Is it possible to model the price of Bitcoin if demand increases 10x. I would say this is 100% feasible. If we think about the transparency of Bitcoin starting from the supply side, you already have a 21 million supply cap that is that can be 100% verified onchain.You have a hard-coded inflation schedule. So, your supply side is already built on definite information that you can model out. In terms of the demand side, this one I believe will be a lot more dependent on how you choose to grow out your demand ...

Industry Shift - AI 和 LLM 掌握世界知识，教育行业面临重大转变 [1] - 学校和大学的角色将从提供信息转变为创造人际连接和情感成长的空间 [1] AI Disruption - AI 智能体正在颠覆教育 [1]

Competitive Landscape - Whimo's ridership model relies on partnerships with companies like Uber, while Tesla can leverage its existing user base through an opt-in Airbnb-like model [2] - Tesla's ability to incentivize users to add their cars to the fleet during peak hours provides a significant advantage over Whimo's fixed fleet size [3] - Scale is a key differentiator, with potentially 30,000 Teslas versus 1,000 or fewer Whimos in a city like San Francisco [1] Operational Efficiency - Whimo aims to optimize vehicle utilization to match peak demand, focusing on efficiency [2] - Tesla can maintain a base level of vehicles and supplement with user-provided cars during rush hours [3] Demand Management - The transportation market experiences peak demand during rush hour [2] - Tesla can incentivize users to provide vehicles during peak hours [3]

If you see somebody who you want to engage with that's well-known or famous or experienced or even maybe they're not wellk known and experienced but you look at them and you say well that's a person that I think I could learn something from. The best way to start to engage with them is not to walk up to them and say will you be my mentor or you know will you spend time with me or will you have coffee with me. Uh, and that's a particularly unhelp in ineffective way to get someone's attention, especially if t ...

Autonomous Vehicle Technology & Market Dynamics - The discussion centers on the future of robotaxis, particularly Tesla's advancements in autonomous vehicle technology compared to Waymo [1] - Tesla's data advantage and production capabilities are key factors in the robotaxi rollout [1] - The conversation explores market dynamics, consumer behavior, and potential partnerships in the ride-hailing space [1] - The autonomous vehicle industry faces challenges and opportunities [1] Regulatory Landscape & Rollout - The regulatory landscape significantly affects the rollout of robotaxis [1] - There is a shift in robotaxi regulation from state to federal [1] Tesla's Strategy & Potential - Tesla's potential robotaxi launch is a key focus [1] - The discussion includes whether Tesla will stick to the June 22 launch date [1] - There is a debate on whether Tesla's self-driving technology is impressive [1] - The expansion of robotaxis to multiple cities is considered [1] - The possibility of Tesla partnering with Uber is explored [1]

there's an ask arc what are the longerterm opportunities for SpaceX across its businesses. uh and we actually just released an open- source valuation that dives into this and in this it's largely driven by Starlink and so that's their internet uh constellation of satellites and then longer term we look at Mars which is really the end goal of SpaceX and so you know Mars quite speculative but we think they'll launch Optimize Optimus robots there who will start to build out assets and uh set the groundwork inf ...

So here you can see home sellers versus home buyers and there's a a big imbalance developing here suggesting that the market is very weak and that the buyers are probably not going to move unless they have a good reason. Either interest rates come down or prices come down and you can see here what's going on with volume very low by historical standards. I can tell you in in the late 70s when I was in college and started in this business, this metric was at five million units.And to see it at 4 million now a ...

Infrastructure Development - Starlink provides internet infrastructure to communities lacking fiber optics or government investment [1] - This enables internet access in previously unconnected regions at low friction and cost [1] Financial Infrastructure - Stablecoins provide financial infrastructure to regions lacking formal property rights or digital infrastructure [1] - Crypto and blockchain rails enable financial transactions via smartphone [1] - These transactions are frictionless, similar to Starlink's internet service [1]

Stablecoin Definition and Types - Stablecoins are tokens minted on-chain pegged to a dollar value, leveraging blockchain benefits without the volatility of cryptocurrencies like Bitcoin [4] - There are two main types: reserve-backed stablecoins (e.g., Circle, USDT) with claims to underlying reserves, and collateralized debt positions (e.g., DAI) requiring over-collateralization [5] Market Dynamics and Dominance - Stablecoins reinforce the US dollar's dominance, as Bitcoin and Ether are often quoted in USD-denominated stablecoins, creating demand [7] - Tether and Circle dominate the market with approximately 85% market share, with Tether having a market cap of about 160 billion and Circle around 60 billion [10] - Circle is more regulated, especially with its IPO and the Genius Act in the US, while Tether operates overseas with a different user base and is not fully backed by Treasury bills or cash [11] Use Cases and Adoption - Stablecoin usage has expanded beyond speculation, with real adoption in emerging markets as a store of value and for commerce [7][8] - Stablecoins can provide financial infrastructure to regions lacking formal property rights, enabling financial transactions via smartphones [21] Business Model and Revenue Streams - The primary business model involves reserve backing, where issuers earn revenue from yield-bearing T-bills in their reserves [26] - Additional revenue streams include transaction fees, redemption fees, and tokenized money market (USDYC) take rates [26][29] - Circle is developing a Circle Payment Network (CPN) for cross-border payments with compliance modules, targeting financial institutions and fintech companies [29][30] Future Trends and Convergence - Stablecoins are likely to be the rails for AI agent transactions due to their programmability, finality, and digitally native nature [33][36] - The Genius Act may prevent big tech companies from launching their own stablecoins [15] - The total stablecoin supply is projected to reach approximately 1.4% to 1.5% trillion in the next 5 years, indicating exponential growth from the current 250 billion [45] Risks and Concerns - Risks include the potential for de-pegging and liquidity issues, as seen during the Silicon Valley Bank crisis when USDC de-pegged to 85 cents [38] - Privacy is a concern, as stablecoin transactions on blockchain rails are not fully private, and Circle can freeze accounts for illicit activities [40][41]

Well, that big beautiful bill is causing a bit of a ruckus out there, as I'm sure you all know, with President Trump and Elon Musk uh having having different points of views. I think the way this is evolving is Elon, Tesla, and investors understand, are beginning to understand more and more just how much the government has control here. SpaceX has $22 billion in contracts, government contracts.Regulation will impact the transportation sector. We are hoping that the regulation for autonomous taxi platforms t ...