Palihapitiya recalls Swarm founders continuing after FCC cease and desist rather than shutting down before SpaceX acquisition.
“I remember like before Sarah and Ben sold Swarm to SpaceX, we got a cease and desist letter from the FCC.”
Palihapitiya values SpaceX's Starlink as the most important internet infrastructure project since the internet itself.
“So what am I buying? Well, I'm buying probably the most important Internet infrastructure project that's happened since the Internet itself.”
Palihapitiya explains SpaceX's revenue creates a capital moat that accelerates technology and execution moats in a flywheel.
“Because what he creates is a capital moat that then accelerates a technology moat that then accelerates an execution and a learning moat.”
Palihapitiya predicts Tesla will eventually be merged into SpaceX, combining physical movement and AI capabilities.
“And as I've told you, that will get merged in. And now you have this incredible corpus of physical capability, movement of all kinds, x, y, and z.”
Palihapitiya argues Elon structured Cursor acquisition timing to get 50% discount as SpaceX doubles from trillion to two trillion.
“So when the deal gets done on a stock for stock basis, it's going to be again, if it's 60,000,000,000 in tomorrow dollars, effectively, Elon's gotten a 50% discount.”
Palihapitiya predicts Elon will launch integrated mobile phone service bundled with Starlink and other services direct to consumers.
“I would like to give you an incredible new mobile phone service. It's integrated with all of these other services that you need.”
Palihapitiya notes SpaceX facing 34% short interest, recalls Tesla shorts went broke in early days
“@zerohedge this happened in the very early days of tesla as well. they went broke.”
Palihapitiya notes SpaceX facing 34% short interest, recalls Tesla shorts went broke in early days
“@zerohedge this happened in the very early days of tesla as well. they went broke.”
Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
“Power is THE binding constraint. Data centers are being shut down, GPUs are sold out, models are being commoditized and spot rates are rising all leads to power being critical. Not fanciful plans for power, future forecasts of BTM or distributed batteries blah blah blah but https://t.co/h0zPeqXtcO”
Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
“Power is THE binding constraint. Data centers are being shut down, GPUs are sold out, models are being commoditized and spot rates are rising all leads to power being critical. Not fanciful plans for power, future forecasts of BTM or distributed batteries blah blah blah but https://t.co/h0zPeqXtcO”
Palihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
“@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.”
Palihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
“@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.”
Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
“Power is THE binding constraint. Data centers are being shut down, GPUs are sold out, models are being commoditized and spot rates are rising all leads to power being critical. Not fanciful plans for power, future forecasts of BTM or distributed batteries blah blah blah but https://t.co/h0zPeqXtcO”
“Speaker lineup for this year’s Summit is 🔥 https://t.co/ZA3yREULfc”