SpaceX has an developed an unfair advantage: by dramatically reducing the cost of space launches, they can afford to send satellites to space at a price nobody can compete with.
It’s so low that few other companies can replicate it easily, soon
[2/
So SpaceX will send hundreds of thousands of satellites to orbit, covering all earth with enough bandwidth and at a low enough cost that it will be much much cheaper than cable for billions of people, starting with rural and suburban areas.
[3/]
So they might have billions of customers in telecoms, one of the most lucrative industries in the world.
The more customers, the more money, the more satellites, the more launches, the cheaper the launching, the cheaper satel cost, the lower the price, the more customers...
[4/
All of that will in turn make SpaceX an even stronger company, and might finance the colonization of Mars.
@elonmusk wants 1M ppl in Mars. If they cost $100k each, that’s $100B.
If Starlink has 1B customers paying $5/month, it pays for Mars w/ a few years of profits
[5/5]
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This Sunday are Germany's elections
These are the best maps to understand the country:
Why is it so rich?
What makes it special?
What lies in its future?
1. We can still tell the East/West divide, 35 years after the reunification. These are Germany's phantom borders
2. Before WW2, East Germany had more:
• Working class ppl
• Vote left
• Women working
• Births out of wedlock
• Protestantism
3. The main reason is because this region industrialized early. One of the reasons of that industrialization is because of the Bohemian Mountains and their coal and iron
UNPRECEDENTED
The singularity is near. We're 1-6 years away from AGI according to: 1. Prediction markets 2. Insider insights 3. Benchmarks 4. Lack of barriers to growth 5. Current progress
This breakneck speed of AI progress is illustrated by OpenAI's o3 and DeepSeek🧵
1. Prediction Markets:
Average bet on AGI: November 2030
Mode: June 2027
Two other bets in Metaculus match this:
• Two years to weak AGI, so by the end of 2026
• Three years later, Superintelligence, so by the end of 2029
This remote corner of the US has something unique that might soon make it one of the most important cities in the world—the city of the future. It is officially Boca Chica today, but it might soon become Starbase 🧵
This point at the south of Texas is the southernmost point in the continental US
That is extremely useful for rockets
The biggest share of weight in rockets is fuel. Most of it is burnt just to carry the rest to orbit! Rocket makers do anything they can to reduce fuel consumption
We should transform Guantanamo Bay into a 21st Century Hong Kong 🧵
Hong Kong was a deep water port surrounded by a Communist country—China
By building up the port, urbanizing the surrounding area, making business easy, and taxing little, Hong Kong showed China what capitalism could do by becoming a global port and financial center
Seeing this success, Deng Xiaoping made the neighboring Shenzhen into a special economic zone (SEZ). The area exploded and is not the epicenter of global manufacturing, along with the broader Guangzhou, on the Pearl River delta