Holy shit, Elon just said @SpaceX could exit 2027 with an ARR of somewhere between $500 billion to $1 trillion. 😱

Holy shit, Elon just said @SpaceX could exit 2027 with an ARR of somewhere between $500 billion to $1 trillion. 😱

$IREN CEO Dan Roberts says "a wider spread barely moves the economics" because customer prepayments of ~50% combined with GPU-backed financing at ~8% have covered 96% to more than 100% of GPU costs on recent deals with paybacks of ~2 years. And with 2026 capacity largely sold out, recent contracts priced at more than double last year's levels and 2027 demand already exceeding available supply several times over Roberts says "signing deals isn't the bottleneck in this market but bringing GPUs online is."

Get ready! Something you’ve been waiting for is coming tonight...

$IREN keeps sponsoring sports teams. What am I missing? Does $IREN sell jerseys or sneakers? We’re an AI infrastructure company in a capital-intensive buildout that requires billions in funding. Why spend heavily on sports sponsorships instead of prioritizing growth? Dan Roberts, I’m sure you’ve seen these concerns. Step up and explain the strategy, the costs, and the ROI. Shareholders deserve answers.

Optimus and Cybercab will be the vast majority of Tesla’s value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power and mass to space. And, of course, if you have the first two, the rest will follow. But Roadster is super cool, so we’re doing it anyway.

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.

BREAKING: Education protesters reportedly loot Apple, Louis Vuitton, & Hermès stores across France.

Optimus and Cybercab will be the vast majority of Tesla’s value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power and mass to space. And, of course, if you have the first two, the rest will follow. But Roadster is super cool, so we’re doing it anyway.