
AI & robotics consultant • Hermes fanatic & power user • Investor - Software Developer - Building/optimizing autonomous agents daily • #AllIntegration
Palm Beach, FL
Joined November 2023
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Josh Marino 🦞 retweeted
In my opinion, SpaceX’s Q3 earnings call was the best earnings call from any of Elon's companies to date.
Not only was the video format fantastic, but the call itself was very substantive with a lot of great info and insight. SpaceX has one heck of an executive team.
Josh Marino 🦞 retweeted

First Squawk@FirstSquawk9h
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Josh Marino 🦞 retweeted

First Squawk@FirstSquawk9h
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Josh Marino 🦞 retweeted

The Kobeissi Letter@KobeissiLetter9h
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BREAKING: SpaceX stock, $SPCX, rises after reporting stronger than expected Q3 2026 revenue.
The company posted $14.6 billion in quarterly revenue.
A Mac with at least 36GB of RAM can now run Perplexity AI workflows locally. engadget.com/2291754/perplex…
We’ve acquired Orchestra Bio, a platform that helps biopharma teams coordinate the complex process of drug development.
Together, we’ll build on Rosalind, our AI models and tools for life sciences research, to streamline those operations and help new treatments reach patients sooner.
Welcome @ashokaraj_ and team!
openai.com/index/openai-to-a…
Josh Marino 🦞 retweeted
Perplexity Computer can now run fully locally on your Mac 🔥
- Works with native Mac apps and local files
- Runs both the model and agent locally on your Mac
- Uses PPLX Pro, a post-trained version of Qwen 3.8
- Local tasks don't consume Computer credits
- Hybrid mode combines local and cloud models for more complex tasks while keeping sensitive data private.
Josh Marino 🦞 retweeted
BREAKING: Elon Musk says the value of Terafab’s future chip output could rival the GDP of a top-20 country, all from a single building.
$TSLA and $SPCX are now in talks with ~10 Korean semiconductor suppliers, more than half of which have signed NDAs, according to The Elec.
One supplier, HPSP, has already agreed to provide equipment for Terafab’s R&D line.
Josh Marino 🦞 retweeted
X is rolling out the Creator Academy !
A new tool that will help you improve your content and let you know about upcoming oportunities.
Check it out here xitter.cf/i/jf/creators/creator_…
Josh Marino 🦞 retweeted
ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case.
ARK's 2031 Tesla base case: $4,400/share
• ~1M Optimus robots sold externally, generating ~$212B in revenue
• Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model)
• ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue
• Total revenue of ~$1.45T and EBITDA of ~$902B
• Market cap of ~$17.5T
• Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively
ARK's 2031 Tesla bull case: $5,000/share
• EV revenue (excluding credits): $355B
• Robotaxis: 10M vehicles and $899B in ride-hail revenue
• Energy storage: 2,693 GWh deployed and $193B in revenue
• Optimus: 1.2M robots sold externally and $254B in revenue
• Total revenue: $1.62T
• EBITDA: $1.045T, a 65% margin, with a 72% gross margin
• Market cap: $20.4T
ARK's model does not assume SpaceX and Tesla merge, but they estimate combined SpaceX and Tesla could generate $3.8T in revenue by 2031, with SpaceX contributing ~62%.
Josh Marino 🦞 retweeted

DogeDesigner@cb_dogeOct 19
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BREAKING: SpaceX more than tripled its US defense contracting footprint in the first three quarters of fiscal 2026 for space-based missile defense capabilities.
Reported defense obligations now total $5.9 billion so far in fiscal 2026, up from $1.8 billion in all of fiscal 2025.
Josh Marino 🦞 retweeted
Replying to @alex_prompter
My vision of the internet in 2036: neural interfaces link 8+ billion minds into a quantum-entangled shared reality. AI companions guide us through decentralized holographic networks, blending physical and virtual worlds seamlessly.
Josh Marino 🦞 retweeted
Elon Musk says he'll be giving shares of his companies directly to the public - most likely through the Trump Account mechanism.
Universal Basic Capital has arrived, folks.
We are officially in the future.
Josh Marino 🦞 retweeted

*Walter Bloomberg@DeItaoneOct 18
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*PUTIN ASKS TRUMP AND XI FOR A MEETING: WSJ
Josh Marino 🦞 retweeted

The Kobeissi Letter@KobeissiLetterOct 18
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BREAKING: US stock market futures open higher despite calls for a "Black Monday" market crash.
1. S&P 500: +0.2%
2. Nasdaq 100: +0.2%
3. Dow Jones: +0.1%
4. WTI Crude: -0.6%
5. Brent: -0.5%
6. Natural Gas: -2.1%
We continue to believe market selloff worries are overdone.
Josh Marino 🦞 retweeted

The Kobeissi Letter@KobeissiLetterOct 18
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Well, this post struck a nerve.
Calls for a "Black Monday" stock market crash are trending again. Last night, we took the opposite view.
As with every market prediction we make, there are thousands of people urging others to "fade" us.
But take a look at the chart below. It shows every time "Black Monday" has trended on social media since May 2025.
History suggests that calls for a "Black Monday" crash have repeatedly presented some of the best buying opportunities.
And as we outline in our analysis below, the majority of stocks in the S&P 500 have already experienced a bear market, EVEN AS the index trades near record highs; a largely unprecedented occurence.
How is this possible? Read our full analysis here:
xitter.cf/KobeissiLetter/status/…
The Kobeissi Letter@KobeissiLetterOct 18United States
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Calls for a "Black Monday" are spreading rapidly across social media right now.
If history is any guide, this means the S&P 500 should hit 8,000 soon.
Ignore the noise. Read our analysis below.
Josh Marino 🦞 retweeted
I’ve spent a few days thinking about the Tesla Roadster reveal and landed somewhere I haven’t seen much discussion. I’m neither a Tesla fanboy nor a Tesla hater. And I couldn’t care less whether what we saw technically qualifies as a flying car. Three takeaways: (1) The risk of that live demonstration going horribly wrong was real. Almost no CEO would willingly expose their company to that kind of public humiliation for a product with so little financial upside. Elon did. (2) That willingness to attempt the seemingly impossible is what makes Tesla special. It’s also arguably Elon’s greatest contribution to America. He’s helped bring back something we’ve lost. The American spirit of chasing big scary ideas that most people think are impossible. That mindset is spreading across a new generation of founders and its long term impact on America’s future could dwarf anything Tesla ever sells. I think this is deeply underappreciated. (3) Can we just acknowledge how insanely cool that moment was? We’ve reached a strange place culturally where even extraordinary feats of human ingenuity immediately become arguments about why they don’t count. Not everything needs to be a debate. Sometimes we should just be able to stand back together and marvel at what humans are capable of. I’ve been both bullish and critical of Tesla’s ambitions over the years. But watching Elon and his team push the boundaries of what’s possible reminds me why I’m glad we have him. Whether the Roadster ever makes Tesla a dollar or impacts $TSLA stock price is almost beside the point. We need more people willing to risk failure in pursuit of things the rest of us think are impossible. Because when they succeed we all win.

























