1/ The model has SpaceX beat every cloud provider on Earth. Q4'28 compute revenue is $180B a quarter. The entire global cloud infrastructure market, everyone combined, was about $143B in Q2'26. That’s from 1 GW in under three years.
Over the last week I built a bottoms up SpaceX financial model through the end of 2028
The numbers that came out are insane
There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated
* This is not investment advice!!!
** Sequoia is a major SpaceX shareholder
*** Past performance is not indicative of future results
2/ The model also ignores the power bottleneck. Microsoft has a massive Azure backlog it can’t fulfill because of power constraints, yet the model adds 10.8 GW in 2028 alone with no power constraint at all.
Vucic is similar to Orban(10x worse) in that he farms boomers and low iq peoples distrust of the west while robing the country blind and leaving the youth with nothing
Dr Oliver retweeted
Just world fallacy on display again.
Nothing is coming. Nothing ever happens. Certainly not by itself! There is no destiny. There is no fate. There is no Providence. There is no psychohistory.
No I’m afraid it’s all up to us
Dr Oliver retweeted
Here's my conversation with Matt Botvinick, Director of Neuroscience Research at @DeepMind. We talk about neuroscience, psychology, reinforcement learning, meta learning, dopamine, human-AI interaction, and... love. youtube.com/watch?v=3t06ajvB…
Dr Oliver retweeted
Shocked that @Gebran_Bassil
1) Uprepared to explain the private plane nor how to: match lifestyle to source of income (Ar: من يين لك هذا؟ , Leb: "min wen ejo hol?")
2) Didn't realize that having friends is an EXPLICIT bribe?
Can' be both corrupt & stupid !
#LebanonProtests
Dr Oliver retweeted
I've been asked by Tommy and his family to be their ’spokesman’ during his WRONGFUL incarceration.
I will keep you all posted.
For now, just processing the disgraceful verdict and sentence.
Media enquiries: [email protected]
Dr Oliver retweeted
#BREAKING Tommy Robinson is going BACK TO JAIL for journalism.
This is the state of Britain in 2019.
My thoughts are with his loving wife Jenna, and his beautiful kids, on this extremely difficult day of injustice.
Dr Oliver retweeted
It’s done. Tommy walks out of the court, down the internal stairwell. He is carrying his prison bag. He’s off to jail. For journalism.
Dr Oliver retweeted
🚨 Tommy Robinson has been sentenced to SIX months in prison for live-streaming his political commentary outside a Muslim rape gang trial last year PLUS his THREE month suspended sentence was activated.🚨
THAT'S 9 MONTHS IN PRISON FOR POLITICAL COMMENTARY ON FACEBOOK.
Dr Oliver retweeted
Google opines so neutrally on Shapiro, Prager U and me j.mp/2Yl3FM0
