phil beisel @pbeisel
x-Apple / x-Rivian (tech team founder) Disruption happens. Optimism ahead. 🚀🇺🇸 My Articles https://t.co/wJtooyvaoc Silicon Valley Joined January 2008-
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To be clear: you have to take action during the affirmation window. You must go to your account and Affirm your interest.
Terrestrial DCs are the prototype. The 1.0 product is the ODC. 🚀
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The
@FrankNatureM The sun powers them. Huh? Lots of good math on this. Actually most of these are solved, close to solved, or well known (from a cost perspective).
SpaceX: T-7 days until trading begins (June 12) Investors in $SPCX and $TSLA are about to witness a decade of insane growth. My 10-year thesis that SpaceX will become the most valuable company in the world, closely followed by Tesla, remains very much intact. (And yes, I still expect them to merge at some point.) Your friends and friendly CNBC hosts will focus on SpaceX as the "rocket company." And it's true— the industrialization of space begins with their launch platforms. But if you remember one thing about the SpaceX thesis, remember this: It's about compute. Planet Earth, because of this "little" thing called AI, is about to become compute-starved. Not enough chips. Not enough power. NOT. EVEN. CLOSE. SpaceX will open the next frontier of compute supply through its ODC (Orbital Data Center) platform. In fact, I believe it is the only scalable path to meet the demand that is coming. And whether they realize it yet or not, every leading AI company, including Anthropic, Google, and OpenAI, will eventually have to go through SpaceX to continue growing at the pace they want (and we demand). There is no obvious terrestrial solution to this problem. 1 Terafab won't be enough. It will simply be the first proof point of something that can be replicated at massive scale. But power remains the truly scarce resource, and Earth is running out of easy answers. Space is the answer. And SpaceX is the solution.
@EvEvangelist @TeslaBoomerMama Why do you think this will saturate?
@shaunmmaguire These are the prototype deals (and good ones at that). The finished product is the ODC.
@CaminaDrummer4 I disagree. Because demand growth at 3.4x YoY is too small. I've posted in these so-called breakthroughs lowering compute, I don't think its gonna happen. Moves the curve but 10x is not happening, IMHO.
@JohnKlark 10 is fine, 5 is not, somewhere in the middle of these.
@Kalshi WHAT? Oh come on this can't be true. LOL.
@thejefflutz @JOBhakdi But its a good story.
To be clear: you have to take action during the affirmation window. You must go to your account and Affirm your interest.
SpaceX IPO update from Schwab - no special allocation for Tesla shareholders - COTP window closes on Wed, June 10th - Affirmation window opens on Thurs, June 11th at ~7 to 10pm ET - Affirmation window closes on Fri, June 12th at 7am ET - Shares allocated to client accounts
@Maggie1728Q @CernBasher Yea its a fun passion project of mine. Learning about all sorts of things, AI, cursor.ai, Starlink terminals. And some networking things!
Cern and I go deep! Again! And I introduce my NetP app (which you can play around with... netp-app.com).
The signal is strong. Robotaxi is literally the internal focus of the company. Building Cybercabs, building operations infrastructure, hiring to build.
@CernBasher Going all in! We will make shirts!
Imagine caring so little about your job that you can't set that autocomplete tag on this textbox to false? Maybe test it once and see, idk, crazy idea. If there is any place in the world do don't want a recent list its the goddamn 2-factor security code. Yea, I live in a high expectations world. You don't want to be me. ☹️ @CharlesSchwab
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