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X @The Economist
The Economist· 2026-02-01 14:40
For Chinese leaders, playing down the benefits of Europe’s more benign social contract is a comfort. For politicians in America and elsewhere, the bloc is a source of frustration https://t.co/PlLHvaVzlT ...
X @Elon Musk
Elon Musk· 2026-02-01 12:04
RT Adam Lowisz X Meetup 🇺🇸🇵🇱🇪🇺🇬🇧🇺🇦 (@AdamLowisz)Democrats are using this as an opportunity to smear Elon. No one has done more to fight child exploitation and trafficking than Elon. He risked his life and fortune to get the Epstein files released. X routinely suspends millions of accounts for CP. ...
X @Elon Musk
Elon Musk· 2026-02-01 11:57
Legacy media lies relentlesslyX Freeze (@XFreeze):Legacy media is doing it again – manufacturing fake news and blasting it worldwidelegacy media is the worst propaganda machine on the planetEpstein had presidential‑level connections; he can contact anyone in the world if he wantedEpstein tried to pull Elon into his circle, https://t.co/WyjwuDwAUS ...
X @Bloomberg
Bloomberg· 2026-02-01 09:47
Prime Minister Narendra Modi says India's budget focuses on reducing the fiscal deficit and inflation control. Here are the winners and losers from today's announcements: https://t.co/S2cTm2TP50 https://t.co/4zOkFJy8ut ...
X @Elon Musk
Elon Musk· 2026-02-01 08:24
RT X Freeze (@XFreeze)"For a while there, I was just sleeping under my desk, which is out in the open in the factory, for an important reason. And it was damn uncomfortable sleeping on that floor always when I woke up, I’d smell like metal dustI stopped using the couch in the little conference room and just slept on the floor under my desk so that during shift change, the entire team could see meAnd that’s important because if they think that their leader is off somewhere having a good time, drinking Mai Ta ...
Space X投资人:今年的IPO将是「史上最大的造富事件」,马斯克仍被低估,火箭运力过剩催生太空数据中心
Hua Er Jie Jian Wen· 2026-02-01 07:53
这位同时投资了马斯克旗下五家公司的顶级投资人近日表示,市场仍严重低估了马斯克的价值,而SpaceX过剩的火箭运力将催生太空数据中心 这一可能的"史上最大市场机会之一"。 访谈视频亮点总结: 逆向投资的逻辑胜利: 2019年市场仅将SpaceX视为增长受限的火箭发射公司,Maguire凭借物理学背景预判了Starlink的技术可 行性,在市场普遍给出"零估值"时重仓,完成了从360亿到8000亿美金的认知变现。 "势能转换"的经营哲学: 马斯克不同于急于变现的常规CEO,他习惯在零收入状态下长期积累基础设施能力(如Gigafactory和 Starship),一旦技术跨越临界点,便会以年产百万或改写产业模型的方式释放惊人动能。 激光链路重塑全球通信: 依靠9000多颗卫星组成的真空激光通讯网,Starlink实现了比海底光缆更快的跨洲际数据传输速度,使 其从单纯的接入工具演变为承载全球长距离流量的核心数字基建。 D2D改写电信产业格局: 通过收购频谱与优化V3卫星,SpaceX的卫星直连手机技术(D2D)正处于爆发前夜,预计2028年将 实现大规模普及,甚至可能在未来五年内取代消费者固定网络成为公司最大的营收来 ...
Space X投资人:今年的IPO将是“史上最大的造富事件”,马斯克仍被低估,火箭运力过剩催生太空数据中心
Hua Er Jie Jian Wen· 2026-02-01 07:45
Core Insights - Shaun Maguire from Sequoia Capital believes that SpaceX's upcoming IPO will be "the healthiest wealth creation event in history," with the company's valuation skyrocketing from $36 billion in 2019 to $800 billion [1][12] - The market is still significantly undervaluing Elon Musk's contributions, particularly regarding SpaceX's excess rocket capacity, which could lead to the emergence of space data centers as a major market opportunity [1][4] Investment Overview - Sequoia Capital has invested approximately $1.2 billion in SpaceX since 2019, with the current value of this investment estimated at $12 billion, yielding a tenfold return [3][30] - Maguire's investment decision was initially seen as "crazy" due to the limited growth potential of SpaceX at that time, as the market had assigned zero value to its Starlink satellite network and Starship rocket [3][6] Starlink Business Evolution - SpaceX's valuation increase is primarily driven by four phases of the Starlink business: 1. Consumer network reaching 9.2 million subscribers by the end of 2024 [3][7] 2. Expansion into the enterprise market, particularly with airlines [7][19] 3. Government and defense services through the Starshield product line [7][19] 4. The Direct-to-Cell service, which is expected to have 6 million subscribers by the end of 2024 and could surpass consumer network revenue by 2028 [8][21] Space Data Center Opportunity - The space data center initiative is seen as a significant opportunity for SpaceX, as the company anticipates excess launch capacity once Starship becomes operational in 2026 [4][9] - The demand for AI data centers on Earth is constrained by power, land, and regulatory issues, creating a mismatch with SpaceX's excess capacity [9][10] Musk's Unique Business Philosophy - Musk's approach differs from conventional CEOs, focusing on long-term infrastructure development before monetization, which allows for explosive growth once technological milestones are achieved [5][10] - Maguire emphasizes that Musk's ability to integrate hardware and infrastructure gives him a competitive edge in the AI race, as physical resources become increasingly critical [10][11] Cultural Impact of the IPO - The upcoming SpaceX IPO is expected to create a constructive wealth flow, as many employees are mission-driven and have been with the company for over 15 years, focusing on the company's goals rather than personal wealth [11][50] - The culture at SpaceX is characterized by a commitment to its mission, which may mitigate the negative effects often associated with sudden wealth [50][53]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-02-01 06:46
WHY ELON IS HATED: 𝕏 IS NOW #1 IN NEWS APPSX has surged to the top of the “Top Downloaded” free apps chart in the News category, outranking Substack, Reddit, CrimeRadar, Nextdoor, and others.This isn’t just a win for the platform—it’s proof that people are choosing unfiltered, real-time truth over legacy media gatekeeping.Elon gets hated because X disrupts the old power structure: no more controlled narratives, no more suppression of inconvenient facts. When a platform built for free speech becomes the go-t ...
X @Bloomberg
Bloomberg· 2026-02-01 06:16
Indonesia allowed Grok to resume service after Elon Musk’s X gave assurances following the AI tool's ban for producing sexualized content https://t.co/cy5gAEQZS4 ...