The new SpaceX to me will be: 1. Way to get datacenters and robots to space.
2. Datacenters in space.
3. Distribution from datacenters to planets they serve. 4. Control systems for the robots and humans they are distributing to. These four things alone are worth many
BIG TECH
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SpaceX Future: Space Datacenters and Distributed Robot Control Systems
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Apple MLX Early Supporter Missed Event Opportunity
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Bummed I couldn’t come tonight. Apple management could have asked me. I was one of first to support MLX.
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Funding Tech Acquisitions: Why Rich Investors Think Like Businesses
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Ha! I asked her dad for a billion dollars or so several times and he turned me down. Of course, I was going to buy all of Web 2.0 with it, but, you know. Even rich people need to drive their businesses like a real business; it's not a charity. If she feels that it's only worth
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Software Security Flaws: Anthropic’s Warnings Questioned
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We know every major software system is full of security holes. We don’t need Anthropic to tell us that.
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AI Leadership Gap: Companies vs Academia and Policymakers
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Most of the competence and the goodwill sits in the companies now, while academics don't distinguish science and ideology, philosophers largely still don't believe that AI is happening, and policymakers… oh well
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SpaceX Investments: How Future Profits Drive Valuations
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Instagram was purchased for $1,000,000,000 on a day when it didn't have a single dollar in sales and had a lot of debt. So, this is not unusual. Investors are betting on future profits, and there's a lot of them in SpaceX. The investments being made don't bother me at all.
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Hidden Value Locked in X Platform Revealed
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So true. People have no idea the value locked up in X.
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Goldman Sachs Uses AI to Lead Banking Transformation
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I've published an episode on @ivoox
: "#1108: Goldman Sachs is already using AI… and it's leaving all of banking behind #podcast -
AI Boom as Hidden Capital Machine: Big Tech Financial Loop
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What if the AI boom is not just a technology race, but a capital machine hiding in plain sight?
— Pascal Bornet (@pascal_bornet) 10 avril 2026
The deeper I look at this ecosystem, the less it feels like a messy market and the more it looks like a closed financial loop.
That is what makes this so striking.
→ Big Tech funds… pic.twitter.com/VuOLXC4DwoWhat if the AI boom is not just a technology race, but a capital machine hiding in plain sight? The deeper I look at this ecosystem, the less it feels like a messy market and the more it looks like a closed financial loop. That is what makes this so striking. → Big Tech funds