1,804 karma · joined July 23, 2014
I'm sorry if it was flamebait.
Gwynne is fiercely loyal to Elon. I don't expect to see significant strife between them.
I can't imagine a margin that large is allowed to exist unchallenged for more than a few years.
It would be easy to make a national security justification to take the weights in a clandestine manner especially because Anthropic supposedly got caught giving China access to the model through a cutout.
Its Falcon 9 has flown 667 times to orbit with a 99.55% success rate. SpaceX isn't like the other rocket companies and it's pretty obvious to anyone who looks at the metrics objectively. Not in technology or in finances.
>"minus $5B/year but AI/Space makes it +$200B”
$18.7B revenue in 2025. Starlink alone was $11.4B
The comparison to Iridium isn't even worth refuting because it's like comparing the Wright Flyer to the 747.
It's a shame that otherwise intelligent people have such difficulty objectively assessing anything Elon Musk; I assume it's mostly idealogical reasons. Do I think $135 is a bit high for the SpaceX IPO? probably. Do I agree with everything Elon Musk says? nah. Is Elon Musk the most capable entrepreneur and innovator to ever live? It's definitely possible.
I think a more accurate phrasing of the Valor GPU deal would be something like this:
"SpaceX’s AI compute buildout relies in part on off-balance-sheet or lease-style financing vehicles. Valor-owned vehicles purchased Nvidia GPU infrastructure and leased it to xAI/SpaceX subsidiaries, with Apollo providing debt financing and SpaceX or subsidiaries guaranteeing some obligations. That creates indirect exposure for institutional and retirement capital, though not necessarily direct pension-fund ownership of SpaceX operational risk."
There was no loss of life in this static fire failure.
My guess is it’s some combination of the infrastructure not existing, the distribution being bad, and the treatment costs not penciling out.
But that feels like the kind of thing municipal utilities could solve with pricing. Potable water should probably be priced differently for residential use than for big commercial/industrial users, in a way that pushes them toward non-potable sources wherever possible.
A fun Texas water fact I always bring up: the entire state’s monthly freshwater use is roughly a week of freshwater inflow into the Chesapeake Bay. Texas would be the 8th-largest GDP in the world if it were a country, and its whole monthly freshwater demand is basically a few months of water that the Chesapeake just dumps into the ocean. (Of course, estuaries make use of the water so it's not just wasted but it's illustrative imo)
Another fun comparison point is yearly Texas uses 0.08% the volume of the Great Lakes in freshwater but ~ 30-50% of the volume of all the lakes in Texas.
We've got a lot of water but it's not distributed evenly and we should probably build some sort of water pipeline eventually so water rich states can sell to water poor states.
Again, this is all just speculation by someone who knows not a damn thing about municipal water management.
The issue here is you'd need a lot more land because any asphalt near a temp sensor is going to give you bad data.