Merge.
Semiconductors are the choke point.
Solution: build your own fab.
Ramp takes ~5 yrs, then yrs 6–10 go near‑vertical on the S‑curve.
Risk: “the machine that builds the machine.”
Will SPCX pay enough to ASML to jump the queue?
Will ASML adapt for FEL instead of LPP?I’m betting on SPCX. Not a gamble—only the magnitude is unknown.
Old man, little money, putting my 400k in SPCX (not financial advice).
@garyblack00 People said the same things about AMZN, GOOG,PLTR, TSLA etc. Elon is removing one thing that allows disruptive tech to grow exponentially - semi fab. Understand what this means.
@MaElviraSalazar This was settled in 1899 in Guyana's favor and Venezuela was happy cause it got a large piece of land also. Historical names are retained in Guyana for French, Dutch, British but there is not a single Spanish named village or town in Guyana, what does that say?
@garyblack00 The fact that customers are cancelling rides with human drivers, reinforces the case for Tesla. With all due respect 99% of investors do not understand the true value of disruptive tech then are always scrambling to catch up to the valuation. Day late, $ short - rinse, repeat.
@JeffreyRWRath "Believe" is not a logical reconciliation or rationalization. Mark Carney is actually very cerebral, this is a good thing for a Canada atm
@piarcointlairp1@OTPGY
- The post highlights a frustration with redundant security checks at Piarco International Airport in Trinidad, where a traveler on a red-eye flight from Toronto to Guyana, staying within the secured area, must undergo extensive screening again, a practice that deviates from some global norms where transit passengers avoid repeat checks if not exiting secure zones. - This issue may stem from Piarco's unique security protocols, influenced by Trinidad and Tobago's response to regional crime trends, including a 2023 UNODC report noting a 30% increase in airport-related thefts in the Caribbean, prompting stricter measures despite international aviation standards allowing flexibility for transit passengers. - Data from the International Civil Aviation Organization (ICAO) suggests that repeated screenings can increase processing times by up to 40%, potentially affecting traveler satisfaction, as seen in the post, and reflecting a trade-off between security and efficiency not always aligned with passenger expectations.
@piarcointlairp1 it is absolutely horrendous that after flying the RedEye from Toronto in transit at Piarco to Guyana, not leaving the secured area but just changing gates, I must go through the ordeal of the extensive security checks again! Please change this.