Sources: SpaceX Q3 call, Elon at 0:10:11 and 0:10:55: xitter.cf/SpaceX/status/21126417… Starship specs, spacex.com: spacex.com/vehicles/starship… Flight 5 booster catch, ship splashdown and heat shield work, Space.com: space.com/spacex-starship-fl…
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好条件が出たので株価上昇❗️皆さん、わかりやすい😅 #スペースX
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Replying to @benjitaylor
@benjitaylor @singhai @dinkin_flickaa @striedinger Team, to make video on X more useful, please make it more like YouTube. Add 'J' and 'L' as keys to -10s and +10s besides 'K' for play/pause (which you already have). And allow offline download for Premium users, like YouTube does.
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Replying to @elonmusk
@elonmusk discussing ~20GW of power next year, I see 2 paths: 1. xAI could supply Colossus with temporary “virtual pipeline”, liquefy gas near a pipeline with spare capacity, truck the LNG in, recover some cold for cooling gpus, then burn the gas for power. Also seems likely @SpaceX builds custom gas turbines 2. As mentioned on the call, distributed compute is the second option to reach 20GW. 18 wheeler modular compute packets w cooling / power systems built in and plug directly into a high voltage line + can link together to multiply capacity. Starlink on the roof. Leveraging a SuperCharger could be an option, but my guess is a parking lot near a power plant and putting 20 or so 18 wheelers is more seamless, better balance of scale
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Q3 2026 Financial and Operational Results
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On a 2-hr drive and going to watch this.
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6 month payback period for building compute at scale is insane. Nvidia and SpaceX are printing money with these huge clusters
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SPCX represents one of the most exciting companies I've seen in my 25 yrs of investing professionally. I highly recommend having a listen. 2027 will be a fascinating year in both Space and AI.
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スペースX チーム 素晴らしい $SPCX
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To develop an understanding of what the future could be like it's necessary to understand what SpaceX is doing and what it's planning to do in the long term. $SPCX
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