与「Let_Everyone_Shine」相关的搜索结果

[#걸스데이# #Girls_day#] 오랜만에 만나는 완전체 걸스데이😍 #평창올림픽# #성화봉송# 이라는 뜻깊은 행사에 참여했습니다! 열심히 준비하셨을 모든 선수분들과 스태프분들을 응원하겠습니다👍🏻 #모두를빛나게하는불꽃# #Let_Everyone_Shine#

🍰BrownDust2 | Yuri's Birthday 🎉 It’s Yuri’s birthday—the Idol in charge of cuteness of 『E.Fairy』🎉 "Thank you all for coming to my birthday concert! Today, I’m not just everyone’s idol—I’m your idol, singing my heart out to give back even a little of all the love and support you’ve given me. Let’s make this a day to remember! Your idol, Yuri—on stage now!" Isn’t she just dazzling as she promises to be an idol just for you? Today, it’s our turn to fill her special day with love and support! Let’s fill the concert hall with cheers of “Happy birthday, Yuri!” so she shines brighter than ever. With her endless energy and charm, Yuri deserves all the love today. Let’s make her birthday unforgettable! #HappyBirthday# #Yuri#

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

📸✨ The photoshoot and birthday party are happening in the next two days! 🥰 There’s still time to sign up for the birthday event too! ✨ It’s been 10 years since I started this journey in the community — I’ve met so many people, collected so many memories. Some sweet, some bittersweet… but I’m truly grateful for everyone who is still here with me, and willing to keep walking alongside me. 💞 I hope that in the days ahead, I can continue shining in your world and earn my place in your hearts ✨ I can’t wait to see you over the next two days — let’s create new memories together! 💖 #NIKKE# #Velvet# #Cosplay# #NikkeVelvet# 明後兩天就是攝影會和生日會～🥰 生日會還能持續報名唷✨ 在這個圈子走過 10 年了，遇到了很多人、留下很多回憶。 有甜也有酸，但我真的很感謝現在還陪著我、也願意繼續陪著我的大家 希望未來的日子裡 我還能一直在你們的世界裡努力發光發熱💖 也期待能這兩天見到你們 —— 一起留下新的回憶吧！✨ #妮姬# #NIKKE# #薇爾維特兔女郎# #Velvet# #Cos#

URI is still here, still shining, and still ours. I see you, I feel your energy, and I’m fighting with you every day. Let’s keep pushing and make everyone notice us. This is just the beginning 🔥

年齢、人種、セクシュアリティに関係なく、全ての人が心も身体も健康に、笑顔になれることを目指すオンラインサロン 【SHINJIRO ATAE Official Online Salon You Only Live Once】をオープンしました！ 初めての生配信を観てくれた方もありがとうございました😊 まだ観れてないかたはアーカイブも残っているのでぜひチェックしてや🕺✨ これからここでしかみれない限定のオフショットや生配信、自分のライフスタイルの発信は勿論、みんなのおすすめの美容健康法や、英会話について、そして、メンタルヘルスやLGBTQ＋について情報交換や相談の場、一人一人が明るく笑顔に支え合っていける場所を作っていきます😄 既に参加してくれて、勇気を出して色々相談してくれている方や、それに対してアドバイスをしてくれている方、みんなありがとうー🙌 ちゃんとみているし、参考になるか分からないけど、これからもっとそこに対しての僕の考え方や気持ちもシェアしていけたらと思っています😆 今後直接1on1でのオンライントークの企画も出来ればと思ってるので、それも楽しみ🙈 全員で色んなことを学んで、1人でも多くの人がポジティブになれるように、みんなで助け合ってhappyに生きていきましょう🔥😍🫡 Regardless of age, race, or sexuality, Online Salon aims to create a space where people can smile and nurture a healthy mind and body. [SHINJIRO ATAE Official Online Salon You Only Live Once] has opened! Thank you to everyone who watched my first livestream😊 If you haven't seen it yet, there is a archived video of the livestream so be sure to check it out🕺✨ From now on, you will be able to enjoy exclusive off-shots and live broadcasts that can only be seen here, as well as information about my lifestyle. We will create a place where everyone can support each other with bright smiles, a place to exchange information and consult about everyone's recommended beauty and health tips, learn conversational English, talk about our mental health and LGBTQ+ issues😄 Thank you to everyone who has already participated, had the courage to consult with the community about various things, and to everyone who has given advice🙌 I've been watching it closely, and I don't know if it will be helpful, but I hope to share more of my thoughts and feelings about different topics in the future😆 I'm thinking about planning direct one-on-one online talks in the future, so I'm looking forward to that too🙈 Let's all learn new things and help each other create a happy life for ourselves and spread positivity to as many people as possible🔥😍🫡

Just want to let everyone know I have been released and I am good,healthy and ready to go . I want to thank everyone in Abu Dhabi for your help in resolving this matter. I love visiting Abu Dhabi and am happy to be welcomed. I do hope that they release everyone - i would not press charges. I want peace and the best for all. Thanks everyone for your love and support🦾