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Rising inflation and a 30% jump in oil prices are dampening global growth, but leaders of the world's top economies are unlikely to blame President Trump for the war-driven slowdown when they meet in France to discuss the economy

Rising inflation and a 30% jump in oil prices are dampening global growth, but leaders of the world's top economies are unlikely to blame President Trump for the war-driven slowdown when they meet in France to discuss the economy. More here:

ELON MUSK: The only way to reach 1,000 terawatts of AI power is a mass driver on the Moon. "In order to get to 1,000x from a terawatt per year. The only way that we can really achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics and radiators on the moon, maybe you bring the chips from Earth, or you could conceivably make the chips on the moon, and but you need most of the mass to be made on the moon, so you don't have to transport it to the moon from Earth, and then because the moon has no atmosphere and only 1/6 Earth's gravity, you can accelerate the AI satellites into deep space without a rocket, so you can basically shoot them into space using an electromagnetic gun, like a, like a rail gun type. I mean, just, it's basically a linear electric motor, as a way to think about it."

A Model Y driver started experiencing a medical emergency with chest pain mid-drive & called his son. His son then remotely rerouted the car – which had FSD Supervised enabled – to the nearest hospital & let them know the vehicle was en route. ER staff were standing by on arrival. Doctors later confirmed the quick reroute likely saved his life.

I don’t think anyone can fully understand the concept of what @SpaceX is going to achieve. • Al Satellites are deployed • Starship Full Reusability and Scale • Humanity becomes a multiplanetary species • Terafab factory producing AI chips • Moonbase w/ Mass Driver • Billions of Starlink users • Starlink Mobile (5G Direct-to-Cell) • TW-scale orbital compute powering the singularity Etc, etc. Like Elon has said, Energy will become the true currency. I believe it.

SpaceX 15-Year Investment @elonmusk My evaluation of a long-term bullish investment for SpaceX based on a 15-year investment horizon. The evaluation assumes SpaceX evolves beyond aerospace into a global infrastructure platform spanning communications, defense, transportation, AI infrastructure, and the emerging space economy. Key Value Drivers - Starlink broadband growth
- Direct-to-cell mobile connectivity
- Government and defense contracts
- Starship and launch-cost reduction
- Orbital infrastructure
- Lunar and Mars logistics
- Future industries enabled by low-cost access to space An extremely important development is the impact of large AI infrastructure contracts on the valuation of SpaceX. A key component of the bullish investment thesis is that the market may be underestimating the value of recurring AI compute revenue when compared with traditional launch and satellite communications businesses. Google AI Infrastructure Contract Recent reports indicate that Google entered into a computing capacity agreement with SpaceX valued at approximately $920 million per month. If maintained over the reported contract period, the agreement represents nearly $30 billion of contracted revenue. Anthropic Contract In addition to Google, reports indicate that Anthropic entered into a compute-capacity agreement valued at approximately $1.25 billion per month. Together, the Google and Anthropic contracts imply annualized revenue of approximately $26 billion. Why This Matters Many investors continue to value SpaceX primarily as a launch company and satellite communications provider. However, these AI-related contracts suggest the emergence of a third major business segment: AI infrastructure and compute services. Potential Strategic Position If SpaceX successfully integrates launch services, Starlink communications, AI infrastructure, and future orbital computing capabilities, the company could evolve into a hybrid of a cloud infrastructure provider, global telecommunications company, defense contractor, and transportation platform. Investment Implications Recurring infrastructure revenue generally receives higher valuation multiples than project-based revenue streams. Consequently, sustained growth in AI infrastructure revenue could materially alter the market’s perception of SpaceX and support valuation frameworks significantly above those used for traditional aerospace companies. Bull Case SpaceX becomes the dominant communications and transportation infrastructure provider for Earth and near-Earth economic activity. Starlink achieves global scale, Starship reaches full operational capability, and multiple new industries emerge around orbital infrastructure. Base Case SpaceX remains the global leader in launch services and satellite communications while generating strong growth from Starlink and defense-related revenue streams. Bear Case Growth continues but at a slower pace due to regulatory, competitive, technical, or capital allocation challenges. Comparison with Historic Winners Historically, Amazon, NVIDIA, Apple, Microsoft, and Tesla created extraordinary shareholder wealth by becoming platform companies rather than remaining confined to their original industries. The bullish SpaceX thesis assumes a similar transition. Key Risks The principal risks include execution risk, regulatory risk, geopolitical factors, competition, slower-than-expected adoption of space-based industries, and the possibility that SpaceX enables large industries without capturing most of the resulting value. Conclusion The bullish investment thesis is that SpaceX is transitioning from a launch and communications company into a foundational infrastructure platform serving communications, AI, defense, and future space-based industries. If successful, this transition could support valuation outcomes substantially above conventional aerospace benchmarks A bet on technological progress, and the emergence of a large space-based economy

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🇺🇸 SEC Chair Paul Atkins said his drive over the last 14 months has been to "Make IPOs Great Again." Atkins said the real story is the companies in the pipeline and "how we need to make our markets more predictable and attractive and practical for companies to go public." 📊

Here’s almost everything we know so far about the Tesla Cybercab: • 48 kWh battery pack (4680 cells) • 165 Wh/mi efficiency • Front-Wheel Drive • AC permanent magnet front motor • 163 kW / 219 hp • 3,118 lbs curb weight • Unboxed Manufacturing Process (target cycle time under 10s) • No steering wheel or pedals • Two-seater with powered butterfly doors • Expected ~300 miles of real-world range • Wireless Charging Capabilities (backup charge port in the rear bumper) • Automatic camera washers on all exterior cameras • Color-injected body panels (no paint shop required) • Staggered wheels (215/60R18 front and 225/60R21 rear) • 21" Main Display w/USB-C ports • Seats are wheelchair-height for easy access • LED Ambient Interior Lighting • Braille on key door handles, and emergency stop buttons for visually impaired/blind people Elon has confirmed on multiple occasions that you will indeed be able to buy one for personal use.