Nityananda Mukherjee

Engineer who loves science, astronomy, paleontology, archeology, economics and finance

[Katherine Boyle @KTmBoyle]

“It is certainly hard to believe that a little company that started in a warehouse in El Segundo is now going public with the largest IPO ever.”

Only in America. Congratulations to @elonmusk @SpaceX. This is the American Dream 🇺🇸💪🚀

[Nityananda Mukherjee @nikondxfx]

the feeling @elonmusk

[Shay Boloor @StockSavvyShay]

Elon Musk rang the Nasdaq opening bell today as SpaceX officially began trading under $SPCX.

[Jaynit @jaynitx]

3 days ago, Elon Musk sat in front of JP Morgan’s 3,500 wealthiest investors and explained why the AI economy is moving to space:

1. Starship is the first rocket in history designed to be fully reusable. Every other mode of transport... planes, cars, ships... you take reusability for granted. Rockets have always been thrown away after one use. That ends with Starship. Once you achieve full reusability, the only cost is fuel. Starship runs on liquid oxygen and methane. Both are cheaper than jet fuel.

2. Sending cargo to orbit will soon cost less than international air freight. This is not a distant projection. It is the direct mathematical outcome of reusable rockets plus cheap propellant. The economics of space change entirely.

3. Starlink V3 is 10 to 20 times more capable than what's currently in orbit. The satellite is so large it can only launch on Starship. It cannot fit on any other rocket on Earth. 100 times more bandwidth. Half the latency. It may become the highest bandwidth, lowest latency communication system that exists.

4. AI and robots will consume bandwidth at a scale humans cannot picture. Peak human bandwidth is a few hundred bits per second. A computer runs at a trillion. The appetite of AI for data infrastructure will be unlike anything built for human use. Starlink V3 is being built for that world... not this one.

5. Data centers are moving to space. Not as an experiment. As the primary way to scale AI compute going forward. It is increasingly hard to build power plants on the ground. Nobody wants one near their home. Space removes that constraint entirely.

6. From the moon, you can scale to 1,000 terawatts of compute per year. From Earth... maybe 1. The moon has no atmosphere and one-sixth Earth's gravity. You can manufacture solar panels from moon materials and launch data centers with a railgun. No rockets needed. The math on this is not close.

7. Current human civilization uses less than one trillionth of the sun's energy output. You could scale to a million times Earth's entire economy and still be using less than one millionth of what the sun produces. The ceiling on what's possible is so far above us it barely registers as a ceiling.

8. There is not a single high-volume computer memory fab in America right now. Zero. The chips needed to build the AI future do not exist in sufficient quantity anywhere in the Western world. That is why SpaceX is building one. Not to compete. Because there is no other option.

9. SpaceX has been cash flow positive since around 2014. The IPO is not a distress move. Past funding rounds were not even fundraising... they were liquidity events for employees. The company bought back its own stock. The IPO is happening now because the next phase requires capital private markets cannot absorb.

10. The senior team has barely changed in over a decade. The CFO has been there 15 years. Musk joined as the seventh employee in 2002. He says people who believe in the mission don't leave. And above technical skill, he now looks for one thing... whether someone is genuinely a good person.

[Nityananda Mukherjee @nikondxfx]

@Venu_7_ My favorite book /chapter ; thanks for sharing

[Nityananda Mukherjee @nikondxfx]

@TheProfInvestor Any healthcare play in case correction happens, say after mid June, any thoughts on $LLY

[Nityananda Mukherjee @nikondxfx]

@TheProfInvestor Thanks for timely guidance, as always

[Nityananda Mukherjee @nikondxfx]

@TheProfInvestor Absolutely, the sectoral rotation so important

[Nityananda Mukherjee @nikondxfx]

@TheProfInvestor Most important is the prof part though

[Nityananda Mukherjee @nikondxfx]

@TheProfInvestor 😁😁

[Nityananda Mukherjee @nikondxfx]

#thermax 2023 vs 2026 @stockscansin

[Nityananda Mukherjee @nikondxfx]

#blackwingedstilt and #pondheron at #sultanpurnationalpark during breakfast time #birdphotography

[Shay Boloor @StockSavvyShay]

$ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.

These 5 names own some of the deepest proprietary data moats for that transition:

1. $PLTR sits inside some of most sensitive enterprise & government datasets in the world operationalizing AI across classified defense data, regulated healthcare data & Fortune 500 workflows that public models will never train on.

2. $META owns the world’s largest proprietary social graph with 3.5B+ daily active users generating text, image, video & voice data at a scale no competitor can replicate.

3. $GOOGL owns one of deepest consumer data stacks in world with 8.5B+ daily Search queries, 2.7B+ YouTube monthly users, 2B+ Maps users, 1.8B+ Gmail users & 3B+ Android devices feeding Gemini with proprietary data competitors cannot replicate.

4. $RDDT owns one of largest archives of human conversation, opinion & consumer behavior online with 20+ years of proprietary discussion data now being licensed to frontier labs like OpenAI with data licensing revenue could reach $400M+ annually by 2027.

5. $TEM owns one of largest clinical-grade oncology datasets in the world with 45M+ de-identified patient records across genomics, imaging & clinical data that healthcare AI structurally needs.

[Lin @Speculator_io]

The real frenzy starts once the most hyped companies go public.

Space: SpaceXai
Defense: Anduril
Al: OpenAl, Anthropic
Robotics: Figure Al, Apptronik
Fintech: Stripe, Revolut
Crypto: Kraken, Ripple,
Prediction Markets: Polymarket, Kalshi
Chips: Groq, Cerebras
Cloud: Databricks

We haven't seen anything yet...

[Nityananda Mukherjee @nikondxfx]

Darbar Hall, inside Mysuru Palace
#karnataka #mysurupalace #incredibleindia @incredibleindia @KarnatakaWorld

[Nityananda Mukherjee @nikondxfx]

#DarbarHall #MysuruPalace #karnataka

[Nityananda Mukherjee @nikondxfx]

Where is my Head #wildlife

[Daniel @danielisdizzy]

Kevin Warsh and Trump just made it clear why rates are going lower:

“AI is going to make almost everything cost less.
We’re at the front end of a productivity boom.
Economic growth won’t be inflationary — we’re in the early innings of a structural decline in prices.”

Elon Musk, Sam Altman, Jeff Bezos, and Stanley Druckenmiller all expect AI to be strongly deflationary.

The next few years are going to be insane.

[Nityananda Mukherjee @nikondxfx]

Just another macro shot of a flower on a tripod

#macrophotography #nature #photography #flower #nikon @Manfrotto_in @NikonIndia

[Nityananda Mukherjee @nikondxfx]

#photography #tamilnadu #nikon #incredibleindia