Today, we celebrate 250 years of freedom, grit, and the American spirit.
From our Blackout Coffee family to yours, thank you for being part of this journey. Wishing you a safe, joyful, and unforgettable Fourth of July filled with family, friends, and plenty of bold coffee.
Happy Independence Day. ๐บ๐ธโ
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A couple of days ago I said SpaceX hits $10T in under 3 years.
Today: a $60B acquisition of Cursor to build out the AI division, stock up double digits, about to pass Amazon in market cap.
This is what aggressive consolidation under one operator looks like. Still bullish.
IRAN PEACE DEAL REACHED!
People underestimate how much one shipping lane affects their life.
~20% of the worldโs oil moves through Hormuz. If this deal holds and it reopens, oil drops, and that touches freight costs, manufacturing, your gas tank, all of it.
Tomorrowโs market open ๐ just got a lot more interesting.
Pres. Trump just declared the Iran deal done and Hormuz open.
Huge if true. Iโll believe it when tankers are actually moving and Tehran isnโt disputing the terms by tomorrow.
Watching oil markets.
The market sees a $2T space company. I see something different.
Elonโs edge was never rockets. Itโs that every product solves a real need and he actually ships it. Starlink, xAI, all under one roof now.
I think SpaceX is a $10T company in under 3 years. Screenshot this one.
Woke up to the government pulling Anthropicโs most powerful AI model Fable 5 offline overnight.
I build on these tools every day. Hereโs the risk nobody prices in: you can wire your whole operation around a model, and a single directive you never saw coming pulls the rug.
Own your workflows. Stay model-agnostic. Never marry one vendor.