Todd Vollhaber

[Todd Vollhaber @mntoddv12]

The greatest ever.

[Today in History @TodayinHistory]

Today in 1973, the greatest horse race in history was run.

Secretariat won the Belmont Stakes by 31 lengths to become the Triple Crown winner and set a world record time that has never been beaten!

🎥: CBS Broadcast

[Todd Vollhaber @mntoddv12]

@iamjesserichard @JacksonSaifu Love this. When can I buy one!!

[Todd Vollhaber @mntoddv12]

@NUCLRGOLF Easy. Don’t even need to answer.

[Todd Vollhaber @mntoddv12]

@flushingitgolf I’m a big Brooks fan since he returned to the PGA.

[Todd Vollhaber @mntoddv12]

@NUCLRGOLF LIV is irrelevant. Would love to see JR rejoin the PGA.

[Todd Vollhaber @mntoddv12]

@compliantvc If the shoe fits…..

[Todd Vollhaber @mntoddv12]

Thank you for the memories Francis. I was a kid growing up in the Twin Cities and you were bigger than life to me. Three super bowl losses but I wouldn’t trade those years for anything.

[Francis Tarkenton @Fran_Tarkenton]

Some thoughts today as I celebrate 86 years of life...

[Todd Vollhaber @mntoddv12]

@gnoble79 Ponzi scheme? Gimme a break. If you think there’s zero operational overlap here, you’re missing it. This is the ultimate in vertical integration for data centers in space. Keep betting against Elon and I’ll keep doing the opposite.

[Todd Vollhaber @mntoddv12]

As I understand, SpaceX generates cash while xAI consumes cash. So short term might be a negative for SpaceX investors. Long term, the future is bright for both companies. 🚀

[Teslaconomics @Teslaconomics]

SpaceX has officially acquired xAI and this is a HUGE deal, probably bigger than most people realize.

SpaceX + xAI together are about to build a single, vertically integrated engine that connects AI, rockets, space based internet, and real time information all into one unified system.

At the core of this announcement is the fact that AI can’t scale forever on Earth.

Think about it.

Data centers are already running into hard limits with power, cooling, land, and environmental cost. On top of this, global AI electricity demand is exploding, and doing all of this on the ground just doesn’t scale long term.

Therefore Space changes this.

In orbit, you can get things like near-constant solar power, you don’t have cooling problems, there’s minimal land/environmental impact, and you can build systems that can run continuously with minimal maintenance.

This is why space-based AI is actually very practical and there’s only one company that can do it, which is SpaceX!

The scale that SpaceX is aiming for is pretty wild. Elon is talking about
1/ 1 million satellites acting as orbital data centers, and
2/ Launching ~1 million tons of satellites per year

Which means
3/ At 100 kW per ton, that’s 100 gigawatts of AI compute every year
4/ And that can scale to 1 terawatt per year.

FYI, adding 100 GW of new compute capacity annually in space would be like building out roughly 20-25% of the USA’s total average electricity demand every single year. And scaling to 1 TW/year would exceed the nation’s entire power usage, ALL without burdening Earth’s grids!

Bro… this is next level…

I repeat, as of today, SpaceX is the ONLY company positioned to do this, especially with Starship - the largest flying vehicle ever. In the future, Elon’s saying the team is going to have Starship launch 200 tons at a time, on an HOURLY basis… WTF?! That’s is absolutely mind boggling.

In my opinion, whichever company builds the lowest cost AI compute is going to be the first company that defines the next era of AI, which will all be in space… and my $ is that SpaceX is going to be the first one to do it.

Then, when you zoom out even further, this will unlock things most people aren’t even thinking about yet today bc it’s too sci-fi. Like,
• Powering lunar bases
• In-space propellant transfer
• Manufacturing in orbit and on the Moon
• Deep-space AI infrastructure using massive solar collectors
• Self-growing civilizations on the Moon, Mars, and beyond

By tapping into space’s unlimited solar energy, this is how we get to a Kardashev-level civilization!

So for SpaceX, the faster Starship progresses, there will be massive new revenue streams and will lead in building out space-based AI infrastructures.

For xAI, AI scales without ruining Earth, deeply integrated with everything SpaceX is building, further understanding the universe.

For us humans, AI will grow without destroying the planet, and there’s a real path to becoming multi-planetary.

I believe SpaceX acquiring xAI is officially the blueprint for where AI, energy, and humanity are headed.

Congratulations to everyone, this is such an exciting time to be alive!

[Todd Vollhaber @mntoddv12]

Thanks largely to Elon Musk, a Kardashev Type II Civilization is becoming possible and not just a sci-fi dream.

[DogeDesigner @cb_doge]

Elon Musk’s Plan to reach a Kardashev Type II Civilization

1. Move AI off Earth and into space

AI needs massive power and cooling. Earth cannot scale this without damaging the environment and society. Space has constant sunlight, natural cooling, and unlimited room. Long term, AI can only scale in space.

2. Use Starship to build orbital AI data centers

Using Starship, millions of tons of hardware can be launched every year. SpaceX will deploy huge constellations of satellites that act as solar powered data centers in orbit, generating enormous AI compute with very low operating costs.

3. Make space the cheapest place to run AI

Each year, orbital data centers add hundreds of gigawatts of AI compute. Within a few years, training AI in space becomes cheaper than on Earth, unlocking rapid advances in science, engineering, and technology.

4. Expand manufacturing to the Moon

Starship enables permanent Moon bases. Factories on the Moon use local resources to build satellites and launch them into deep space far more efficiently than from Earth.

5. Harness the Sun at civilization scale

By placing massive AI satellite systems throughout space, humanity begins capturing a meaningful fraction of the Sun’s energy. This marks the transition toward a Kardashev Type II civilization and funds expansion to Mars and beyond.

[Todd Vollhaber @mntoddv12]

@ThomasSowell Production cost at around $25,000 and the “price will be a function of demand” so I’m guessing the price tag will be around $50,000. Count me in.

[Todd Vollhaber @mntoddv12]

Go Starship!

[Elon Musk @elonmusk]

Not AI

[Todd Vollhaber @mntoddv12]

💯

[Dan Rapaport @Daniel_Rapaport]

Here's the thing about P-Reed. You might like him. You might not. But I'd bet you have strong feelings about him. That's a good thing for the PGA Tour. The tour needs more characters, not less. When you see his name on the leaderboard, you feel something.

[Todd Vollhaber @mntoddv12]

@niccruzpatane FSD for sure. Humans rarely give a full stop for a stop sign but FSD does every time. Something I had to get used in my Model S.

[Todd Vollhaber @mntoddv12]

@LIVGolfNation It’s over for LIV. I’m Looking forward to having all the best compete on the PGA Tour once again.

[Todd Vollhaber @mntoddv12]

I agree with this.

[Joseph LaMagna @JosephLaMagna]

Patrick Reed still has the best answer I’ve heard to date on an equipment rollback

[Todd Vollhaber @mntoddv12]

I’m happy the PGA Tour is getting Brooks and now Patrick Reed back. Never was a fan of LIV.

[NUCLR GOLF @NUCLRGOLF]

🚨🏌️🗣️ #NEW — Brandel Chamblee on Patrick Reed leaving LIV Golf: “It’s a bad day for LIV and a great day for the PGA Tour.”

Do you agree with Chamblee?

[Todd Vollhaber @mntoddv12]

I agree with Cramer.

[Sawyer Merritt @SawyerMerritt]

Jim Cramer today on @Tesla:

"Repeat after me, Tesla’s a robot company. Tesla’s an autonomous driving play. It’s not just a car company. And this might be the quarter that defines that new narrative. The stock goes higher, if so, here’s what’s going to happen. The stock is just going to, from the moment you see the results, the stock’s going to go sky high. I’m not kidding. That’s going to be the one that does the best if they define it as a non-car company."

[Todd Vollhaber @mntoddv12]

I love watching Scottie swing the driver. His footwork is quite entertaining.

[NUCLR GOLF @NUCLRGOLF]

Scottie Scheffler’s swing is ______. 🏌️