shirish (@shiri_shh)
@shiri_shh
Generalist | AI | Tech | Startups ▪︎ Locked in ▪︎ Building
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They are putting DATA CENTERS in the ocean now.
Panthalassa, a startup from Portland, just raised $140 MILLION.
what they do: build floating platforms that sit out at sea and run AI. no power grid needed. the ocean waves make all the electricity. the seawater keeps the chips cool.
How it works: big floating balls bob up and down with the waves. that motion makes power. the power runs the AI chips inside.
backed by PETER THIEL. company now worth almost $1 BILLION.
land is running out of room and power for AI. so the next move is simple. go to the sea.
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Anthropic with frontend devs right now:
New in Claude Design: it stays on brand with your design system across projects, lets you edit directly on the canvas, syncs with Claude Code, and connects to more of the tools you already use.
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Tom Mueller. SpaceX employee #1#.
his 0.06% stake is now worth ~1.11 BILLION.
This could be the biggest IPO ever… and make Elon the first TRILLIONAIRE in history.
SpaceX is gearing up for a $1.78 trillion valuation… yeah… trillion.
$75 billion raise. largest in history. the kind of money that reshapes an entire industry.
and for once… regular people might actually get a shot at owning a piece of it.
speculated to price around June 11 under ticker $SPCX
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GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030
Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.
AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.
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Lovable CEO realizing their biggest model provider is now their biggest competitor.
Building apps has never been easier.
With Sites, Codex can turn your work, ideas, and plans into an interactive website or app your team can explore, use, and share with a URL.
Rolling out to Business and Enterprise plans, before expanding more broadly.
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this is the hottest gig economy right now
get PAID to strap a camera to your head and film yourself folding laundry, cutting fruit, watering plants. normal boring human stuff.
why? Humanoid robots need billions of hours of this before they can do any of it themselves
A YC startup called "Human Archive" is built almost entirely on this. put cameras on 1,000+ gig workers and raised $8.2M 😭
your chores are now a multi-billion-dollar supply chain.
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The laptop hasn't changed in 30 years. NVIDIA just changed it
RTX Spark is their first PC chip ever.
- RTX 5070 level GPU
- 128GB unified memory
- 1 petaflop of local AI
- thin, light, barely throttles unplugged
Your AI agent lives on the machine. 24/7. No cloud.
This is step one of the agentic AI PC, and everyone else is about to copy it.
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