burnerRhodov3

5 ms·

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by burnerRhodov3 5mo ago
Europe has a hugely shrinking demographic, and is actively decoupling from the United States. There's almost no innovation and you are making the mistake of getting in bed with China and constantly suing our tech companies. Europe need
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by burnerRhodov3 5mo ago
we will see tomorrow, won't we :) But you are right to call out the launch infrastructure as the true bottleneck. They have 3 pads currently under development. So in 6-9 months they'll have 4 operational pads. Also, how do they he
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by burnerRhodov3 5mo ago
This is going to make so many smart people working in hardware soooo fkin rich. We are about to witness an absolute flood of Ex-SpaceX employees start and invest in companies targeted at space and general manufacturing and hardware. This is
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by burnerRhodov3 5mo ago
oh, nice! thanks for this. This confirms spaceX has $20B at a SOFR + 0.75%. So around 5%-5.5%. Found on page 122 of the S-1. I assume they will retire all debt with the $50B raised from the IPO, plus have $30B to... dominate with starship.
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by burnerRhodov3 5mo ago
Edit: Page 122 of the S-1. They are paying SOFR + 0.75%. So around 5.5% on the $20B. I'll keep the below for integrity sake: Well, i'm sure SpaceX bought Xai using some kind of prefered share/debt financing, but that's n
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by burnerRhodov3 5mo ago
yes, it says they will be paying for "additional capacity" at a reduced rate as it becomes availble in May and June. Essentially, they are using most of C2 for Grok5. That training run is coming to an End, and they will be leasing
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by burnerRhodov3 5mo ago
5.5 year depreciation is only on the chips. Power, networking, cabling, the actual construction of the building is probably closer to 60% of that number. Also, they are only renting out colosus 1 ($10B), not colosus II ($18B). So, it's
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by burnerRhodov3 5mo ago
> also abstain from X due to Elon's track record I can just tell you hate eveything Elon, so this is a pointless conversation. That was a post from Karpathy, who we are all talking about in the thread, so i thought it was the most p
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by burnerRhodov3 5mo ago
probably traced his lineage back to one of those vessels.
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by burnerRhodov3 5mo ago
https://x.com/karpathy/status/2006436622909452501 How old are you if you don't mind me asking? >I could never trust a Tesla to drive safely around people. They seem like death traps. Have you ever been in
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by burnerRhodov3 5mo ago
you hit the nail on the head. People have gotten so uptight about literally everything nowadays that we can't even build in this country anymore. It's literally an EV company...
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by burnerRhodov3 5mo ago
A Tesla drove coast to coast on full autopilot. My Tesla drives to walmart, finds a parking spot, comes to me outside walmart and drives me home. I've been driving my model 3 for years, and honestly, i've never had to "Take o
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by burnerRhodov3 5mo ago
I just... I don't really understand why startups even use AWS, GC, or any other cloud hosted software? Hetzner, etc. Are all extremely cheap, and honestly scale so well... Code nowadays is cheaper for configs, and having full control o