IPO price. $135

Retail. Process.

Allocation. Confirmation

Gavin Baker on 4th largest cloud ahead of Oracle.

Jensen likes to give GPu’s to people that can use them

Brad Gerstner on how “smart” people lose money. Price target lower by $20. 🤣

Antonio Gracias on SpaceX. $70b stake. Owned by firm. But he’ll hold.

Great interview here.

What is the Kardashev scale
Why use Chop Sticks. Less weight for legs.
Need massive and FAST reusability. Like an Airplane. Seems obvious.
- Heaviest, largest flying object. V3 is 2x Saturn 5. V4 5x thrust of Saturn.
- Expect it to be flying hourly. Like a plane.
Local production of “heavy mass objects” on moon.
- In short need to “mine”. Though he didn’t say that.
Will launch satellites into orbit from moon. Near zero cost to launch.

Gavin Baker interviewing Bret Johnson CFO of SpaceX

Lowest cost by kg to space and 10x improvement with Starship.
The core of the company is launch capability.
Holy grail is rocket reusability.
Logical extension. Dat center in space
- No regulatory
- 5x more efficient energy.
- Free cooling.
- No land to buy or lease.
- Kind of doing it already with StarLink Satellite.
- Wingspan 100 yards

1 | Regulatory / Land / Siting | Avoids NIMBY issues and land leases. No “data center in my backyard” problems.
2 | Power / Energy | ~5x+ more energy per solar cell in space (no atmosphere/clouds). Cheaper cells possible (no glass needed in vacuum). Continuous power in proper orbit.
3 | Cooling | Radiative cooling in space is simple and passive (extends Starlink tech). Much easier/cheaper than complex liquid cooling and plumbing on Earth.
4 | Cost Trajectory | Space costs trend down over time (silicon + manufacturing scale/Moore’s Law). Terrestrial data center costs trend up (power, cooling, land, regulatory

Here is some perspective on launch capacity and payload of Starship.