Посты
СортировкаСначала новые
Случайный постElon Musk репостнул(а)
Kyle Reidhead | Milk Road
@KyleReidhead · 14 окт. 2026 г.
$SPCX isn't just building compute faster than every other neocloud
It has something none of them have: OPTIONALITY on every GPU it deploys
Every GW SpaceX brings online has two paths to revenue:
1. use it for Grok / xAI and capture the frontier model economics themselves, which generates more revenue than renting it out (Semianalysis estimates around $100B/GW)
2. rent it out to everyone else, at a premium
The reason SpaceX can rent out their compute at a premium is twofold:
1. Speed. SpaceX builds faster than anyone on earth, so they can get compute into customers' hands faster than any competitor. AI labs that need compute NOW pay up for that
2. The backstop. SpaceX can sign short-term contracts at higher prices because if a customer backs out, that compute simply goes to their own AI models. No empty racks, no panic
CoreWeave and Nebius can't take that risk, so they lock in most long-term deals at lower rents and fund the buildout with debt
Which brings us to funding, which is where the gap between these companies gets even wider
SpaceX doesn't have to fund the buildout (or the interest costs) from compute revenue alone. Starlink and launch cash flows can carry part of it. CoreWeave is paying 15% on unsecured bonds right now while SpaceX has diversified revenue streams across the whole company (and the best capital raiser alive running it)
And the part almost nobody is pricing in: as compute moves to space in the next few years, SpaceX owns the cheapest path to win there too. The rockets that bring the compute up AND the connectivity that beams it back down
That's why the chart above looks the way it does. Bloomberg Intelligence models SpaceX's AI ROIC going from negative 4% in 2026 to ~25% by 2030, above AWS and Google Cloud, while the pure neoclouds stay stuck in single digits
No one is better positioned to dominate the compute business in the coming years than SpaceX
This is why I still believe SpaceX is undervalued and why I've made it a core holding in my Milk Road PRO portfolio. You can see my entire real-time portfolio here:
Kyle Reidhead | Milk Road@KyleReidhead· 14 окт. 2026 г.Is SpaceX competition hurting the valuation / credit risk of Neoclouds?
$CRWV and $NBIS down 10%+ today, while $SPCX down just 2% (and UP on the month)
The obvious trigger is credit risk, with CoreWeave's unsecured bonds yielding 15%
But in the last week, Elon also confirmed
27
60
371
56,1 тыс.
Kyle Reidhead | Milk Road
@KyleReidhead · 14 окт. 2026 г.
$SPCX isn't just building compute faster than every other neocloud
It has something none of them have: OPTIONALITY on every GPU it deploys
Every GW SpaceX brings online has two paths to revenue:
1. use it for Grok / xAI and capture the frontier model economics themselves,
Kyle Reidhead | Milk Road@KyleReidhead· 14 окт. 2026 г.Is SpaceX competition hurting the valuation / credit risk of Neoclouds?
$CRWV and $NBIS down 10%+ today, while $SPCX down just 2% (and UP on the month)
The obvious trigger is credit risk, with CoreWeave's unsecured bonds yielding 15%
But in the last week, Elon also confirmed
Elon Musk
@elonmusk · 15 окт. 2026 г.
Interesting
52
14
252
17,5 тыс.
Elon Musk репостнул(а)
Sam Sokolin
@SamSokolin · 14 окт. 2026 г.
Grok @bot now supports plus aliases! Send and receive email using dedicated aliases, or set up routines that only trigger for mail to a specific alias!
152
80
922
77 тыс.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Grok is the best conversational voice model in the world
SpaceX Super Intelligence@SpaceXSI· 14 окт. 2026 г.Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model.
It excels at resolving customer calls, responds in under a second, and costs less than other frontier models.
311
169
1,4 тыс.
368,3 тыс.
Elon Musk репостнул(а)
DogeDesigner
@cb_doge · 14 окт. 2026 г.
BREAKING: SpaceXSI just revealed that Starlink uses Grok Voice 3.0 to handle 20,000 daily calls in multiple languages.
About 70% need no human & 1 in 4 sales calls ends in a purchase. AI agent verifies customers, troubleshoots hardware, issues credits & ships replacement.
170
197
1,3 тыс.
101,5 тыс.
Christopher Rufo
@christopherrufo · 14 окт. 2026 г.
The California state government has released a "Made in California" website that allows you to select products by every identity group except for one: white men.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Wow
107
57
1,2 тыс.
41,5 тыс.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Starlink now available in Curaçao! 🛰️🇨🇼
Starlink@Starlink· 14 окт. 2026 г.Starlink's high-speed, low-latency internet is now available in Curaçao! 🛰️🇨🇼❤️ →
567
313
2,7 тыс.
525,4 тыс.
Elon Musk репостнул(а)
Sawyer Merritt
@SawyerMerritt · 14 окт. 2026 г.
SpaceX says @Starlink call centers use Grok Voice to answer 20,000 customer calls per day. ~70% are resolved with no human in the loop, and one in four sales calls ends in a purchase before the caller hangs up. Grok Voice 3.0 also handles millions of convos a day in Tesla vehicles.
Sawyer Merritt@SawyerMerritt· 14 окт. 2026 г.SpaceX has just introduced Grok Voice 3.0
"It's the world’s most intelligent speech-to-speech model. It sets a new record for resolving customer support calls, has class-leading latency at under one second, and costs less than other frontier models. It's also cheaper to run than
122
182
1,9 тыс.
168,5 тыс.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Grok @Bot can detect scam emails
Wes@wmorrill3· 14 окт. 2026 г.An email from noreply@x.ai landed in my inbox, passed SPF, DKIM, DMARC, and had the blue check
Something felt off, so I asked @bot to do a security review. It found a hidden phishing link, explained why every safety check passed, wrote a report to xAI - including proposed fix!
304
214
1,5 тыс.
428,8 тыс.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Major threshold passed. Almost all cars will be electric in the future.
Polymarket@Polymarket· 14 окт. 2026 г.BREAKING: Gasoline-only cars fall below 50% of global new vehicle sales for the first time in history.
1,2 тыс.
806
9,6 тыс.
627,8 тыс.
Elon Musk репостнул(а)
KanekoaTheGreat
@KanekoaTheGreat · 14 окт. 2026 г.
NEW: Joe Rogan slams Democrats for opening the border to 10 million illegal immigrants, lying about Joe Biden's cognitive decline, and COVID tyranny.
“It was insane to just not only leave the border open, but give people instructions on how to get in and also transport them to cities and then put them up in hotels.”
“It seems crazy to have 10 million people of unknown origin enter into your country over a period of four years.”
“Biden wasn’t the president for four years… And then they gaslit us for four years while whoever is behind the scenes, unelected, is actually running the country.”
“I didn’t like the coercion. I didn’t like keeping people from flying… It was all crazy. And to me, that’s what that group stood for.”
He’s not exaggerating. Biden’s CHNV parole program let in ~530,000 people, and the CBP One app scheduled 900,000+ border entries.
Biden mandated COVID vaccines for federal workers, contractors, the military, and healthcare workers, tried to force them on every company with 100+ employees, and banned unvaccinated foreigners from flying into the US until May 2023.
All while Democrats and the media gaslit the country, insisting Biden was mentally sharp.
127
447
2,4 тыс.
179,4 тыс.
Elon Musk репостнул(а)
Eric Jiang
@veggie_eric · 14 окт. 2026 г.
Grok Voice is one of our fastest growing segments on API. Exciting to see companies switching to Grok from providers like ElevenLabs, seeing better naturalness across languages and lower cost.
We just dropped Grok Voice 3.0, which is back at #1 on the AA Speech to Speech Index. Don't sleep on Grok!
46
90
754
122 тыс.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Grok Voice 3.0 is now the world’s leading conversational voice model
Artificial Analysis@ArtificialAnlys· 14 окт. 2026 г.SpaceXAI’s Grok Voice 3.0 is the new leading Speech to Speech model, debuting at #1 on the Artificial Analysis Speech to Speech Index at 86.9, while also being competitive on latency
Grok Voice 3.0 is @SpaceXSI 's successor to Grok Voice 2.0, a Speech to Speech model available
491
316
2,6 тыс.
483,8 тыс.
Christopher Rufo
@christopherrufo · 14 окт. 2026 г.
EXCLUSIVE: The DSA is taking over the court system in Los Angeles. The movement has elected a judge who wants to liberate black criminals from the "slave ship," and another who wants to use the courtroom for "healing circles" and "sound baths."
We expose them all.
Elon Musk
@elonmusk · 14 окт. 2026 г.
!!
104
45
1,2 тыс.
56,8 тыс.
Mykhailo Fedorov
@FedorovMykhailo · 14 окт. 2026 г.
Starlink connectivity at speeds of up to 160 km/h is being restored.
Removing Starshield’s speed limit entirely is now critical for Ukraine’s defense.
Thank you, @elonmusk. We hope for your continued support.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities
1,2 тыс.
2,4 тыс.
18,1 тыс.
673,1 тыс.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Try Grok Voice
SpaceX Super Intelligence@SpaceXSI· 14 окт. 2026 г.Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model.
It excels at resolving customer calls, responds in under a second, and costs less than other frontier models.
688
277
2,6 тыс.
759,8 тыс.
Elon Musk
@elonmusk · 14 окт. 2026 г.
Cool
Avid@Av1dlive· 14 окт. 2026 г.grok bot pretty much replaced dots and muse for running my business...
here is why : insanely simple to set up, a MASSIVE plugin library, generous usage.
here's everything i use and what it costs:
required ($165/mo + whop's cut per sale)
> money → whop plugin
> site →
607
245
2,1 тыс.
753,5 тыс.
Elon Musk репостнул(а)
mr fundman
@mrfundman · 14 окт. 2026 г.
Wanted to read what emails my Grok bot has but Grok bot doesn’t have email UI … so I asked Grok bot to build it for me .. pretty cool 😎 everything is clickable and you can read all grok bot emails the old way if you want to ..
84
60
762
183,7 тыс.
Tito Costa
@tito · 13 окт. 2026 г.
Zuckerberg: "We're gonna write this check for like $100 billion, $200 billion. I'm like, Alex, are you sure this is going to work?"
Germany total defense budget: €99 billion
Kirill@kirillk_web3· 13 окт. 2026 г.🚨do you understand what Zuckerberg just admitted about Meta's first frontier model.
Zuckerberg: "We're gonna write this check for like $100 billion, $200 billion. I'm like, Alex, are you sure this is going to work?"
Alexandr Wang: "…certainly not clear at all that it was
Elon Musk
@elonmusk · 14 окт. 2026 г.
😂
174
51
1,8 тыс.
65,4 тыс.
Elon Musk репостнул(а)
Brivael Le Pogam
@brivael · 14 окт. 2026 г.
Wokeism is the most sophisticated form of racism ever built. Not because it hates one group, but because it reduces every human being to their skin color and calls it justice.
Its roots aren't mysterious. Critical theory from the Frankfurt School, French postmodernists like Foucault and Derrida, then critical legal studies on American campuses, distilled into Critical Race Theory in the 80s and 90s. The core idea: society is nothing but a power struggle between groups. The individual doesn't exist. Merit doesn't exist. Only oppressor and oppressed.
Accept that premise and everything else follows. You're judged by your race before you open your mouth. Your success is privilege, your failure is oppression. That's not anti-racism. That's racism with a PhD.
And look at who actually holds these views. Not most minorities. Only about 3% of Hispanic Americans use "Latinx." Most Black Americans told Gallup they wanted the same or more police presence in their neighborhoods, not less. The "Hidden Tribes" study found the hard progressive activist wing is around 8% of the population, and whiter and wealthier than average. A small radicalized class speaks in the name of minorities who never asked it to.
The coalition doesn't even hold together. Feminists vs trans activists on women's sports. Asian Americans who had to go to the Supreme Court because Harvard discriminated against them in the name of diversity. A framework that keeps producing these contradictions isn't a moral philosophy. It's a hierarchy of grievances.
And none of this grew organically. It's an industry. DEI became a multi-billion dollar market: corporate trainings, consultants, foundation grants, university bureaucracies whose budgets depend on the problem never being solved. Follow the incentives and you find an entire class of people paid to see racism everywhere. Cut the money and it starts collapsing, which is exactly what we've watched since companies began slashing DEI budgets.
Real anti-racism is simple: judge people as individuals. MLK said it in 1963. Everything since that tried to replace it has been a step backwards.
112
488
2,1 тыс.
178,6 тыс.