🚨 BREAKING: China just built its own SpaceX moment.
First attempt. Maiden flight. No landing legs, no propulsive touchdown like Falcon 9. The Long March-10B booster made a controlled descent onto a sea barge and a net hooked it mid-air, aircraft carrier style. The target cost: $150 per kilogram to orbit. Falcon 9 charges roughly $3,000.
A rocket booster is just the visible part. The same acceleration is happening underneath, in the inputs that make hardware like this possible faster than it used to be.
The OECD reported in March that China's total R&D spending hit $1.03 trillion in 2024, overtaking the US for the first time. That's the fuel. The output side moved just as fast: Chinese universities graduate 50,000 new STEM PhDs a year, feeding an engineering base most Western economies don't have. In AI specifically, China's domestic chip share crossed 41% in 2025, a first, with Huawei's Ascend line on pace to take half the market by year end. DeepSeek trained a GPT-4 class model for about $5.5 million in compute, versus OpenAI's reported $100 million for GPT-4 alone.
Different sectors. Same pattern: the time between "we can't do this yet" and "we shipped it" keeps shrinking, and AI is the reason. Faster iteration on chips means faster iteration on models, which means faster iteration on everything those models get pointed at, including rocket recovery systems. China's commercial space sector had a dozen companies attempting reusable rockets three years ago. Most failed. Today one of them caught a booster on the first try.
Every moat in the S&P 500 was priced on an assumption about how long it takes a competitor to catch up. AI is compressing that timeline across EVs, batteries, robotics, AI inference, and clean energy at once. Not eventually. Now.
The investors who get hurt in the next decade won't be the ones who picked the wrong stocks. They'll be the ones who built their models on timelines that no longer exist.
Something I noticed when I visited China was public schools always started their days off with a run.
A school in Naperville, Illinois, did an experiment on this and called it "Zero Hour".
Before school, students would hit the gym at 7am and push their heart rates to 80% of their max. Then went on to do class.
The result? Reading scores doubled. Math scores jumped 20x.
On an international test, Naperville 8th graders finished 1st in science (beating Singapore) and 6th in math globally.
Some of my entrepreneur clients swear by doing cardio in the morning. They say it keeps their brain sharp. I don't disagree.
Cardio isn't just for your heart. It's brain fuel.
Exhaust the body to sharpen the mind.
At the Canton Fair, a foreign woman with lower-body disabilities stood and walked on her own using a Chinese exoskeleton. Her family was moved to tears.
Technology is for people, not for show.
I want to be rich. But not Lamborghini
or Rolex rich, I want to be rich enough to go to the gym at 3pm and nobody can tell me no. To tap the family in front of me at the supermarket and say, "It's on me," Rich enough that my future wife never has to worry about getting a job. Rich enough to show my children the world, not pictures of it. Rich enough to take my friends to dinner and say, "| got this", Rich enough that God uses me to help the people who are in need. That's my version of rich.
🚨 WOW! Joe Rogan reveals President Trump IMMEDIATELY offered him FDA approval for a psychedelic treatment in a text chain
Because the data was SO CONVINCING and STUNNING
"I wanna tell everybody how this happened. I send President Trump some information."
"With one dose of Ibogaine, more than 80% of people are free of that addiction. With two doses, it's more than 90%. I sent him that information."
"The text message came back, sounds great. Do you want FDA approval? Let's do it. It was literally that quick!"
"For 56 years, we've lived under those terrible conditions. We're free of that now."
"We're free of that now, thanks to all these people that you see next to me, and thanks to President Trump!" — @joerogan
In my teens and 20's I would spend way too much time playing Starcraft and Civilization. Harvesting resources, building things, and expanding was super addictive to my brain - to an almost unhealthy degree.
Later I realized that entrepreneurship and business is the ultimate game. It scratches the same itch for me (resources, building, expanding), but you're actually contributing to humanity at the end of the day, which can be much more fulfilling.
Business is also much more positive sum than video games. In Starcraft, the other player has to lose for you to win. In business, there is competition, but in a growing market there can be multiple winners. And gains compound long term (it's a infinite game) instead of starting over each time.
Now days I prefer to watch pros play video games to unwind, instead of playing video games myself. But a quick game can still be fun here and there to unwind. By contrast, the game of business is played over many decades.