When you rise, it is dawn. Every time is a good time. Get started. Live your dreams. Work for your goals. Our external world is a reflection of our mind!
Singapore, USA, Israel
Joined October 2014
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This is really cool 😎
you pull out your phone to do one thing and end up doing something completely different.
agents were supposed to fix that - now we juggle chats instead of apps.
voice was supposed to fix that - now we walk around holding the phone up like a pizza slice.
so we built guv, a walkie-talkie for your agents. hold the button, think out loud, it gets done.
works with grok bot today. other personal agents and agents on your machine coming soon.
have an apple watch? reply with the first thing you'd tell your agent for access.
Will this time be different than the internet or the rail road build out?
Can AI capex monetize itself before running out of funding.
For now the capex is on an exponential growth trajectory with no signs of any let up. For so long this trend continues anyone leaving the party would regret it dearly!
10 long years after @SpaceX and we are made to believe they are ahead of USA in tech and leading our world.
I hope @bbc has verified the authenticity of this clip as part of responsible journalism before posting !
SpaceX Launches 2 Rockets 38 Minutes Apart — New Record! Sticks Landings youtu.be/HZfW7Me3bCA?is=c6mc… via @YouTube
Monster Beat: Posting a stellar top and bottomline beat on its first result announcement since its hall of fame IPO.
$SPCX sets eye on $100B ARR by December2026 on back of 2GW of compute.
@SpaceX is the most valuable company of our world in the making. It will eclipse
$AAPL, $NVDA and $TSLA- the iconic businesses that changed our world.
No one can compete with $SPCX in launch cost per kg, payload lifted and distance travelled. It is our Vehicle to mine the Space to create greater abundance for humanity, and provide humans with a second habitat beyond planet Earth!
@SpaceX is the most versatile vertically integrated AI company of our world. Only other AI company with a versatile stack effect is $GOOGL but then they don’t have the vital space stack.
@SpaceX getting dinged for CapEx is a total head fake. Smart hands will use these seldom opportunities to accumulate as post IPO price discovery underpins
$SPCX
With a trillion dollar revenue goal by 2030, this could be the first $10T MCap company of our world, sooner than later. If anyone can make it happen it's @elonmusk
Traditional wealth managers will never get it right until it is too late (like in @Apple ) yet most of them will be in denial simply because they missed the bus repeatedly!
From #hyperscalers to #semis a generational transfer of free cash flow is taking place as the next phase of #agenticAI and #physicalAI jump starts, requiring memory, picks and shovels and electricity in equal footing as processors and data centre capacity implode.
Those who don’t get this capital rotation in #tech where money flows out of one pocket to another, are selling out of #tech, amplified by profiteering short sellers and day traders along with Wall-street media like @Bloomberg who are selling #fear just to attract more subscribers.
After-all, the future of money and wealth is in #compute and #electricity. The sooner we get this the better it is for our wealth and assets.
Hyperscaler capex going through the roof!
2024 $400B
2028 $1.4T
Latest results and commentary from the dominant hyper scalers $AMZN $MSFT and $GOOGL establish the need for aggressive spending. Demand is all pervasive while supply, especially of memory is simply not enough.
We are in the early days of this build. Another 3-4 years are ahead of us in the least and can extend many more years as AI agents and physical AI become the front and centre.
Hyperscaler capex going through the roof!
2024 $400B
2028 $1.4T
Latest results and commentary from the dominant hyper scalers $AMZN $MSFT and $GOOGL establish the need for aggressive spending. Demand is all pervasive while supply, especially of memory is simply not enough.
We are in the early days of this build. Another 3-4 years are ahead of us in the least and can extend many more years as AI agents and physical AI become the front and centre.
Over the 50 year period since 1975 US housing (Case Shiller) has returned 13x as compared to S&P total return of 300x.
With agentic AI and physical AI increasingly performing the dull, dangerous and dirty for us, the supply side set to implode in the next 10 years, leading to prices tumble!
Real estate as an asset class is completely broken! Time to shift to compute x electricity to protect our wealth and assets from being decimated!
Why is @Tesla 15x more valuable than @BYDCompany when BYD sells more cars than $TSLA?
Because $BYD is just another car company that makes electric vehicles (EVs);
@Tesla also makes EVs but those are not cars! They are “#Robots on roads”
with groundbreaking #physicalAI powered #FSD
Plus:
⚡️ #EnergyStorage
🚖 #Robotaxis
🤖 #Optimus
And the list goes on …
True value is for #creating and not #copying and then mass producing in large numbers at heavily discounted price points.
It’s Apple vs. Xiaomi / Samsung all over again. #DéjàVu
Hope those who missed on @tesla and @Apple do not repeat, by giving @SpaceX a pass again.
These pull backs are rare opportunities for generating generational wealth by joining a lifetime journey in an incredible disruptor.
