ELON MUSK: The Future of AI Compute Lies in Space, Not on Earth.“Once you think in terms of harnessing the Sun’s power, you realize scaling massively on Earth is impossible. The entire US averages just ~0.5 TW of electricity. A single terawatt—twice that—requires enormous power plants, transformers, and infrastructure that’s extremely hard to build and scale.Solar is already cheap, but in space it’s ~10x cheaper: constant sunlight, no batteries needed. The moment low-cost access to space arrives, the cheape ...

Core Insights - The article emphasizes the importance of understanding investment strategies, asset allocation, and market conditions globally, particularly in the USA [1] Investment Strategy - The investment philosophy focuses on finding Growth at a Reasonable Price (GARP), inspired by investor Peter Lynch, which seeks businesses with strong earnings growth at reasonable valuations [1] - The analysis includes sectors such as Financials, Aerospace/Defense, and Software, as well as growth sectors like Technology (AI, Cybersecurity, Cloud, Fintech), Healthcare (Biotech, Digital Health), Energy Transition (Renewables, EVs, Green Manufacturing), and Advanced Industries (Robotics, Space, Advanced Manufacturing, Future Mobility) [1] Market Trends - The article highlights the impact of digital disruption, sustainability, and evolving demographics on investment opportunities [1] - Insights are drawn from global interactions across various trading desks in major financial hubs, indicating a comprehensive understanding of worldwide market trends [1]

Core Insights - Upstart's shares have significantly declined from over $80 to the $30 range in recent months, indicating a challenging market environment for the company [1] Company Overview - Upstart is a technology-based growth stock that has faced a rough period, particularly since last summer, with a notable drop in share price [1] Investment Perspective - The focus is on identifying under-evaluated investment opportunities in small or micro-cap companies, particularly in technology sectors such as renewable energy and new mobility [1]

ELON MUSK: "It's harder to scale on ground than to scale in space. Solar panels can do 5 times more power in space. It's much cheaper to do there. My prediction is the cheapest place to put AI will be space in 36 months. Most economically compelling place to put AI will be space" https://t.co/VVrp2WWdvvElon Musk (@elonmusk):If only there were a company that could do this 🤔 ...

Crew-12 on the Dragon spacecraft flying them to space https://t.co/XjEAi9JBwh ...

Elon Musk on data centers in space“The next step beyond Earth data centers is our orbital data centersWe'll be launching with @SpaceX orbital data centers at the 100 to 200 gigawatt per year level. Not cumulative; I mean per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from EarthBut what if you want to go beyond a mere terawatt per year?In order to do that, you have to go to the moon. By having factories on the moon, building AI satellites and having a mas ...

RT a16z (@a16z)Elon Musk on scaling AI in space: Earth is the bottleneck."It’s harder to scale on the ground than it is to scale in space.""You’re going to get about five times the effectiveness of solar panels in space versus the ground, and you don’t need batteries. I almost wore my other shirt, which says, 'It’s always sunny in space.'""In 36 months (but probably closer to 30 months), the most economically compelling place to put AI will be space.""Once you start thinking in terms of what percentage of t ...

Core Viewpoint - Alphabet Inc. is preparing to issue a rare 100-year bond, aiming to raise approximately $20 billion to support its significant investments in artificial intelligence and other technologies, marking a notable shift in how tech companies are perceived in the financial market [1][2] Group 1: Century Bonds Overview - Century bonds are unique financial instruments typically issued by companies with exceptional longevity and financial resilience, often associated with blue-chip industrial firms rather than technology companies [1] - If Alphabet proceeds with this bond issuance, it will join a select group of corporations that have issued 100-year debt, including Ford Motor Co. and Motorola [1] - The rarity of century bonds makes them attractive to life insurance companies and pension funds, which seek long-term assets to match their obligations [1][2] Group 2: Investor Demand and Market Perception - Analysts expect strong demand for Alphabet's 100-year bond, with reports indicating over $100 billion in demand across various currencies and maturities, reflecting a sustained appetite for high-grade corporate debt [1][2] - The willingness of investors to commit capital to a technology company for a century indicates a shift in perception, viewing hyperscale tech firms as critical infrastructure rather than cyclical entities [2] - The strategic choice to issue the bond in sterling is seen as beneficial, as the UK market has a deep pool of investors familiar with ultra-long maturities [2] Group 3: Alphabet's Funding Strategy - The century bond issuance is part of a broader multi-tranche offering, including a seven-part dollar transaction and potential issuance in Swiss francs, showcasing a diversified funding approach [2] - Alphabet's previous bond issuance in November raised $17.5 billion, attracting approximately $90 billion in orders, indicating strong market interest [2]

Core Viewpoint - Intuitive Machines (NASDAQ:LUNR) has experienced significant volatility in its stock price, reaching a peak of approximately $23.30 per share before sharply declining to around $14.50 within a few days [1] Group 1 - The stock price of Intuitive Machines surged to a high of about $23.30 per share [1] - Following the peak, the stock price dropped significantly to approximately $14.50 [1]

ELON MUSK: The Future of AI Compute Lies in Space, Not on Earth.“Once you think in terms of harnessing the Sun’s power, you realize scaling massively on Earth is impossible. The entire US averages just ~0.5 TW of electricity. A single terawatt—twice that—requires enormous power plants, transformers, and infrastructure that’s extremely hard to build and scale.Solar is already cheap, but in space it’s ~10x cheaper: constant sunlight, no batteries needed. The moment low-cost access to space arrives, the cheape ...