Orcus Varuna

One persons conspiracy theory is another persons objective truth 🛸👽

[Orcus Varuna @OrcusVaruna]

🕶️🚀🛸🇺🇸

[Just Another Pod Guy @TMTLongShort]

@PythiaR Future is so bright 🚀

[Orcus Varuna @OrcusVaruna]

The comment section on this post lowered my IQ by at least 2SD’s……………..

[ApoStructura @ApoStructura]

SpaceX has launched in 7 years almost as many satellites as every government and private company in the world did since the 50s

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[Orcus Varuna @OrcusVaruna]

I read these posts as, “I’ve been using copilot on my work laptop, it’s cool but kind of sucks and makes things up. AI is pretty useless. It’s a bubble.”

The second you download Claude, Build, Codex, etc. and you start messing around with a few simple projects you quickly realize it’s not a bubble.

[Orcus Varuna @OrcusVaruna]

@jarodjmnz Xai is very unique they’re not renting a 1000 here or 10 there. They are at a scale no one else can offer with a pipeline to Jensen no one else has.

[Orcus Varuna @OrcusVaruna]

@LevattW Yup we will know very quickly if this is the case. The scale of the dilution in a $4.5tn company with $165bn in + cash flow is so bizarre, especially for a group that’s notoriously conservative.

[Orcus Varuna @OrcusVaruna]

My YOLO read of Larry & Sergei liquidating whole percentage points of treasure for energy and compute is RSI is much closer than you think and they can taste a cure for aging/disease.

Expect others to follow suit within weeks, expect things to get very weird, expect your life to look very different this time next year.

This is the most exciting moment to be alive in human history. Enjoy it 🫡

[Aadit Sheth @aaditsh]

Wait. Google is paying SpaceX $920 million per month for GPUs?

Google. The company that builds its own TPUs. That runs one of the largest cloud infrastructures on earth. Is renting 110,000 Nvidia GPUs from a rocket company.

I'm honestly not sure what to make of this. Either Google's AI compute needs have gotten so massive that even they can't build fast enough. Or SpaceX has built something in AI infrastructure that nobody was paying attention to. Or both.

$920M a month. $30B over the contract.

Whatever is happening behind the scenes at these companies is moving way faster than what we see publicly.

[Orcus Varuna @OrcusVaruna]

@Onanaroghene I think we will know very quickly, especially if a large chunk of the Cursor engineering team was moved to the Grok team as rumored.

[Orcus Varuna @OrcusVaruna]

Why are there so many people saying this is a failure for Elon? GrokBuild is amazing and will gain traction quickly given its low relative price, he’s setting up to be a 20% of compute infra play, and his consumer model is good and integrated into a huge social network. I’m struggling to see the failure here…

[signüll @signulll]

you're telling me anthropic & google are paying spacex ~$26b a year for compute?!!

this is more than half the run rate of openai & anthropic just from compute deals & that doesn't even factor in the rocket launches at all.

elon accidentally ended up owning a significant portion of three of the scarcest assets in ai.. power, chips, & physical deployment capability. the best lesson here is that if you’re selling picks & shovels during a gold rush, you don’t necessarily need to find the gold. you just need everyone else to keep digging. & also non software elon is pretty much unstoppable, like prime michael jordan type thing.

[Orcus Varuna @OrcusVaruna]

@Onanaroghene Is Grok/Build/Cursor really that far behind especially post Cursor deal?

[Derek. 🇺🇸 @SuitablePolitic]

Musk in business has reached the Trump in politics level.

His biggest successes can only be, in fact, accidents and failures. 😂

[Orcus Varuna @OrcusVaruna]

@SuitablePolitic Buying billions worth of GPU’s is most certainly an accident. Probably as big of an accident as buying $20bn worth of spectrum 😘

[Orcus Varuna @OrcusVaruna]

MAKE IT MAKE SENSE @SuitablePolitic!!!!!!!!!

[Just Another Pod Guy @TMTLongShort]

Fuck. He’s gonna be president

[Orcus Varuna @OrcusVaruna]

Let’s double down for fun.

Data shows zero examples of Musk taking outsized cash compensation that sits in his pocket or gets spent non-productively. His model is bet-the-company equity alignment plus reinvestment. That is why the insider exit skepticism on SpaceX feels off-base. It is the opposite of how he, and the whales standing to befit most, have operated for 20 plus years.

That is why the SpaceX S-1 noise, burn rate hysteria, and post IPO volatility mean nothing. Monopoly moats in space enterprise AI scale and sub 5ms global telco dominance are coming.

Buy it. Throw away the key. Forget you did anything for 5+ years. Don’t care if price doubles day 1, don’t care if it drops 75% post IPO. I DON’T CARE, and neither should you...

***Financial advice this is not; I’m a broke idiot like the rest of you***

[Orcus Varuna @OrcusVaruna]

I love posts like this, SpaceX’s 2026 Capex guide is monstrous, they are clearly looking to velocity the $75bn raise into $2-300bn in capex buildout next yr alone. Seems like a company trying to compete with hyperscalers, and give early whale/institutional investors liquidity to supercharge velocity next year…

[Orcus Varuna @OrcusVaruna]

My baseline is people are intelligence challenged.

Think what you want of Elon; SpaceX has the potential to capture significant chunks up to 99.99% of some of the largest moats in human history.

Monopoly over space, will be competitive in enterprise scale AI (even 10% capture will be worth $100bn per year by 2030, minimum), AND it’s virtually guaranteed they will dominate the $tn telco market when latency hits sub 5ms (with v3 and beyond + treasure deployment for spectrum).

Don’t really care what their S filing, 12 month rolling burn rate, P/E ratio, etc. is. Buy it, throw away the key, forget you did anything for 5+ years…

Don’t care if price doubles day 1, don’t care if it drops 75% post IPO, DON’T CARE. Buy it anyway you fools...

[Orcus Varuna @OrcusVaruna]

My baseline is people are intelligence challenged.

Think what you want of Elon; SpaceX has the potential to capture significant chunks up to 99.99% of some of the largest moats in human history.

Monopoly over space, will be competitive in enterprise scale AI (even 10% capture will be worth $100bn per year by 2030, minimum), AND it’s virtually guaranteed they will dominate the $tn telco market when latency hits sub 5ms (with v3 and beyond + treasure deployment for spectrum).

Don’t really care what their S filing, 12 month rolling burn rate, P/E ratio, etc. is. Buy it, throw away the key, forget you did anything for 5+ years…

Don’t care if price doubles day 1, don’t care if it drops 75% post IPO, DON’T CARE. Buy it anyway you fools...

[Orcus Varuna @OrcusVaruna]

I love posts like this, SpaceX’s 2026 Capex guide is monstrous, they are clearly looking to velocity the $75bn raise into $2-300bn in capex buildout next yr alone. Seems like a company trying to compete with hyperscalers, and give early whale/institutional investors liquidity to supercharge velocity next year…

[Qasem Al-Ali @AlaliQasem]

SpaceX IPO is loading.

But this isn’t a listing.

This is the most carefully engineered insider exit Wall Street has ever signed off on.

Thread 🧵