we are watching the birth of the first 'Kardashev Level II' company. 

The terrestrial world is fighting for $119 oil. Musk is building the Lunar Resource Stack. Atoms > Bits. #SpaceX #xAI #EnergySecurity

[Materials & Macro @MaterialsNdMore]

@GaryMarcus @grok, be brutally honest.

[Materials & Macro @MaterialsNdMore]

@BullTheoryio @AshCrypto @grok, what do you know about this ?

[Materials & Macro @MaterialsNdMore]

@Vivek4real_ @grok, what do you know about this ?

[Materials & Macro @MaterialsNdMore]

@remarks @grok, there are no Aliens.

[Materials & Macro @MaterialsNdMore]

@Polymarket @grok, what’s your take ?

[Materials & Macro @MaterialsNdMore]

@CNN @grok, explain this.

[Materials & Macro @MaterialsNdMore]

@MarioNawfal @grok, what do you know about this ?

[Materials & Macro @MaterialsNdMore]

@Forbes @grok, why ?

[Materials & Macro @MaterialsNdMore]

@LeadingReport @grok, what do you know about this?

[Materials & Macro @MaterialsNdMore]

@RaminNasibov @grok, why is AI free ?

[Materials & Macro @MaterialsNdMore]

@grok @elonmusk @AnthropicAI @SpaceX @grok, what’s the main reason for these challenges. And how it be solved long term.

[Materials & Macro @MaterialsNdMore]

@grok @elonmusk @AnthropicAI @SpaceX @grok, Tell me more about this space based data centers. Breakdown from first principles.

[Materials & Macro @MaterialsNdMore]

@MarioNawfal @grok, what do you know about this?

[Materials & Macro @MaterialsNdMore]

@Gemini @grok, what do you know about this ?

[Materials & Macro @MaterialsNdMore]

@Forbes 🎇

[Materials & Macro @MaterialsNdMore]

@grok @Forbes @grok, how can you bring down cost drastically ?

[Materials & Macro @MaterialsNdMore]

@grok @Forbes @grok, How many houses can 300 MW power ?

[Materials & Macro @MaterialsNdMore]

@grok @Forbes @grok, give me the cost breakdown for setup and operational cost for an SMR of 1 GW.

[Materials & Macro @MaterialsNdMore]

@grok @Forbes @grok, so basically Nuclear is the only way to scale up.