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🚨@FabrizioRomano EXCLUSIVE: #FCBayern# open talks with Ismael Saibari as potential new winger! Discussions started after Gordon deal off, Saibari is appreciated and waiting to understand pricing from PSV. Saibari, keen on joining Bayern this summer.
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地狱厨神被亲妈制裁 Gordon's wasn't even cooked!
Dakota Johnson photographed by Gordon von Steiner for Calvin Klein. 📷
Went to another @GordonRamsay restaurant today! Yummy as always!
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明日はラストday❣️ 13時と、16時〜DJします😘 みんなで楽しみましょー🥰 #オートサロン2020# #gordon# #dj# #幕張メッセ#
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今日は来てくださった皆様ありがとうございました😊 明日、あさってもよろしくお願いします❣️ 13時と、16時〜DJします😘 #オートサロン2020# #gordon# #dj#
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1月10日11日12日は、 幕張メッセで開催されるオートサロンでDJしまーす❣️ 遊びにきてねー😋💓 #オートサロン2020# #gordon#
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There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.
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AI PPT赛道终结者,史上最最最强 PPT Skill:图片PPT转可编辑PPTX文档 我打磨了2个周的新技能:使用GPT生成豪华的图片格式PPT,然后转换为完全可编辑的PPTX文件,效果几乎完美。 Github: 技能包里包含3个技能,可以分别使用 GordenImagePPTGen:生成「图片格式的 PPT」 GordenImage2PPTX:把「图片 PPT / 图片」还原成可编辑 pptx GordenSuperPPTSkill:打包编排前两者,依次执行
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2026中文圈最值得关注的10位AI博主 关注后信息密度直接拉满,90%前沿干货一网打尽! 1、@dotey(宝玉):Prompt工程专家和大模型野生中文文档组组长,擅长熬夜拆解OpenAI最新论文并转化为最接地气的实用指南。 2、@Jason23818126(摸鱼局长):AI/Web3/美股超级个体实验者,用“低成本观察世界、高杠杆改造生活”的实战笔记分享认知、工具和赚钱机会。 3、@vista8(向阳乔木):AI资讯超级传感器,以产品经理视角深度解读全球AI动态背后的商业逻辑和真实价值。 4、@op7418(归藏):AIGC周刊创始人,专注AI图像视频生成领域的顶级玩家,能用几行指令把审美上限拉满并分享实战经验。 5、@oran_ge(Orange AI):AI自动化流顶级架构师(MarsWave CEO),擅长搭建Agent矩阵把繁琐工作干碎,是提效界的Alpha玩家。 6、@AI_Jasonyu(鱼总聊AI):AI出海&SaaS独立开发实战派,8年产品经验专注分享AI工具、海外增长、eSIM实操和自然流量变现干货的超级个体博主。 7、@Pluvio9yte(雪踏乌云):AI编程、Prompt、Agent与OpenClaw生态深度玩家,独立SaaS创业者,专注AI工具自动化、生产力提升和创业经验分享的实战干货博主。 8、@Gorden_Sun(Gorden_Sun):AI资讯日报和前沿动态整理专家,适合追踪新模型、新产品和行业热点的一手信息源。 9、@goocarlos(Luyu Zhang):AI应用构建与LLM Agent落地专家,专注分享无代码AI工具开发、产品趋势和工程实践的高价值博主。 10、@Smartpigai(Smartpig):00后大厂程序员、AI实践者兼Web4布局者,在AI和Web4交叉点深耕技术、聚焦赚钱路径,拒绝无效内耗的实战博主。 建议全部关注起来噢
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