so $SPCX obviously blew the doors out with those earnings especially if Elon gets anywhere close to his goal of bringing 20GW online by next year the question now seems to be what this means for every other neocloud SpaceX is up today, the rest are flat to red. On one hand, $SPCX proved how important the neocloud business model is and how much demand is out there. On the other hand, $SPCX was so good that now people are doubting the ability for other neoclouds to easily finance their operations, how quickly those companies can bring compute online compared to Elon, and how much debt/dilution SpaceX themselves will have to take on to finance that buildout which then begs the question around how much dilution the smaller players will have to take on. SpaceX is also profitable whereas the others are years from profitability. My take is more that $SPCX has validated the entire concept of neoclouds which obviously have been under stress given the $CRWV bonds getting hit over the past two weeks, but the earnings were also so good that there might be more questions now about how well the others can execute. The broader theme seemed to be legitimized from those earnings: the compute constraints exist and have not eased up in any meaningful way.

so many of you claim to be obsessed with code quality and say you're capable of producing incredible stuff i'd never believe you should be going crazy with agents right now. refactor everything. everyone is incompetent except you, rewrite their code you're so good please we need you

So far, I have only ever used for marketing and growth use-cases. But after talking to many customers, I realized how good it is for Ops usecase. So, to test it, I created a new workspace and created an AI teammate called "Finance Operations Lead" - and now I never have to worry about managing my finances anymore. It just works so well. It has all the context about my business, my finances, my income, my expenses, my emails and everything. I feel like the reason why Squad works so well is because of how much stuff is built into it. I don't have to spend anytime connecting or configuring stuff. - Connecting my email is just 2 clicks. - It has all the tools it needs - web search, ai search, social search. It can scrape and get anything and everything without having to manually configure Apify or anything like that. - Composio is built into it. - It has its own Cloud Computer. So I can just give it the task, close my laptop and trust that it gets done. It may take time to setup processes. For reference, it took me 3 days to properly transfer my business and finance context to the agent. But now that it's done, it just works so well. - It has memory built in. So it remembers what we did together in the past. I don't have to keep giving it context again and again. I have to do it only once and it just works so well. I feel like Squad works really really well and instant sell for anyone who is tired of doing the Ops of your business manually. It's just so good if you spend time to set it up. It's a one time time investment of few hours per agent, and then you never have to worry about that area of the business anymore. I also started liking the way to create agents one at a time, instead of creating all at once. I am so excited to offload more and more of my boring workload to Squad, so that I can spend time working on more interesting and revenue generating things.