Architect @connerperryarch 📐 embracing Ai art, Tesla and $TSLA. Cheap abundant energy = prosperity. American Organic Architecture. $BMNR $ETH $BTC

Los Angeles, CA
Joined February 2009
Introducing the New Lower Terrace at Club James! Check out the latest stunning addition designed by Conner + Perry Architects. This space elevates the iconic Club James experience, blending modern design with breathtaking views. @ConnerPerryArch
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Napkin math: $500B–$1T revenue at 40% margins is $200–400B profit. At $2.2T, SpaceX trades at 5–11x 2027 earnings.
Elon Musk: "SpaceX annual recurring revenue by the end of '27 is somewhere between $500 billion and a trillion." That's roughly 9 to 17x today's run rate. $SPCX
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At a conservative 30x P/E for a still-growing tech company, that's $6–12T, or 2.7–5.5x today. The 40% margin is for AI compute revenue only, not SpaceX's other income.
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A folded concrete plate rises out of the dune and lifts toward the sea over a glass room. A boardwalk crosses the grass to the door.
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Great things should be applauded.
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.
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A fieldstone hearth anchors the house, and one concrete shell cantilevers from it in two wings over the valley. Stone steps climb the meadow in.
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Trump accounts just got a lot more valuable for America's children.
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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Each future share of SpaceX could produce income as a dividend indefinitely and that value could be significant. xitter.cf/elonmusk/status/211209…
Replying to @IterIntellectus
*universal high income
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Lautner Castle. Concrete stairs fold down into the Cavern
Lautner Castle. Concrete stairs drop toward the Cavern, past a wood slat screen tucked under the concrete overhang. Photo: Joe Fletcher conner-perry.com/lautnerscas…
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The living room hangs under a concrete arch over a dry arroyo. The view is great until the creek comes back to visit.
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Robotaxi has to be widespread before it moves the needle. At 100K to 200K units it's about $5B to $10B in profit. That's real, but small next to Tesla's market cap. It needs millions of units to be worth trillions more.
Napkin Math: 2M Robotaxis × $80k/year = $160B revenue @ 60% margins = $96B profit Just from Robotaxi 👀 $96B × 30 P/E = $2.88 trillion
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One concrete ribbon skips along the lakeshore in two arches, glass open to the water beneath. A gravel path leads in; steps drop to the dock.
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A copper leaf of a roof rests lightly on the glass line in a woodland clearing. A footbridge crosses the brook to a room open on the meadow.
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Lautner Castle from below. Board-form steps climb under the pool's curved concrete belly.
Lautner's Castle. From the lower garden path, board-form concrete steps climb beneath the curved underside of the pool cantilever. Photo: Joe Fletcher conner-perry.com/lautnerscas…
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One concrete shell springs from a cleft in the boulders and sweeps out toward the mountains. A small footbridge crosses the wash to the door.
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One cedar ceiling, kitchen to garden. Warm wood and full-height glass doing the work.
Venice Beach Contemporary Craftsman. Kitchen and dining under one cedar ceiling, open to the garden through full-height glass. Photo: Elizabeth Daniels conner-perry.com/vbcc
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Secret formula of Roman concrete that allowed it to last so long.
Roman concrete could repair its own cracks. Some Roman buildings have stood for 2,000 years, while modern concrete can start to crumble within decades. For a long time, scientists did not fully understand why. The Romans made their concrete from lime, water and volcanic ash from the area around Pozzuoli, near Naples. The ash reacted with the lime and created a material that grew stronger over time instead of weaker. In 2023, a team from MIT led by Admir Masic found another piece of the puzzle, small white lumps of lime scattered through the concrete. Scientists had always thought these lumps were a sign of careless mixing. In fact, they were the repair kit. When a crack forms and rainwater gets in, the lime dissolves and refills the crack with new mineral, sealing it from the inside. The secret was “hot mixing.” Instead of using slaked lime, the Romans added quicklime directly to the mix. It heated up as it reacted with water and left these lumps behind on purpose. To test the idea, the team cracked samples of concrete made with the Roman method and let water run through them. Within two weeks, the cracks had sealed completely. In concrete made without the lime lumps, the water kept flowing. Roman harbour concrete went even further. Pliny the Elder wrote that once it touched the waves, it became a single block of stone that grew stronger every day. In 2017, geologist Marie Jackson showed he was right, seawater slowly grows rare crystals inside the concrete that hold it together.
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Balancing light in a library: enough to read by, soft enough to stay a while.
Rustic Canyon. A library and media room open to the garden: velvet, wood shelving, and floor-to-ceiling glass onto the palms. Photo: Taiyo Watanabe conner-perry.com/rustic
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One concrete shell springs from the dune and cantilevers toward the sea. Glass opens to the gap; a boardwalk winds in through the grass.
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