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Tren Griffin
@trengriffin
, 3 tweets, 2 min read Read on Twitter
25iQuiz: If a Falcon 9 generates $62 million per launch and lifts 2,500 kilograms (5,500 pounds) to the space station, what does it cost to deliver a kilogram or pound to low earth orbit? How many Falcon launches so far in 2019? What will total revenue be if that pace continues?
While new Falcon 9 rocket rides retail for $62M, rides on reused rockets are reportedly selling for as little as $50M. What is the probability you can get free floor mats, rust proofing and fabric protection approved by a SpaceX Falcon 9 sales manager? google.com/amp/s/finance.…
This is a short video of the Falcon 9 landing vertically. Does this amazing capability represent innovation even though prices have dropped and the benefits have been captured by consumers of launch? Is there any evidence of increasing demand for launch?
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Tren Griffin
@trengriffin
Simba: "Will analysts on Disney’s earnings call focus on the stock trading at 22X expected earnings, its highest forward earnings valuation since 2004?"

Mufasa: "I’d say, ‘I think you’re on the wrong earnings call.’ It's about wealth creation and levered cash-flow growth."
Simba: "Will analysts write about 'channel checks' after the call?"

Mufasa: "Who cares? First DIsney makes sure they have enough juice to survive and don’t have credit issues in the near term that may bite them like a hungry hyena.

Deferred taxes make a model sing like Nala."
Simba: "What about margins?"

Mufasa: "What matters always is dollar margins: the actual dollar amount. Companies are valued not on their percentage margins, but on how many dollars they actually make, and a multiple of that. Maximize absolute dollar free cash flow per share!"
Read 3 tweets
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Tren Griffin
@trengriffin
25iQuiz: Everyone who attended the Chappelle/Rogan comedy show last night was forced to put their cell phones and smart watches in a locked bag, which was an attempt to make a non-_ _ _ _ _ product "excludable." What is the five letter word that fills in the blanks?
I'm the oldest person at Chapelle/Rogan. DJ is playing this:

"You're a tough guy, that's enough jokes...
What the f*** though? Where the love go?
Five, four, three, two, where the ones go?
It's a sh** show, put you front row."

Younger people near me saying it's Jay-Z. What?
Regarding rival vs non-rival products, I didn't see *any* Chapelle or Rogan merchandise sold at the event. T-Shirts are rival. google.com/amp/s/25iq.com… Damn autocorrect sneakily changed Rogan to Rihanna, but I caught it this time. It may do it again after I push send.
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Tren Griffin
@trengriffin
"Annual cancellation rates for cable and satellite distributors ~ 4%. Surveys of consumers show that churn rates at streaming services tend to be significantly higher. Netflix, which has the lowest turnover rate of any streaming service, still loses ~ 7%"
bloomberg.com/news/articles/…
"Not bound by long-term contracts, streaming subscribers can easily be lured away. In surveys, Parks Associates found that 28% of consumers said they have subscribed to a streaming service to check out just one title."

CAC = lower without long term contract. Churn = inverse!
The benefits of lower churn can be nonlinear because you avoid The customer acquisition cost or it is lower "retention CAC." The best way to grow is often not to shrink (assuming positive unit economics). "Every factor is connected in The Great Circle of Life." Mufasa
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Human Spaceflight
@esaspaceflight
We're welcoming @astro_luca to #ESRIN near Rome in Italy this morning for his final European press conference before he is launched to the @Space_Station in July! There're exciting times ahead for this seasoned @esa #astronaut 👨‍🚀 See more #MissionBeyond
We’re in the hall at #ESRIN as media are starting to gather. Did you know @esa establishment ESRIN is ESA’s centre for Earth observation? Last year the team celebrated its 50 year anniversary 🎉 @ESA_EO
"When you are inspired, you are motivated to do something better for our world." – Jan Wörner. Every €1 invested in space creates €6 in economic returns, but even more valuable is the curiosity it inspires. Learn more about your contribution esa.int/spaceinimages/… #Space19Plus
Read 9 tweets
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Values, believing, independent thinking, teamwork
@Bruno_Brunelli
Less than 5 minutes until #Falcon Heavy's scheduled launch at 6:35PM ET. Watch live:

#SpaceX is targeting Thursday, April 11 for a #FalconHeavy launch of the #Arabsat6A satellite from Launch Complex 39A (LC-39A) at #NASA’s Kennedy Space Center in Florida.

WATCH LIVE:

The primary launch window opens at 6:35 p.m. EDT, or 22:35 UTC, and closes at 8:31 p.m. EDT, or 00:31 UTC on Friday, April 12. The satellite will be deployed approximately 34 minutes after liftoff.

WATCH LIVE:

Read 12 tweets
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yusuf
@ikwnnn
Bro ni buat point yang bagus. Aku nak tambah point sikit lagi.

1. Public reception dah tak serancak macam Apollo 11.
2. No further fund from Congress. They opted to scrap Apollo 18, 19, and 20 to do Skylab missions. [cont]
3. To minimize spending in future missions, NASA opted to design a reusable spacecraft, hence Space Shuttle program was born. Since then, humans were and are limited to Low Earth Orbit missions. And thus, International Space Station was born from the Space Shuttle concept.
4. Kalau NASA nak menipu, Soviet Union dah terang-terang akan bongkarkan segala rahsia US ke seluruh dunia. Ingat, US dan Soviet masing-masing tengah aim ICBM nuklear sesama sendiri.
Read 25 tweets
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Mark Gubrud
@mgubrud
Proponents of #SpaceForce think big. They thing space is big. But for security, #space is notably small. I explain.

Earth's land surface is divided into national territories. They're big enough to hide & hoard stuff & they can be controlled & defended by local regimes. +
This applies to national airspace, too. It is actually becoming easier for nations to defend their airspace. As long as nations stay out of each others' airspace (without permission) there is no problem. But above 100 km or so this changes entirely. +
For security purposes, space means mostly orbital space. Low Earth orbit, up to about 2000 km, is militarily important because it's close to the surface. Weapons such as space-based missile defense interceptors or any surface-strike weapons would need to be parked in LEO. +
Read 13 tweets
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Rhett Allain
@rjallain
THREAD - How about a bunch of blog posts on #Space and #Astronomy? Yes, I have more than you can imagine - especially since these are really just #physics topics. Hold on - because this is going to be a bit large.
2/ Here is an answer to my fav astronomy question EVER - "What would the phases of the moon look like if the moon was a cube?" wired.com/2015/09/moon-c…
3/ The great thing about the cube moon question is that it really tests if students understand phases of the moon rather than just recalling factual stuff. Here is my python model of a cube and spherical moon
Read 70 tweets

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