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SpaceX is SIGNIFICANTLY undervalued if you believe Elon and the team can execute on what they just laid out. At today’s ~$1.51T market cap, SpaceX trades at roughly 48-66x sales. Is it expensive based on today’s numbers? Sure. But look at what happens if the SpaceX team hits the targets shared on the Q2 earnings call: • $100B ARR by the end of 2026 → ~15x Price/Sales • $1 Trillion in annual revenue by 2030 → ~1.5x Price/Sales And fyi, that $1T target was pulled forward from 2031, with Elon saying there’s even a non-zero chance of reaching it in 2029. You see, SpaceX doesn’t need to stay at a 50x+ sales multiple for today’s valuation to eventually look cheap. If revenue grows ANYWHERE close to management’s roadmap, the denominator catches up super fast and the valuation multiple collapses. At the same $1.51T market cap, you go from ~48-66x sales today to ~15x at $100B ARR, and eventually just ~1.5x at $1T in revenue. So investment thesis is actually pretty simple… Either 1/ management’s targets are wildly wrong… or 2/ SpaceX at $1.51T is still pricing in far less of the future than people realize. I’m putting $ where my mouth is that the latter is the case.

开源 AI 的现状，普通用户免费用，但商业公司要交钱了。 阿里计划对 Qwen3.8 Max 实施收入抽成，如果商业公司拿它做成付费 AI 服务，赚很多钱，需要分一部分收入给到阿里。 而类似的还有 Kimi K3，如年收超 2000 万美元，就要与月之暗面谈最高 30% 的分成。

we've seen more deepseek traffic than anyone over the past 48 hours this comes from all kinds of clients not just OpenCode so we have some interesting data here's cache hit ratio - idk what zcode is but it's kicking ass

2026 年的今天，出门坐洲际航班，基本优先看飞机有没有星链了，而不是座位舒不舒服。 装配星链，和不装配星链的飞机，乘坐体验能差一大截，前者可以在飞机上畅快刷 X、打王者、看视频，后者加载微信图片都是卡卡的。

A 19-year-old Japanese student built a trading bot with Claude Code in 2 days. Used his iPad as a second monitor. First night: $6,732 profit. Starting capital: $68. Total profit so far: $750,000. Here's how it works: The bot scans over 50 markets simultaneously. Syncs live BTC data from Binance every second. Spots price errors before humans even notice. The edge is pure speed + pattern recognition. While traders stare at charts trying to predict the next move, his bot is already executing on mispricing across dozens of markets. No guessing. No emotions. No hesitation. Just Claude Code logic finding gaps that close in seconds. He built the entire system in 48 hours: → Claude Code handles the trading logic → Binance API feeds real-time BTC data → iPad displays multi-market monitoring → Executes trades when arbitrage windows open The system runs 24/7. Every price dislocation = profit opportunity. Most people are still trading manually, refreshing charts, second-guessing entries. Meanwhile this 19-year-old engineering student turned $68 into $750K by letting Claude Code do what humans can't: process 50 markets instantly and execute without fear. Why are people still trading manually? 💡 I'm giving away the exact Claude Code setup for free. 24 hours only. To get it: 1️⃣ Comment "Fable" 2️⃣ Like and Repost 3️⃣ Follow @expertwith_AI I'll DM you the complete setup.

价格可能算错了，美元换算过来的，可能我自己口算了，没有看真实的汇率。 美元的价格是这样的： • 480p：0.05 美元 / 秒 • 720p：0.10 美元 / 秒 • 1080p：0.20 美元 / 秒

啊这。人民网发文表示，呼吁媒体、教材和高校，多用词元、智能体等中文术语，少用 Token、Agent、LLM 等英文符号，其原因是它们仅作为 AI 领域单纯符号存在，不具备汉语形音义统一的特质。

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