SpaceX, AI, Markets

Lighter NoteIts texts like the “stolen Trackman" that keep me coming back to X. The comments are just 🤣Play When I grow up. Jarrod Isacman is so good as head of NASA!Golf Data with ClaudeMarketsMarkets are raging!!VGT, QQQ and VOO  60%, 43% and 30%IGV up 36% since April 10Micron. OMG: 10x in last year. WOW.  10T clubInvesting in CEOs: Tesla, Nvidia, Palantir. 529 and 401(k) and Mega Backdoor RothSpaceX Tesla executive on the # of clicks required to buy a car. Amazing!! Blue Origin Blow up.Turns out Rockets are Hard to build. SpaceX - Memo. Brad Gerstner SpaceX DataCenters!Plain English Competitive AdvantagesElon Musk. Talent density. The best engineers in the world want to work at SpaceX. Hard Stop.Manufacturing: Hardware and SoftwareSimilar to Tesla. They own the supply chain, the manufacturing and the software. Perfect integration. Long head-start! 80% of launches and maybe the only one profitable. Tesla partnership:Real-world AI. Chip manufacturing. Same VP of Materials Engineering (example). Headstart: Not generally a great “moat”, but in this case they are so far ahead. Could be decade.  Who else can build a raptor? Reusable rockets. Blue Origin just accomplished this feat last year.