VIRAL Challenge Reaction🔥 🔗 🔗 🔗 🔗 #BOYNEXTDOOR# #보이넥스트도어# #BND# #VIRAL# #VIRAL_Challenge#

#펫바이럴챌린지# 🦦ver 🔗 🔗 🔗 🔗 #BOYNEXTDOOR# #보이넥스트도어# #BND# #VIRAL# #VIRAL_Challenge#

#펫바이럴챌린지# 🐶ver 🔗 🔗 🔗 🔗 #BOYNEXTDOOR# #보이넥스트도어# #VIRAL# #VIRAL_Challenge#

it must go...al🔥🔥🔥 🔗 🔗 🔗 🔗 #BOYNEXTDOOR# #보이넥스트도어# #BND# #VIRAL# #VIRAL_Challenge# #FIFAWorldCup2026# #2026worldcup#

The biggest problem with AI Twitter right now is tribalism. ​People form isolated tribes around the specific companies they root for. Unless a post goes mega-viral, it stays trapped within that bubble. ​I notice this pattern every time one of my posts gets traction and hits outside my usual circle. ​Interest-based algorithms make this inevitable, but it means we only see biased slivers of information even within the broader AI niche. ​When a viral post challenges what someone’s feed usually shows them, they treat it like an invasion of their tribe and attack in the replies. ​Is there any real fix to this?

Grok Bot summary of SpaceX CFO Bret Johnsen’s new interview with Tony Kim at SpaceX Mission Control. Bret’s path - Came from semiconductors (Qualcomm, Broadcom; was CFO of MindSpeed) - Barely knew SpaceX / Elon when a board member called - Thought aerospace sounded “old and stodgy” vs 6-month chip cycles - Visited the rocket factory, called his wife on the drive home: we’re moving back to LA - Now sits in the same magical factory: Dragon in the rafters, ~700 launches run from Mission Control, ~40 buildings feeding the campus - Full circle: semiconductors again via AI / chips --- Taking on AI complexity (during the biggest IPO ever) - SpaceX DNA: run toward “impossible” challenges (first booster recovery felt like a rock concert) - xAI acquisition in January + X + Cursor + Colossus = complexity multi-X in ~1–2 years - AI is now the biggest business at SpaceX - Bought time-to-market into the biggest product cycle of their lifetime - SpaceX leadership DNA applied to that team - Already feel leading on infra cost and speed - Products moving: Grok 4.6, 4.7 soon, Grok Bot viral, Cursor strong - Every week matters; soon every day --- AI business: the money picture - ~$100B company ARR exiting this year (annualized on December) — AI is more than half / the majority - A year ago AI revenue was ~zero - Capacity: a bit over ~2 GW this year → guidance 5–10 GW by end of next year - Becoming one of the biggest hyperscalers, fast Why they move so fast (vertical integration) - Engineer the data centers themselves - Act as GC: buildings, power, cooling, networking (plus partners) - Used to regulators from rockets + telecom - Removes margin stacking - Talent transfer: launch-site / pressurized systems people onto data centers — Elon compared it to Yankees vs little league Hosting model / ROI - Monetize compute while catching up on software - Demand knocked: “what are you doing with all that Colossus compute?” - Short contracts: ~3 months + 3-month out (flexibility for their own future training needs) - Payback: dramatically less than one year on cutting-edge terrestrial compute - Hosting customers include tier ones like Anthropic, Google, and others - Same watts can later flip to their own software at higher $/watt — optionality Frontier models - Moving maybe faster than anyone on trajectory - ~5 serious players; need to be at frontier for recursive improvement - Coding solutions improving dramatically - Consumer vs enterprise tools will stratify - Grok Bot: growing faster than anything they’ve seen; “transformational” user feedback; enterprise coming; expects roll into Cursor AI safety - Follow Elon’s self-regulation / peer-review path (like other industries) - Logical, collaborative, including outside the US - Hopeful something lands quickly TAM framing (IPO) - ~$28T TAM quoted at IPO; AI was ~$25–26T of that (digital AI only) - Physical AI not even in that number — Bret thinks physical AI eventually bigger than digital - Launch / space TAM = hundreds of billions (almost rounding vs AI) - Connectivity (mobile + broadband) ~$2T — still small vs AI - Differentiation: infra + X content (~500–600M MAUs) + consumer + enterprise push (Cursor etc.) What to watch: Starship + terrestrial compute Bret’s prioritization cheat code: 1. Get Starship right 2. Get terrestrial compute right for the next ~2 years until orbital kicks in → Transformational financially Starship status - Catalyst for all three businesses: space, satellites, AI - Holy grail: full reusability → another ~10x cheaper $/kg to orbit - Opens moon boots / lunar base / bigger industry - Flight 14 later this month: production V3 Starlink broadband satellites — real revenue payload - One Starship V3 load ≈ ~20× what Falcon 9 flew for Starlink capability - Each V3 satellite ~1 terabit; ~50–60 per flight = enormous bandwidth per launch - A couple launches start filling V3 planes; first-half-next-year benefits - Eventually Starlink as % of global internet traffic - Connectivity demand from machines (robots, AVs, agents) will dwarf human brains - Same Starship unlocks next-gen direct-to-cell / direct-to-device - Same bus + more solar + radiator + compute chips = orbital compute constellation Reusability timeline - Flight 15 may attempt catch / bring back first + second stage - First stage already recovered and reflown - Flight 13 soft splash best yet; recovered ship like a whale, engineers studied heat shield - Reliable stage recovery this year; meaningful reflight next year - Once a few second stages reflight → orbital compute cost can match terrestrial - Then orbital cost curve goes down (tech / Moore’s law / aircraft-like amortization) while terrestrial gets more expensive (power, labor, regulation, cooling) - Clean free solar, no community impact - Industry agrees space compute is the future — debate is timing; others say ~decade; SpaceX flies first ones next year; meaningful compute in ~2028 Scale ambition - Both cost and speed matter; near-term availability/speed most important - On track toward ~100 GW/year by end of decade (~20% of entire US grid each year) - Elon talking terawatt-scale in the 2030s - Hosting proves staying power + virtuous cycle for industry - New NVIDIA platforms: just fly the next satellite generation — no whole new terrestrial campus cycle TerraFab (chips / memory) - Parallel to orbital ramp, not after - Not replacing NVIDIA — love the partnership; will buy all they can - Worry is deeper fab / memory supply chain - Memory industry ~30%/yr growth vs SpaceX wanting triple-digit — won’t work - Hard technical challenge; memory may be early focus - Want volume benefit by late decade (demo next year with Tesla development line → something in ’28 → meaningful ’29+) Viewer Q&A highlights **First bottleneck in the AI chain?** - Chip supply for next year - Power for infra players (utilities used to ~1% growth; turbines / blades constrained) - SpaceX standing up investment casting for turbine blades themselves - Orbital is the big unlock; squeeze every terrestrial watt meanwhile How to tell durable AI spend vs keep-up spend? - Bret: durability of revenue; diversified monetization of the same compute; host now, software later at higher $/watt; guided next-year monetization range ~$30–50/watt - Tony: stack layers have different costs, margins, contract duration; SpaceX spans many layers with <1-year payback on infra How soon a data center in space? - First orbital compute satellites end of next year - Meaningful compute in 2028 - Better phrase: “racks in space,” not giant buildings - Same V3-like bus + solar + radiator + compute chips - Already flown ~11,000 sats; launch + inter-sat + ground links already solved - ~full rack (~72 NVIDIA-class) concept per sat; ~5 MW compute per launch Tony’s investor wrap - Still early; trends accelerate into physical AI and beyond Earth - Connectivity / tokens increasingly for machines, not just humans --- Bottom line in one breath SpaceX is using rocket DNA — vertical integration, crazy talent, short-cycle iteration — to become a top AI infra + software player now, while Starship unlocks Starlink V3, direct-to-cell, and orbital “racks in space.” Watch two things: terrestrial compute scale (toward $100B ARR and multi-GW) and Starship reusability. Everything else is downstream of those.

BREAKING: HELL YEAH! CNN boldly defends their reporter Kristen Holmes after the White House brought up her kids to smear her after she dared ask Trump about his alleged mistress. This is how you stand up to this demented bully... “Kristen Holmes is one of the most respected and accomplished journalists covering the White House. This afternoon, she did her job and asked the President of the United States a tough, relevant, and newsworthy question on behalf of the American people," CNN said in an official statement. "Public officials are free to challenge reporting they disagree with, but personal attacks on journalists for asking questions are beneath the office and inconsistent with the principles of a free press. We stand firmly behind Kristen and reject these attacks in the strongest possible terms," the network added. Yesterday, Holmes asked Trump about a viral speech from Senator Jon Ossoff in which he stated that Trump "doesn’t want to do the job” and would rather “build his ballroom and travel with Natalie on their apparently defenseless flying palace gifted by the emir of Qatar." The reference to Harp — the "executive assistant" who many are now speculating might be Trump's mistress — enraged the President and he lashed out at Holmes, repeatedly telling her to be "quiet," calling her "disrespectful" and "fake news." The memo went out to MAGA land to back up Trump's attack, and the official White House Rapid Response account on X targeted Holmes, writing: "@KristenhCNN: Someday, your children will come across your disgusting and inhumane question. They will be sickened and embarrassed to have a parent be so callous and vindictive. It’s quite troubling." We commend CNN for standing up in the face of this disgusting smear campaign against an upstanding reporter. There is really only one big takeaway here: reporters need to start asking more questions about Natalie Harp. Please ❤️ and share to urge the press to ask more questions about Natalie!