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Meb Faber
x.com
Wahoowa and wow....@UNC better put a @SpaceX logo on their unis this year (thx to @elonmusk...)
unis logo spacex
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19 September
Dutch bootstrapper who builds and runs their internet startups alone — Nomads.com, Remote OK, Hoodmaps, Photo AI and Interior AI — and has written about it at levels.io since 2013. Posts as @levelsio.
🌎 Now redesigning the https://t.co/HGCLKS5BD6 profile trips globe from scratch I've always wanted to add space trips, so starting with the moon here which you can add as a future trip, also adding Mars etc. Other trips also need to work here though like going into orbit like @satofishi did on @SpaceX's Dragon capsule which will be more in reach for more people hopefully pretty soon! Quoting @levelsio ✨ Finally built a timeline for https://t.co/HGCLKS5BD6 now I always wanted to make my site a bit more social, because I had profiles and trip overlaps and you could kinda see where other people went, but not something like this So on this new page you can see people near you, where everyone's trave… Related
17 September
Structural engineer and senior infrastructure fellow at the Institute for Progress; writes Construction Physics on why physical things cost what they cost.
15 September
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
8 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
Stoke Space’s Nova Pathfinder will have 5× the reusable payload capacity of Pathfinder: 3,000 kg increases to 15,000 kg Other planned increases: Rocket Lab Neutron: 13,000+ kg Firefly Eclipse: 16,000+ kg SpaceX Starship: 100,000+ kg design target Related
5 September
Structural engineer and senior infrastructure fellow at the Institute for Progress; writes Construction Physics on why physical things cost what they cost.
17 August
Senior space editor at Ars Technica; wrote Liftoff and Reentry on SpaceX, and reports on launch and rocket programmes.
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
Their words
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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arstechnica.com
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.
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arstechnica.com
11 August
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
10 August
Software engineer at PlanetScale and creator of the vim-go plugin. Writes at arslan.io about Go, tooling, industrial design and books.
8 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
12 July
General partner at Andreessen Horowitz from 2013 to 2018 and CTO of Coinbase from 2018 to 2019; co-founder of Counsyl and Earn.com. Wrote The Network State (2022), free in full at thenetworkstate.com, and founded the Network School.
19 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
As the debate about the pricing of SPaceX, OpenAI and Anthropic heats up, there is a parallel debate about whether S&P should be including these companies in the S&P 500 index, with many arguing against inclusion. My thoughts on the topic: bit.ly
Anthropic OpenAI Related
18 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
13 June
Hosts the Lex Fridman Podcast — long, unhurried conversations with scientists, engineers and public figures. Several of the interviews quoted elsewhere on this site are episodes of it.
SpaceX will help expand humanity out to the stars. It makes me excited for the future! Huge congrats to Elon and the SpaceX team 👊 Related
12 June
Founding member of OpenAI and former director of AI at Tesla; creator of nanoGPT and the term "vibe coding".
In awe of SpaceX and its story - past, present and the future. You can think about it in 10+ different ways and continue re-blowing your mind in circles. Huge congrats to the team! 🚀 Related
4 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
I valued SpaceX for its IPO a few weeks ago, with minimal information and a promise to revisit the valuation, when the prospectus was made public. The prospectus is public, the offering price has been set and my update is up and running. bit.ly
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16 May
Writes Stratechery, a subscription newsletter on the business and strategy of technology, and hosts the Dithering and Sharp Tech podcasts.
Is this from the SpaceX prospectus Quoting @IamSean90 Best comment ever on data centers Related
6 May
Member of technical staff at Anthropic. He has led ML/AI teams at Amazon, Alibaba and Lazada, and writes about LLMs, recommender systems and engineering at eugeneyan.com.
you get more compute. you get more compute. you get more compute! Anthropic 🤝 SpaceX Quoting @claudeai Effective today, we are: 1) Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans; 2) Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and 3) Substantially raising our API rate limits for Opus models. Anthropic Related
24 April
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
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. bit.ly
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10 February
Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.
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