Nick

[Michael Malice @michaelmalice]

@AndrewYang The difference between @elonmusk and you is that Elon is capable of producing things of value.

[Nick @schuttle89]

@RandyWKirk1 My prediction is that SpaceX will spend every penny they make on data centers that year on more data centers so depending on how you count it... no profit

[Nick @schuttle89]

@JOBhakdi I might get punished with a "flipping" offense if we stay this low...

[Nick @schuttle89]

@JOBhakdi 😂

[Nick @schuttle89]

@hubermanlab @StevenQuartz Bodies

[Nick @schuttle89]

@lucagrecoita Is there technically no body in white for cybercab? (Thanks for all your insights!)

[Nick @schuttle89]

@LimitingThe I think it's pretty fair (and I'm grabbing a few shares) but it's probably going to dip at some point in the next year so I'll grab some more shares then. Not selling any Tesla to buy

[Nick @schuttle89]

@michaelmalice If every police department starts doing shit like this then I might actually start trusting cops

[Nick @schuttle89]

@OwenSparks I did not know this was a thing, thank you

[Tesla @Tesla]

"My car also has FSD"

[Brett Winton @wintonARK]

On the remarkable return on capital potential for Starlink on Starship.

Including customer acquisition cost, ground station capex, and an expendable top stage, we think SpaceX should be able to launch its 10th commercial starship rocket for ~$500m.

The bandwidth it launches could yield $1.2 billion in revenue annually for as long as the satellites are in orbit. 13x cash on cash return.

For a time (100 launches or so) cash requirements per kg (and per tbps) of launch should roughly keep pace with the revenue decay in monetizing incremental orbital comms throughput. Basically, their per launch cost decline, driven by rocket upsizing, satellite manufacturing efficiency and full re-useability, should out-compete declining ARPU (or at least keep pace).

Net, very crudely, it works to the company being able to deploy $50b in capital building satellites, launching rockets and acquiring customers at a ~13x cash on cash return over a few years.

This is a business without precedent.

[Michael Malice @michaelmalice]

COVID demonstrated that the vast majority of humanity still believes that the best way to fight an illness is via engaging in rituals.

[Nick @schuttle89]

@JOBhakdi I'm not saying the move would be logical just that it would be an entry point. But yes, the Florida launch pads are not far from completion and within 2 years there will be 5+ starship launch pads and 2 production facilities

[Nick @schuttle89]

@JOBhakdi That's the way I'm playing it, also there is likely going to be an event similar to what Blue origin just went through today that will hammer the stock and create a good entry

[Nick @schuttle89]

@RandyWKirk1 I'm at 460k but I'm leaving a lot of that inventory in channel and I could see it going higher

[Nick @schuttle89]

@esherifftv 8

[Nick @schuttle89]

@JOBhakdi Think of starlink as the connection between space ai and edge devices

[Nick @schuttle89]

@teslascope Installing now

[Nick @schuttle89]

@CuriousPejjy What about all the index inclusions? While I think there will be buying opportunities I think the big moves won't happen and the chart is cope

[Nick @schuttle89]

@CSI_Starbase