Panke

SpaceX, Tesla maxi
Not a Boomer.

Telling people the cold hard facts right in your face.

[Panke @spcxGOD]

73% of ALL $SPCX shares in existence are now in the hands of known whales , companies, nations and basically wealthy people who don’t need money and will hold forever.

There is only 27% remaining that can be sold… BUT a large part of this 27% are held by retail and the musk cult who will also NEVER sell.

So its very likely that demand > supply forever

@elonmusk > owns 48.4 % of spacex
Google > 4.2%
Antonio Gracias > 3.8%
Peter Thiel > 3.2%
Fidelity > 2.3%
Gigafund > 1.3%
Saudi Arabia > 1.2%
Ron Baron > 1.1%
Nvidia> 1%
Sequoia > 1%

Do with this info what you will

[Panke @spcxGOD]

https://t.co/xY14UkXabE

Overview + brief description of the stuff that happened until now in the markets. before US opens made with Grok Build.

Always free, just sharing what I use.

$SPCX

[Panke @spcxGOD]

The unlock = dump narrative will die this week

$SPCX will make a big green candle to proof its point near aug 20

[Panke @spcxGOD]

@alex_avoigt Yes it will.

But spcx will do it much faster

[Panke @spcxGOD]

Claude and Anthropic likes to quietly nerve their models from time to time to cash in on tokens.

If you don’t want to get nerfed unknowingly, use Grok . Its also better to use imo

$SPCX

[Raoul Pal @RaoulGMI]

Claude appears to be utterly unusable today. I've wasted hours and any task takes half an hour to do. His reasoning is flawed and it's not doing things and it's missing everything it was supposed to do. @AnthropicAI @claudeai opus 5 is a clusterfuck and Fable 5 is a horror story of expense. I'm hardly a heavy user in the general scheme of things but I blow through my weekly allowance of credits by Monday. This has to get sorted out. they need more inference and fast or they're gonna lose a lot of customers.

[Panke @spcxGOD]

@WR4NYGov Look, if you are this old.

Go give advice on supermarkets or something

This field is not for you

Grandpa

[Panke @spcxGOD]

Even if the Cybercab launch event is in two weeks. You should rotate at least 50% of $TSLA into $SPCX if you do not own it yet.

The revenue of Spacex will scale significantly faster.

Make use of this opportunity

[Tesla Robotaxi @robotaxi]

Ride in Robotaxi through 8/23 for a shot to attend our Cybercab launch event

More rides = better odds

[Panke @spcxGOD]

@MattKilby23 Good to hear , go crush them

[Matt Kilby @MattKilby23]

After being at SpaceX for 18 months, I don’t think I’ll ever be able to work anywhere else. No one moves faster or is more determined to win than we are. Business is the ultimate professional sport and we’re playing for the championship every single day

[Panke @spcxGOD]

It feels like the 10GW AI compute target is more likely to be achieved by the end of 2027 than not based on @elonmusk reply.

All the price targets for $SPCX in the 200$ range only account for 4-5 GW compute.

With 10 GW , Spacex will have 300-500 BILLION ARR next year.

[SemiAnalysis @SemiAnalysis_]

There are a lot of haters of @elonmusk, but we believe that, due to Elon's first-principles engineering, SpaceX has likely found a handful of sites to deploy the remaining GW, and the 10GW 2027 target is within reach.

Elon is singular in his ability to do what haters & doubters think is impossible. (1/2)🧵

[Panke @spcxGOD]

@cb_doge Daily updates ,

[DogeDesigner @cb_doge]

SpaceXAI announces new improvements across Grok’s major features.

Chat
• Chat history now stays synced across browser tabs
• Select text in your memory summary to correct or remove what Grok remembers
• Stop background tasks directly from the tray
• Fixed problems with chat titles, image carousels, code blocks and the “Think Harder” button

Imagine
• Remove an image’s background directly from its post
• Drag and rearrange reference-image cells
• Uploaded photos now explain when a generation is blocked
• Redesigned saved-page toolbar
• Added a new 5:2 Banner aspect ratio

Projects
• Voice Mode now works inside project conversations
• Project icons now appear in the sidebar
• Added pagination for long project lists
• Fixed files being saved outside newly created projects
• Sharing messages now clearly explain that conversations are included

Automations
• Filter subscription triggers by product or customer
• Scheduled times now show the timezone when it differs from yours
• Fixed trigger selection on mobile

Teams
• Find and invite people from your organization’s directory
• Copy invite links for pending invitations
• Admins can remove members directly from the users table

[Panke @spcxGOD]

@aaronburnett 100%

[Panke @spcxGOD]

@bdistel @bot @claudeai @OpenAI It makes me want to subscribe to a 300$ subscription what the hell

[Panke @spcxGOD]

I agree.

X as well as Grok has one of the best UX/UI there is, and you can actually see them tweaking stuff here and there day by day.

I don’t think people will be sleeping on grok or X much longer if things continue to go like this $SPCX

[Robin @xdNiBoR]

The UX/UI team at SpaceX is so f*cking good man...

For a while, it felt like UX was a secondary thought for all the new features that were added to X, but recently that has drastically changed. X has been improved dramatically, the marketing websites got a new look, things like the ad manager and api documentation have drastically improved too. And of course Grok Build is such a polished tool. Bot and Origin are also super clean products. It all feels so premium now.

Thanks @nikitabier for hiring @benjitaylor and of course everyone else who is responsible for all the beautiful UI.

Oh and let's not forget @aarongrider and the team who are the actual OG SpaceX app builders

[Panke @spcxGOD]

@xdNiBoR I have to agree

[Panke @spcxGOD]

Never seen people so excited to join a company as with $SPCX

It really is a gathering spot for the most talented builders in the world

[lauren @poteto]

First day at @SpaceXAI!

[Panke @spcxGOD]

@shubgaur @SpaceXAI Never seen people so excited to join a company like you guys

[Panke @spcxGOD]

Never listen to financial advice from very old people.

If you see someone looking very old talking about tech like AI or business like spacex, chances are they don’t actually understand.

The times are changing, but they don’t change with the times.

$SPCX

[unusual_whales @unusual_whales]

Ray Dalio says he sees the classic signs of a bubble with AI, says the stock market looks like the run up to 1929 or 2000.

[Panke @spcxGOD]

@unusual_whales The times are changing grandpas

[Panke @spcxGOD]

@SPCX100T @SpaceInvestor_D That’s actually the first thing I built using grok build haha