@allin / appears on all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in
There's a lot of anxiety and a lot of fear. And these law firms are enormously profitable and big businesses. Kirkland Ellis turns around $10 billion a year.
at the outset of AI, many believed and made a bet that those organizations who had all the data was gonna be the winners. As we're starting to see in the market, that's no longer the case.
The number one driver correlated to the valuation of SpaceX is cadence of launches, which intuitively makes sense. If your business is the launch business, the more you launch, the higher your value should be.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
GDP-on-blockchain push and commercial space commerce reorg signal real-economy data and satellite tailwinds.
we figured out that when launch costs come down to about $200 to $300 a kilogram, it would be cheaper, just simply cheaper to put the data centers in space. Now we're about $1,000 a kilogram... that's come down about 10x in the last 10 years.
Massive shortage for plumbing, electricians, Hvac, all that.