Everyone wonders why Elon is so confident on abundance.
It’s because he is single handily going to create most of that abundance.
Reminder: this is why they want him gone
🚨 ELON MUSK: STARLINK WILL BE YOUR NEW PHONE CARRIER
Elon Musk just dropped the vision: you’ll soon have a Starlink account that works with your home antenna for free Wi-Fi and directly on your phone.
SpaceX will deliver high-bandwidth connectivity straight from the satellites to your device. You’ll be able to watch videos anywhere, no matter where you are.
Hardware changes in phones are coming, but the future of connectivity is here.
This is why Elon keeps winning.
A few days ago this guy said Bitcoin is going to zero. How does he expect us to take him seriously with AI? The gig is up. AI is the biggest threat to VCs. The edge is gone. Do real work and move over.
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
By 2030 the dollar will be a memory.
SpaceX boss Elon Musk said Monday that he’ll give every child in the U.S. one of his shares in the company next year.
Musk currently owns about 4.8 billion SpaceX shares, according to an August SEC filing. That figure rises to 6.4 billion when taking into account unvested awards and stock options, representing a 48.4% beneficial stake in the company.
Read more: cnb.cx/4eezRte
I get a new car every few months through over the air software updates.
Look I hate big tech winning but this thing will provide compute at the edge and provide inference AI to homes across the world. Make no mistake. Amazon fumble of the century imo.
liquidation sensation, let me tell ya. 🙄
Strategy has acquired 1,665 $BTC and repurchased $152M of $STRC. As of 9/27/26, we hold 847,666 BTC and $6.02B of USD Assets. $MSTR strategy.com/press/strategy-…
When I invested in $MSTR I was promised I would be liquidated…
So far, very disappointing performance.
Strategy has acquired 950 $BTC and repurchased $174M of $STRC. As of 9/20/26, we hold 846,000 BTC and $6.09B of USD Assets. $MSTR
strategy.com/press/strategy-…
This is completely wrong. More to come.
CoinShares just published a report on the state of bitcoin mining that provides strong evidence supporting my argument below that mining may have entered a secular decline. coinshares.com/corp/insights…
The listed mining sector fell below cash breakeven in aggregate in Q2. Hashprice hit an all-time low. Hashrate fell sharply. And, most strikingly, miners are increasingly choosing to reduce or exit mining altogether.
Core is paying tens of millions to avoid receiving the world's most efficient ASICs. Keel has shut all US mining operations. IREN is exiting bitcoin mining. Cipher has stopped mining capex. TeraWulf is retiring mining facilities. Companies are signing 15- and 20-year data center leases. CoinShares says a BTC recovery is unlikely to reverse many of those conversions.
Where we differ is on the conclusion. CoinShares interprets this as another severe post-halving downturn and expects mining to expand again as the next halving approaches. I contend the deeper economics explain why aggregate mining may never return to its previous secular growth path.
Time will tell.
