FQ.

#bitcoin

[Jaynit @jaynitx]

Elon Musk literally broke down his 5-step process for applying first-principles thinking to build anything:

[Milk Road Macro @MilkRoadMacro]

SpaceX is building a chip fab and the strategic logic goes deeper than most people think.

The CFO: "Our concern is really more than anything else that the supply chain won't be there for us to ramp to many, many gigawatts" with 100 gigawatts per year as the target.

The whole AI chip supply chain ultimately runs through TSMC.

TerraFab with Intel is about assured silicon supply. And having SpaceX and Tesla as captive customers removes the demand risk entirely.

@GavinSBaker @elonmusk

[Bull Theory @BullTheoryio]

BREAKING: Anthropic just released the most powerful AI model ever made available to the public.

Claude Fable 5 is a neutered version of Mythos, the model Anthropic spent months saying was too dangerous to release.

The same underlying model, The same capabilities. Just with guardrails blocking the most dangerous use cases like cybersecurity exploits, bioweapon construction, and chemical synthesis.

Those queries automatically fall back to Opus 4.8. Everything else is unleashed.

The benchmarks show how far ahead this model is:

On real world software engineering tasks, Fable 5 scores 80.3%, GPT 5.5 scores 58.6% and Gemini 3.1 Pro scores 54.2%.

On computer use, it scores 85% against GPT's 78.7%.

On terminal coding it scores 88% against GPT's 83.4% and Gemini's 70.7%.

On Humanity's Last Exam, widely considered the hardest AI benchmark in existence, it scores 64.5%, GPT 5.5 scores 52.2% and Gemini scores 51.4%.

On cybersecurity specifically, Fable 5 scores 78%, but this is actually the capped public version with guardrails.

The unrestricted Mythos 5, available only to Glasswing partners, scores 69% on the same benchmark without guardrails on a harder version of the test.

[Elon Musk @elonmusk]

Tesla AI chip design engineering reviews are so great! Team is awesome.

Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.

[Evan Luthra @EvanLuthra]

🚨NVIDIA'S BIGGEST CUSTOMER IS QUIETLY BUILDING THE WEAPON TO STOP NEEDING THEM.. TESLA JUST TAPED OUT A CHIP IT WILL NEVER SELL TO ANYONE.. IN A FAB BIGGER THAN THE ENTIRE US CHIPS ACT..

Today Elon posted that Tesla's AI6 chip "might set a record for most amount of usable intelligence from a wafer when factoring in yield"..

That sounds like hype.. Until you look at what Tesla just built underneath it..

Start with the chip itself..

Tesla's previous chip, AI5, taped out in April.. 45 days ahead of schedule.. A single one has roughly 5 times the useful compute of a dual-chip AI4..

In Tesla's own framing, one AI5 is about NVIDIA H100 class.. A dual setup is Blackwell class.. Except in Elon's words it "costs peanuts and uses much less power"..

An H100 burns around 700 watts.. Blackwell can hit 1,200 plus.. Tesla's chip targets the 200 to 300 watt range for the same workloads..

Now AI6 doubles that again..

True 2x performance over AI5.. In the exact same die size.. Built on Samsung's 2nm fab in Texas.. With a version after it on TSMC 2nm in Arizona..

The clever part is the memory.. Tesla dedicated roughly half the chip's AI accelerators to on-chip SRAM.. Which gives it about 10 times the effective memory bandwidth of standard DRAM for cached work.. Memory bandwidth is the real bottleneck in AI.. And they just blew it wide open..

But the chip isn't the actual story..

The real bomb is how Tesla is making them..

Tesla, SpaceX, and xAI are building something called Terafab.. A chip manufacturing complex so large that its first phase alone is bigger than the entire US CHIPS Act.. The $53 billion government program meant to rebuild American chip making..

One company's single phase.. Larger than the whole national effort..

The goal is thousands of acres.. Over 10 gigawatts of power.. And what they describe as terawatts of compute..

Here's the line that should terrify NVIDIA..

The AI5 chip will never be sold to anyone outside Tesla.. Not one unit..

As one analyst put it.. This is the part of vertical integration that NVIDIA can't price into its forward guidance..

Think about what that means.. Tesla still buys billions in NVIDIA chips for training.. But the massive scale.. The inference running in every car, every Optimus robot, every future device.. That's now 100% Tesla silicon..

No NVIDIA tax.. No vendor lock-in.. No markup..

And AI6 folds in training capability too.. Meaning one chip architecture for both training and inference.. All of Tesla's silicon talent focused on making a single chip instead of splitting across many..

The industry has spent years assuming NVIDIA's moat is permanent.. That nobody can match the performance or the ecosystem..

Tesla isn't trying to beat NVIDIA at its own game..

It's building a chip only it can use.. In a fab bigger than the US government's.. Powered like a small country..

The most dangerous competitor isn't the one selling a better product..

It's the one that stops buying yours.

[bodila @51bodila]

Ron Baron asked Elon Musk how Tesla invests $7 billion in a single factory and makes $15 billion a year in profit from it

Musk: "no one was expecting Tesla to be the best at manufacturing in the auto industry - probably in the history of the world "

Baron: "who does that? "

to reach it, Elon slept on a factory floor for 3 years

Ron bet $400M when everyone said Tesla would fail - never sold a single share - made $7B

25-min between a near-trillionaire and the investor who believed in him

bookmark & watch today ↓

[Justin Banks @RealJGBanks]

AI SUPER CYCLE STACK

Most want to know where to START.

This is a good start to keep WATCH for the NEXT pullback opportunity .

MEMORY
$MU
$SNDK
$AMAT
$AEHR

COMPUTE
$NVDA
$AMD
$ARM
$INTC
$NBIS

NETWORKING
$ANET
$AVGO
$MRVL
$CRDO

OPTICS
$AAOI
$NVTS
$ALAB
$GLW
$TTMI

INFRASTRUCTURE
$DELL
$IREN
$CORZ
$CIFR

SOFTWARE
$MSFT
$NOW
$CRM
$SNOW
$MDB

DEFENSE
$PLTR
$AVAV
$KTOS
$ONDS
$RCAT
$DPRO
$UMAC
$SWMR

ROBOTICS
$OUST
$TSLA
$SYM

POWER
$BE
$TE

SPACE
$ASTS
$RKLB
$RDW
$LUNR
$PL

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[Sergey @SergeyCYW]

SpaceX could become larger than the public space market combined

$SPCX SpaceX’s planned IPO valuation is reportedly targeting around $1.75T, based on an estimated IPO price of $135 per share.

To put that into perspective, most public pure-play space companies — including $RKLB Rocket Lab, $PL Planet, $BKSY BlackSky, $ASTS AST SpaceMobile, and $RDW Redwire — trade at market caps in the low-single-digit billions or below.

Even larger satellite and communication names such as $IRDM Iridium, $VSAT Viasat, and $GSAT Globalstar generally sit from the mid-single-digit billions to low tens of billions.

The comparison becomes even more striking against aerospace and defense primes. $LMT Lockheed Martin, $RTX RTX, $NOC Northrop Grumman, $AIR Airbus, $BA Boeing, and $GE GE Aerospace trade around the $100B–$200B range.

At $1.75T, SpaceX would be several times larger than any major aerospace-defense company and above the approximate $1.6T combined market cap of major public space-related names.

[才谷 | 哪吒商业评论 @realCaigu]

全球顶流 MrBeast 分享了如何做出观众想看的视频，作为一个创作者如果你今天只看一条视频，那一定是这条。

他说，如果你现在还没到 1000 粉，大概率不是算法不行，而是你的视频确实还不够好。越早接受这一点，越早开始进步。

他的建议很简单：先做 100 条视频，每一条只改进一个东西。

第二条改脚本，第三条学一个剪辑技巧，第四条练语气，第五条研究封面，第六条改标题。脚本、节奏、画面、灯光、剪辑、笑点、前 5 秒，全都能优化。

他最反对的就是“准备太久”。很多人花 3 个月规划第一条视频，但你的前 10 条基本不会有播放，前 100 条大概率都会很烂。

所以别把问题推给算法。MrBeast 说，把“算法”这个词换成“观众”，很多事就清楚了。不是算法不喜欢你的视频，是观众不想点、不想看、不想继续看。

标题要短、简单、足够让人忍不住点。封面要一眼看懂，还要勾住好奇心。现在 YouTube 自动播放越来越快，前 5 秒已经不只是留人，而是同时决定别人要不要点进来。

真正重要的不是更新频率，而是质量。做 1 条 500 万播放的视频，比做 100 条 5 万播放的视频容易得多。

最后他说得最狠的一句是：钱不是门槛，知识才是门槛。你只要每天问自己一个问题：

我的视频还能怎么变得更好？

[Milk Road AI @MilkRoadAI]

The economics of orbital compute versus terrestrial data centers are moving in opposite directions (Save this).

This isSpaceX's CFO, and he is walking through exactly why the satellite data center is not science fiction and his case rests on four structural advantages that compound on each other.

The first is power.

Solar cells in space get roughly five times more energy per cell than on Earth, because they skip the atmosphere entirely and face the sun 24 hours a day in a sun synchronous orbit.

They can also be manufactured without the protective glass casing that adds cost and weight on the ground, because there is no rain or environmental wear to protect against in vacuum.

The second is cooling.

On Earth, liquid cooling systems, chillers, and water infrastructure consume between 30 and 40% of a data center's total power draw just to keep GPUs from throttling.

In orbit, you extend a large metal radiator panel behind the satellite into permanent shade, and the chips dump waste heat directly into the void with no water, no plumbing, and no moving parts.

The third is cost structure, and this is where the argument becomes genuinely striking.

On Earth, every input is getting more expensive at the same time, power bills are rising, land lease costs are climbing, and regulatory pushback from communities that do not want data centers in their backyards is creating delays that did not exist five years ago.

In orbit, the cost equation collapses down to two things, the satellite and the launch and the dominant cost inside the satellite is silicon, which gets cheaper with every process node generation.

The fourth advantage is regulatory, and it is the one most people miss entirely.

Orbital compute sidesteps every community objection simultaneously, no local water consumption, no land use, no strain on the municipal power grid, and no heat or noise for nearby residents.

The CFO notes that concerns about data centers in people's backyards are already a meaningful and growing trend, and that sending clean solar powered compute into orbit removes that friction entirely.

Two cost curves are moving in opposite directions, and eventually they cross.

[hurricane @hrrcnes]

MİLYAR DOLARLIK ROBOTİK ŞİRKETLERİNİN 50 YILLIK MOTOR TAKINTISI AZ ÖNCE ÇÖPE ATILDI.

Mit araştırmacıları insan kasını birebir kopyalamış. Ama o bildiğiniz ağır metal dişliler, karmaşık hidrolikler veya binlerce dolarlık servo motorlarla değil. Sadece elektrik yüklü bir sıvı ve minik bir pompayla.

Sistem dümdüz senin kolun gibi çalışıyor. Pompa içeriye elektrik veriyor, iyonlaşan sıvı hareket ediyor ve lifler kasılıp gevşiyor. Kolunu büktüğündeki kasılmanın aynısı.

SIFIR MOTOR. SIFIR HARİCİ DONANIM. VE TAMAMEN SESSİZ.

Herkes bilim kurgu geyiği yapıyor. Oysa burada koca bir endüstrinin maliyet yapısının nasıl tabana vurduğunu izliyorsunuz. Yıllardır donanım üretmek demek, arıza yapan metal yığınlarıyla ve sürtünmeyle boğuşmak demekti. Şimdi olay sadece basit bir sıvının iyonlarla yönlendirilmesine döndü.

Bu lifleri gerçek kas gibi birbirine sardıkça gücü katlanarak artıyor. Yani performansı artırmak için daha büyük ve pahalı bir mekanik motora ihtiyacın yok. Sadece o bağlama birkaç tel daha ekliyorsun. Kuvvet doğrudan ölçekleniyor.

DONANIM ARTIK YAZILIM GİBİ UCUZ VE MALİYETSİZ BİR ŞEKİLDE ÖLÇEKLENİYOR.

Parça üreticilerinin fişi çekildi. Üretim bandındaki ağır sanayi tezgahlarından bahsetmiyoruz artık. Etrafında dolaştığını bile duymayacağın, seninle aynı organik esnekliğe sahip maliyetsiz sistemler geliyor.

Mekanik devri kapandı. Yeni oyuna uyanın.

[Startup Archive @StartupArchive_]

Jensen Huang: “The best career advice I got was from a gardener”

“Very few people know this but I don’t wear a watch,” Nvidia founder Jensen Huang begins. “And the reason I don’t wear a watch is because now is the most important time. Just dedicate yourself to now.”

Jensen explains by telling a story:

“The best career advice I got was from a gardener. I was on a family trip in Kyoto, and we went to the temple that had the largest moss collection in the world . . . All of the moss is perfect, and every species of the world’s moss is there. It was a hot summer day — anybody who’s been to Kyoto knows how incredibly hot it is during the summer — and my family walked by this old man who was squatted down working on the moss with a bamboo tweezer. His bamboo basket was nearly empty with only two or three small pieces of dead moss.”

“What are you doing?” Jensen asked the old man.

“I am taking care of my garden,” the old man replied.

The old man told Jensen that he has been working on the garden for almost 30 years.

“But this garden is so big and your tweezer and basket are so small. How can you take care of the whole garden?” Jensen asked.

“I have plenty of time,” said the old man.

Jensen reflects:

“That’s the best career advice I can give you. Most of the time I wait for things to come to me. I’m rarely chasing things. I don’t have a watch. I’m focused on now. I’m enjoying my job. I’m the longest-running tech CEO in the world . . . Dedicate yourself to learning all the time, doing the best possible work you can, and leave everything on the field. By the time I go to bed I’m exhausted, and I’m happy about my day because I did everything I could . . . You’ll be surprised. I’m not at all ambitious. I don’t aspire to do more. I aspire to do better at what I’m currently doing. I’m not reaching for more. I wait for the world to come to me.“

He continues:

“People who know me also know that Nvidia doesn’t have a long-term strategy. We have no long-term plan. Our definition of a long-term plan is, ‘What are we doing today?’ . . . You have plenty of time. Enjoy your work. Do the best you possibly can. Just keep learning every day, and good things will come to you.”

[Vivek Sen @Vivek4real_]

MICHAEL SAYLOR SAID WORKING HARD IS THE WORST ADVICE YOU CAN GET.

“YOU DON'T WANT TO MAKE MONEY BY BEING TALENTED AND WORKING HARD. THE ROBOTS ARE GOING TO WORK HARD. THE CARS ARE GOING TO DRIVE THEMSELVES.”

“ONCE YOU TRAIN THE AI ON A SHAKESPEAREAN SONNET, IT WILL SPIT BACK SONNETS JUST AS GOOD AS SHAKESPEARE IN HIS PRIME.

IF YOU STUDIED FOR 20 YEARS TO LEARN HOW TO COMPOSE, THAT'S BECOMING LESS VALUABLE — JUST LIKE WRITING A 100-PAGE LEGAL DOCUMENT.”

“HUMAN CAPITAL IS GETTING DEMONETIZED.”

[Vaibhav Sisinty @VaibhavSisinty]

Okay this is genuinely insane.

SpaceX just unveiled a satellite whose only job is to run AI. Not internet. Not GPS. Just compute, floating in orbit.

It's called AI1, and the reason behind it breaks your brain.

AI data centers on Earth are hitting a wall, not a chip wall, a physics wall.

They need staggering amounts of power and water just to stay cool, and we're running out of grid and land to build them.

So Musk's answer is: stop building them on Earth.

In orbit, the sun never sets. Free power, 24/7. No water for cooling, you just radiate heat into the vacuum of space. The two things choking AI on the ground barely exist up there.

And here's the wild part: Musk says it's easier to build than a Starlink satellite. Strip out the complex antennas and it's "a lot of solar cells, a radiator, and some laser links."

One AI1 carries the compute of an Nvidia GB300 rack, the same hardware data centers fight over down here.

AI1 is just the first one. The plan is a constellation of up to a million of them.

And the timing isn't an accident, SpaceX goes public this week at a ~$1.75 trillion target. This isn't a rocket company anymore. It's positioning itself as the power grid for AI, in space.

The race for AI compute just left the planet. Literally.

@SpaceX

[Bilaal- BD investing @bdinvestingg]

Micron $MU fell -10% today & here’s my thesis on why long term investors should continue holding $MU $DRAM

[Peter H. Diamandis, MD @PeterDiamandis]

Argentina is the first country in the world to develop a legal framework for AI personhood. President Milei is positioning the entire country as a special economic zone for the singularity. Just that same week, Anthropic called for a global pause on frontier AI.

-- 80% of Anthropic's code is written by Claude. Engineers shipping 8x more per quarter.

-- US added 172,000 jobs in May vs 85,000 expected. Unemployment: 4.3%.

-- Autonomy time horizons are doubling every four months. 100x algorithmic improvement is already baked into existing architectures.

-- The three countries with the highest robotics penetration: Sweden, South Korea, Germany have the lowest unemployment on Earth.

[Merlijn The Trader @MerlijnTrader]

ONE DAY BEFORE THE BIGGEST IPO IN HISTORY, MUSK IS PITCHING A $119 BILLION CHIP FACTORY TO THE ONLY COMPANY THAT CAN BUILD IT.

🇺🇸 This week Musk speaks at ASML's private conference, the firm whose machines print every advanced chip on earth.

No ASML, no Nvidia, no TSMC.

The topic isn't a secret. It's Terafab, a SpaceX-Tesla-xAI plan for a 2nm fab in Texas.

First phase $55 billion, total up to $119 billion.

The timing isn't random.

Days before SpaceX goes public, Musk is handing IPO investors a growth story beyond rockets:

Custom silicon for orbital AI data centers.

This is how you justify a $1,750,000,000,000 valuation.

[Jason Luongo @JasonL_Capital]

$NVDA CEO Jensen Huang is literally telling you what stocks to buy.

Here are 8 companies he's publicly endorsed, invested in, or spotlighted onstage in the last year:

1. $MRVL - Marvell Technology

At Computex on June 2, Jensen brought Marvell's CEO onstage and said "Ladies and gentlemen, the next trillion-dollar company." Stock surged 32% that session. Marvell designs the custom connectivity silicon that ties AI data centers together.

[Mark @MajidTulsh32058]

🚀 AI SUPER CYCLE STACK

Most traders want to know where to START. Here’s a solid starting point to watch for the next pullback opportunity across key AI-driven sectors:

MEMORY
$MU – Micron
$SNDK – SanDisk
$AMAT – Applied Materials
$AEHR – AEHR Test Systems
COMPUTE
$NVDA – NVIDIA
$AMD – Advanced Micro Devices
$ARM – ARM Holdings
$INTC – Intel
$NBIS – NetBrain Technologies
NETWORKING
$ANET – Arista Networks
$AVGO – Broadcom
$MRVL – Marvell Technology
$CRDO – Cerdo Networks
OPTICS
$AAOI – Applied Optoelectronics
$NVTS – NovaVision
$ALAB – Akoustis
$GLW – Corning
$TTMI – TT Electronics
INFRASTRUCTURE
$DELL – Dell Technologies
$IREN – Iren S.p.A.
$CORZ – Corez Systems
$CIFR – Cipher AI
SOFTWARE
$MSFT – Microsoft
$NOW – ServiceNow
$CRM – Salesforce
$SNOW – Snowflake
$MDB – MongoDB
DEFENSE / AI SECURITY
$PLTR – Palantir
$AVAV – AeroVironment
$KTOS – Kratos Defense
$ONDS – Onyx Defense
$RCAT – ReactAI
$DPRO – DronePro
$UMAC – UMAC Robotics
$SWMR – Swarm AI
ROBOTICS
$OUST – Ouster
$TSLA – Tesla
$SYM – Symbotic
POWER / ENERGY
$BE – Bloom Energy
$TE – TE Connectivity
SPACE / AEROSPACE
$ASTS – AST SpaceMobile
$RKLB – Rocket Lab
$RDW – Redwire
$LUNR – Lunar Energy
$PL – Planet Labs