Naoise Irwin 🇮🇪🇺🇲

[SpaceX @SpaceX]

Starship is preparing for catch

Flight 15 is targeting to launch as early as Friday, November 13, pending regulatory approval → https://t.co/K5XRci6bnw

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@shaunmmaguire @PhilipJohnston I believe Starcloud's vision provided a lot of the inspiration for SpaceX's AI satellites initiative

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@shaunmmaguire Apparently he hasn’t been following the Starship program

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@shaunmmaguire Great analysis. Seems plausible with the kind of execution seen from SpaceX to date.

Btw take a look at 2028 SI compute - it doesn’t sum correctly on the page.

Also, what split of capacity are you assuming for compute between internal and external usage?

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@ericzakariasson @bot @poteto And a native strava connector, like this:
https://t.co/HiZaAkTdHT

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

I built a @bot connector for @Strava. With this, you can connect your Grok Bot with your Strava account. Check it out here:
https://t.co/qlaNKAimJ8

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@ericzakariasson @bot @poteto Also, a Tesla connector, something like this:
https://t.co/2XxCUzMbVC

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

Connect GrokBot with your Tesla!

Simple install steps below:
https://t.co/st97TJZt4O

[Mat Balez @matbalez]

it's a bit hard to know what to build next or even why to build at all right now. but we musn't stop.

what to build?
the answer i think involves: big ambition, science, data, robots, value networks & storytelling

and why?
as ever, to build the world you want to see

read on:

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

Connect GrokBot with your Tesla!

Simple install steps below:
https://t.co/st97TJZt4O

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@wintonARK A discount is obviously a non-starter lol...

A ~50:50 MOE with 3:1 SPCX/TSLA exchange ratio seems like the way to go. That roughly aligns with a 30% premium on current TSLA price.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

I built a @bot connector for @Strava. With this, you can connect your Grok Bot with your Strava account. Check it out here:
https://t.co/qlaNKAimJ8

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@PaulSong2 Both are have super bullish outlooks imo- SpaceX with starship and AI compute, and Tesla with Robotaxi and Optimus. Maybe SpaceX is going to more scale more rapidly in the immediate term with AI compute, given how hot that space is.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@BruceHardy57 @OracleNYSE You’ll still own SPCX, and all the upside that entails. I don’t see the issue. Huge premiums are never offered in merger of equal type deals.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

The dollar value of the offer isn’t that relevant, since it’s going to be all stock. The exchange ratio is what’s important. I believe it should be close to a merger of equals. TSLA shareholders will retain upside in the combined company. Since there is a very compelling equity story for the acquiring entity, TSLA shareholders will likely support the merger assuming a reasonable exchange ratio and relative valuation.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@unusual_whales Can't be true. 0.7 * ~$142 (current SPCX price) =$99.40... so this would value TSLA at a fraction of its current market value. Zero chance.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@garyblack00 Putting aside debates around the future value of Robotaxi, Optimus and the EV business etc., what about the scenario where SPCX acquires TSLA?

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@GavinSBaker Presumably AI spend will rise rapidly in the medium to long term though. The money will be spent on open weight model tokens vs frontier lab model tokens, so infrastructure providers will benefit- ie “hyperscalers” such as SpaceX, Google, Microsoft, Meta, etc

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@EthanDriskill The “Cyber Shuttle”? Yes please.

[Naoise Irwin 🇮🇪🇺🇲 @naoise]

@xjet “I think there is a world market for about five computers.” - Thomas J. Watson, IBM, 1953