Posts
Milk Road Stocks
@MilkRoadStocks · Oct 26, 2026
Kyle Reidhead: SpaceX is on track to spend $470B on capex in the next 5 quarters, ~2x what Amazon, Google or Meta each spend.
He says SpaceX can fund it because it builds so fast: "Elon can do this in sixty days, ninety days," and "within six months, it's already paid back."
Kyle Reidhead | Milk Road@KyleReidhead· Oct 21, 2026SpaceX capex in the next 5 quarters needs to hit ~$470 BILLION to reach 13 GW by EOY '27 (Elon's new guide)
The BIGGEST WINNER of this capex is NVIDIA, taking 83-89% of the entire expense!
If Elon builds all 13 GW, that's $414B of $NVDA revenue from ONE customer. That's $310B
Elon Musk
@elonmusk · Nov 1, 2026
Our capex efficiency is greatly underestimated
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Daily Roman Updates
@UpdatingOnRome · Nov 1, 2026
Sorry to break character but I have to say it.
I am a Lifelong moderate liberal.
With Democrats nominating radicals like Abdul El-Sayed, and Democratic Party leaders cheering him on, I think this is the year where it makes sense for all common-sense, moderate, reasonable Democrats like myself to vote straight ticket GOP.
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Beff (e/acc)
@beffjezos · Nov 1, 2026
send this to her and say: "Us"
Elon Musk
@elonmusk · Nov 1, 2026
🔥
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Maye Musk
@mayemusk · Nov 1, 2026
My father would not let anyone service his plane except himself. This photo was taken in Australia. My parents were the only people to fly in a single propeller plane from South Africa, up Africa, over Asia and across the ocean to Australia, and back. Nerve-racking!!!
Doge Tipping@Dogetothemoon· Nov 1, 20261955 Joshua Norman Haldeman (maternal grandfather of Elon Musk) and his wife Winnifred Haldeman (Wyn) next to their single-engine airplane (the Bellanca Cruisair named "Winnie“).
Elon Musk has confirmed that he acquired the airplane from a collector and is currently having it
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stevenmarkryan
@stevenmarkryan · Nov 1, 2026
Super Intelligence WILL EAT MANY ENTIRE businesses, industries and professions in the next few *months* and *quarters*.
The rest will follow.
The physical world will take a bit longer. That needs A LOT of humanoid robots.
Strap yourselves in.
Elon Musk
@elonmusk · Nov 1, 2026
Yup
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stevenmarkryan
@stevenmarkryan · Nov 1, 2026
Super Intelligence WILL EAT MANY ENTIRE businesses, industries and professions in the next few *months* and *quarters*.
The rest will follow.
The physical world will take a bit longer. That needs A LOT of humanoid robots.
Strap yourselves in.
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Mike Lee
@BasedMikeLee · Oct 31, 2026
This is why Democrats orchestrated a border invasion.
This is why Democrats want more people dependent on the government.
This isn’t about helping others.
It’s about helping Democrats—and only Democrats—establish permanent political control.
Vote Republican.
Elon Musk@elonmusk· Dec 9, 2025Once you understand the incentive, the reason for the behavior becomes obvious: they are importing a left-voting bloc that depends on government handouts.
A prominent example of this in America is Ilhan Omar and her Somali voting bloc in Minnesota, an area which used to be
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nextbigfuture
@nextbigfuture · Oct 31, 2026
Is there confusion? @elonmusk
Elon Musk@elonmusk· Oct 31, 2026@XFreeze There will be a total of around 1.2M Blackwells at Colossus 2 by end of year
Elon Musk
@elonmusk · Oct 31, 2026
Macrohard is 110k GB200 and 220k GB300
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François Chollet
@fchollet · Oct 31, 2026
Dopamine does not spike highest for guaranteed rewards. It spikes highest at reward prediction error. If you want to have fun in life, you should stop avoiding risk and uncertainty.
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Shaun Maguire
@shaunmmaguire · Oct 30, 2026
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Lone Star Liberty PAC
@LoneStar_PAC · Oct 31, 2026
James talarico was caught following prostitutes and porn stars on Instagram.
talarico actively liked multiple photos of an Austin Instagram account holder who has a page on an escort website.
"I try not to follow celebrities or journalists or politicians on Instagram. I try to
Elon Musk
@elonmusk · Oct 31, 2026
Didn’t realize he was straight
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FischerKing
@FischerKing64 · Oct 31, 2026
We have a society that actively kneecaps young men in the name of ‘justice’ and then sit around scratching our heads about why men are ‘falling behind.’
Robby Starbuck@robbystarbuck· Oct 31, 2026It’s even worse than Anish notes here because boys make up 61% of the top SAT scores. So despite that fact and the fact that men apply about 2x as often to MIT; @MIT admits more women every year than men. It’s impossible for this to be merit based. Just mathematically impossible.
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Lisan al Gaib
@scaling01 · Oct 31, 2026
In late 2027 Google will have the largest datacenter:
Goodnight - Claude, Texas
either Google trains AGI there at the end of 2027 or Anthropic already took off and just buys the place
Elon Musk
@elonmusk · Oct 31, 2026
It’s not that big
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DogeDesigner
@cb_doge · Oct 31, 2026
Elon Musk’s Halloween costumes through the years. 🎃
Elon Musk
@elonmusk · Oct 31, 2026
Anubis
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Race 🕊️
@multiplanet1 · Oct 31, 2026
In 2018, Elon Musk tweeted that he would fund the replacement of lead contaminated water pipes in Flint, Michigan for any home that still had unsafe water. He said to just tell him which houses needed help and he would fix them. The response from Flint's officials was near silence.
The offer was genuine. Elon followed up. He donated $480,000 to install UV filtration systems in Flint schools. He offered to continue funding until every household had clean water. Local officials thanked him publicly and then largely stopped responding. The project stalled not because of money but because of bureaucracy, local politics, and the same institutional inertia that had allowed the crisis to happen in the first place.
The detail that makes this story devastating is not the donation. It is the disconnect between the speed at which Elon operates and the speed at which a municipal government can accept help. He offered. He funded. He followed up. The system he was trying to help could not process the help at the speed it was offered. The man who can build a factory in 6 months could not get a city to accept pipe replacements because the approval process, the contractor bids, the environmental reviews, and the political negotiations moved at a pace that made SpaceX look like light speed by comparison.
He has described the Flint experience as one of the most frustrating of his career. Not because the problem was hard. Because the problem was easy and the system designed to solve easy problems was broken. The water needed clean pipes. The pipes needed money. The money was offered. And the space between offered and installed was filled with a bureaucracy that moved at the speed of government while children drank contaminated water.
The man who solves engineering problems for a living encountered a problem that was not engineering. It was institutional. The pipes were simple. The politics were not. The money was present. The will was present. The system that was supposed to connect money and will to pipes could not function at the speed the crisis demanded.
He fixed the schools. The broader offer faded. The city eventually replaced most of its pipes through federal and state funding years later. The man who offered to fix it in months watched it take years. The frustration of the man who moves fast encountering a world that doesn't is the frustration that defines his relationship with every institution he touches. The rockets are faster because they don't require a city council vote.
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Fireside Alpha
@firesidealpha · Oct 31, 2026
Bill Ackman says Neuralink and other brain-computer interfaces will let the blind see again within "not too many years"
“And you know, my daughter, who lost pretty much basic function, ability to walk, ability to speak, ability to see, is regaining function. She’s cognitively, as far as I can tell, fine. She’s relearning how to speak, and she’s learning again how to walk. And I’m confident we’re going to get her back."
"Biggest challenge right now is that the optic nerve damage from the pressure on the brain has caused her to lose probably 98% of her vision."
"But even there I’m optimistic. Spent a lot of time in the last few months meeting with all these brain computer interface companies, obviously Neuralink being the most famous, but there’s some other very promising lower intervention technologies."
"And this will be a period, you know, AI is going to enable us. We’re going to be able to get more signal from the brain, and we’re going to be able to interpret that signal much more effectively than we had before. And the blind will see again, and people who have not been able to walk, so to speak, paraplegics, I believe will walk again. It’s a matter of not months but years, but not too many years.”
Fireside Alpha@firesidealpha· Oct 31, 2026Bill Ackman says Elon Musk might have to borrow a trillion dollars to open gigawatts of data centers, keeping rates persistently high, and that neoclouds are like levered real estate developers sensitive to the cost of capital
“So, I think it is sustainable because, you know,
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Peter St Onge, Ph.D.
@profstonge · Oct 31, 2026
Men are twice as likely to ace SAT math, yet women are twice as likely to get in to MIT.
Put differently, 1 in 3 men who worked their ass off to get into MIT lost their seat because they were born the wrong gender.
Anish Koka, MD@anish_koka· Oct 30, 202617,000 men apply to MIT
8900 women apply to MIT
600 men were accepted
612 women were accepted
If we assume male and female applicants to MIT are roughly the same, the probability this happens by chance, let alone every year for a while
The probability of a sex blind
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Elon Musk
@elonmusk · Oct 31, 2026
😂
Lumen@lumenxbt· Oct 30, 2026Ten million people have watched a comedian accidentally destroy the entire TED talk industry.
He filmed the talk once at TEDxNewYork in 2014 and openly admitted he had nothing to say.
Speaking coaches charge $5,000 to teach the exact tricks he used in 6 minutes to say nothing
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Angus M
@dirtman · Oct 31, 2026
This is the future the Jedi stole from you
Grant♟️@granawkins· Oct 31, 2026George Lucas would’ve loved these
Elon Musk
@elonmusk · Oct 31, 2026
Wow 😂
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Fugitive Caesar
@ThomBrady5 · Oct 30, 2026
Count Dooku is one of the weirdest parts of the Star Wars movies. Everything he says is factual and is later proven correct. Wat means? George Lucas and the Boomers are saying you are not allowed to criticize their Jedi religion of Boomer Hippie International Liberalism. Anakin, your job as a Sensitive Young Man is to be a janitor and play cleanup on Aisle 9 because Mace Windu and Yoda were goofing off and accidentally spent decades funneling money to a separatist insurgency of foreign barbarians. That's what it means to be a Jedi, young Anakin, as long as you remain "balanced in the Force" you are allowed to crash this whole Republic off a cliff at high speed.
Templarpilled@Templarpilled· Oct 30, 2026Don't forget the time Dooku cooked Yoda and the entire Jedi Order
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