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Cammen

@ai1_electronics

Ex-semiconductor engineer turned multi-asset investor & startup founder. Tracking tech, markets, & macro trends. @BUAlumni Not financial advice.

 Phoenix, Arizona
beacons.ai/cammenc
Joined July 2012
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129Media
Photo by Cammen (@ai1_electronics)Photo by Cammen (@ai1_electronics)Photo by Cammen (@ai1_electronics)Photo by Cammen (@ai1_electronics)Photo by Cammen (@ai1_electronics)Photo by Cammen (@ai1_electronics)Photo by Cammen (@ai1_electronics)
SpaceX's Starship just returned from orbit and was caught back at the Starbase launch tower in Texas $SPCX
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After a ~22-hour orbital mission on Flight 15, the upper-stage spacecraft successfully re-entered Earth's atmosphere and landed right back where it launched. Full rocket reusability just took a massive leap
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If Jensen got reinstated, $NVDA is back to all time high in a month
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Is Rocket Lab competing with SpaceX? Yes/no. SpaceX dominates volume with Falcon 9 & Starship. Rocket Lab dominates dedicated small launches (Electron), sells satellite hardware to the entire industry, Rocket Lab is building Neutron to challenge Falcon 9 in medium lift. $RKLB $SPCX
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$30k, drop to $100/mo. Maintenance & insurance (or reduced rate) included. I'll never drive again.
Sawyer Merritt (@SawyerMerritt) profile pictureSawyer Merritt
@SawyerMerritt7h
Tesla has launched a Times Square billboard ad for FSD for the first time. It will play the rest of this month. “7x safer than a human when engaged. 15+ billion miles driven globally.”
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TPU explained: A TPU (Tensor Processing Unit) is a custom ASIC chip built by @Google specifically designed to accelerate machine learning and neural network workloads.
Image from Cammen (@ai1_electronics)
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Rocket Lab just hit a massive milestone today as their Electron rocket lifted off from New Zealand for "The Mountain God Rises" mission, deploying a radar-imaging satellite for iQPS into a 575 km orbit. $RKLB
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Tesla just opened personal orders for the Cybercab at $29,990. @robotaxi Pros: ✅ (FSD v15) ✅ Ultra-efficient (165 Wh/mi, ~293 mi range) ✅ Spacious 2-seater hatchback cargo Cons: ❌ Mandatory $299/mo subscription ❌ No commercial/ride-hail use allowed ❌ Invite-only & Austin-only for now
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link?
Robotaxi (@robotaxi) profile pictureRobotaxi
@robotaxiNov 13
Select customers are now being invited to purchase Cybercab for personal use
Image from Robotaxi (@robotaxi)
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Transportation Secretary Sean Duffy briefing
The White House (@WhiteHouse) profile pictureThe White House
@WhiteHouse22h
Secretary Mullin and Secretary Duffy Brief Members of the Press on the FAA Ground Stop nitter.gq/i/broadcasts/2QnYOYBMg…
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The White House

Secretary Mullin and Secretary Duffy Brief Members of the Press on the FAA Ground Stop

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Enough outage for the week
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Real winners this week. People who use aol and yahoo mail
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SpaceX skipped the booster "chopsticks" catch on #Starship Flight 15 after a recovery anomaly, resulting in a fiery Gulf splashdown for Booster 22.
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Despite the booster loss, the upper stage successfully reached orbit and deployed all 26 Starlink V3 satellites!
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Closing Bell: 🟢 Dow: 52,347.85 (+0.10%) 🔴 S&P 500: 7,562.03 (-0.40%) 🔴 Nasdaq: 25,136.27 (-0.91%)
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Nvidia Earnings: Next Tuesday, Nov 17th after the bell will be the ultimate litmus test for AI demand following Jensen departure $NVDA
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did Amtrak and airport controllers all use outlook or something?
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