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Their words
Yes. Some people will be priced out of producing software. Just like only some people could afford a personal computer in the 80s and 90s, for the next few years, if you can’t get enough tokens, you’re playing second league.
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Aswath Damodaran x.com
The SpaceX IPO is coming, and it will be a doozy, a futuristic company (spaceships, satellites and AI), a founder who will keep things interesting (Musk) and a price tag that may make it the most highly priced IPO of all time.
The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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19 September
18 September
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When workers talk about more premium brands, such as Occidental Leather, they often complain about the price, and rarely the quality.
17 September
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9 September
31 August
30 August
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Extremely severe extinction events happen every 100M years or so and just switching to sustainable energy will not be enough to stop them. Space satellites to control temperature and massive geo-engineering will be needed or it will be game over.
21 August
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In short, the venture capitalists and CEOs of Silicon Valley have priced the costs of shame into their business plans.
17 August
From one piece There’s a huge launch crunch right now, and it will probably get worse 2 beliefs, in the piece's order there
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In financial documents, it’s clear that SpaceX views commercial launch as a rounding error compared to revenues from its own satellites in space.
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korrents.com
SpaceX is retiring the rocket that made cheap launch possible in order to fly its own satellites on a bigger one.Their words
The company that is almost exclusively responsible for the dramatic increase in launch availability in the 2020s has signaled that it intends to wind down Falcon 9 operations as quickly as possible in favor of the larger Starship rocket.
10 August
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Claude Haiku is my current least favorite model - it hallucinates wildly, and is out-performed now by other similarly priced models like GPT-5.6-Luna Even worse: it seems to still be used by the Claude Code WebFetch tool, which means hallucination risk any time you fetch a URL!
23 July
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korrents.com
Higher-priced AI subscription tiers mainly buy more hours of agent usage rather than a smarter underlying modelTheir words
The more expensive plans are mostly buying you more hours of AI labor, not smarter AI.
10 February
From one piece Space AI: I guess we’re doing Moon factories now 2 beliefs, in the piece's order there
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Their words
The economics of orbital “datacenters” or essentially glorified Starlink satellites with a bunch of GPUs attached are likely to be even better than Starlink.
Space AI: I guess we’re doing Moon factories nowcaseyhandmer.wordpress.com
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Their words
Starship can lift orbital power generation to about 100 GW with perhaps 10,000 launches per year, or about one per hour.
Space AI: I guess we’re doing Moon factories nowcaseyhandmer.wordpress.com
3 December 2025
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If you are an investor who considers any highly priced company to be overvalued, I hope that this post leads you to reconsider.
15 August 2025
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because it's not competing against humans for most of those roles, it would be competing against the other labs, right? And so you'd actually see like the cost pushed down to, you know, a mult a small multiple of whatever the marginal production cost of those tokens is.
9 July 2025
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