Gulf Cooperation Council is essentially west side of Persian Gulf. It is very oil rich region, includes 2-3 very rich, countries with city infrastructure better developed than any US city. Dubai is epitomy of this with global financial/transport/tourism center, tallest sky scraper in world. War has caused a 30%-50% property value drop. Iran has been striking energy and US bases in these countries.

US wealth is far more dependent on GCC investment than Israel control. This war has ended, because GCC were threatening US. Terms includes not rebuilding destroyed US bases, and leaving the ones they still occupy.

Headline is innacuralte. Customers who purchase a $200/month subscription, can save up to $13800 on token costs compared to “a la carte” token pricing. Open AI does lose over $1 per $ in revenue, but this is more a function of them having too much compute, and very high training costs, rather than a loss per gpu hour on tokens served, it should stilll be a loss for OpenAI:

Open source model pricing per gpu hour, ranges from 80% margins at high batch saturation per user (low tps per user) to 50% at concurency of 8, to loss at fewer user requests per gpu. https://inferencex.semianalysis.com/compare/deepseek-r1-b300-vs-h200

OpenAI has very high prices, and too much compute. They would likely lose $6000 per user who maxes out their $200 plan, and certainly over $1000 per user.

GCC are the ones doing the investment. The US only loses the war when they stop investing their oil revenues in US. US protection of them has proved to be a liability, Democracy is a mere talking point every where in the world. Only CIA control matters. GCC stays safe from democratic ideals through CIA subservience. GCC needs guarantees that US won’t bomb their projects, or run colour revolutions in their countries. As it has always been, GCC needs protection from US/Israel, and only non-US aligned weapon systems are their solution.

GCC bailing out the US to get peace with Iran, and investment opportunities, means a stronger Iran can help protect them. The reason there is peace is purely GCC pushback against US. But the point where the US has lost the war, is only the point where they lose GCC devotion.

what do 4 small stars on flag represent?

Israel is a specifically Jewish state with laws (rape specifically) that protect jews only. Citizenship freely available to all jews globally. Apartheid is, and always has been, structural. It’s a similar proposition to say Americans control America, based on American citizens having privleges. But that statement is also anti-semitic, because it denies Israel’s control.

Starship is targeting $50-$200/kg or lower if they are successful.

$30m is $200/kg for full starship capacity (150T). AI1 is volume constrained.

where you’re getting $4.5 million for 150kw of solar. Space will be more expensive, but it’s $1.1-$1.5w in the USA right now at large commercial scale on land

$4.5m is standard space GaS solar cost. SpaceX does claim $3000/w. $450k. 1MW solar in US is under $1m. Add 16 hour battery 2mwh = $200k. At $1m space equipment before GPUs, is $6m equivalent terrestrial costs due to 5 year replacement. Actually 5x the cost. You can also cut earth costs by over half by installing in China or Mongolia with the same latency to US as from space.

It’s not a useful metric because some companies have high margins (perfume, advertising, software) and some have low margins (grocery stores, space launches), and mandatory huge capital/cash reinvestment (AI, space launches). The reason to use a multiple to revenue is because of unprofitability. But all stock price is a function of profit and expected profit growth rate… usually.

spaceX has negative earnings and cashflow. They are going by price to revenue ratio, including about half the revenue being inflated datacenter rental rates from Anthropic and Google (large SpaceX shareholder) that let them cancel at any time. 75 price to revenue ratio is much higher than previous record that was facebook IPO. Facebook was just a web site that serves ads. Less than $1/user in computing hardware. AI is $30 to $300 hardware costs per user… assuming there are a lot of users. The other absurdity in Spacex prospectus is a $26T enterprise AI total addressable market. Even if true, grok’s share going up has no basis in reality.

$30m launch costs seem a floor. Very high employee count. Higher maintenance than planes per flight, Expensive rockets. Very complex attachment/detachment from solar+radiators that would last longer than 5 years (apparently they scrap solar/radiators every 5 years because that is too complex)

AI 1 is 125kw. $2.5m would be building allocation. $625k-$1.5m would be solar power costs with battery. All in US. Cheaper elsewhere. lasts 30+ years = 6 launches. Nebraska farmland would be under $1000/year (4 acres) for 1mw of solar, batteries, datacenter. Desert land in NV $100/year.

At well over 2x the cost for a space datacenter, you need to charge 2x the rate to terrestrial competition. But its much more than 2x more expensive. 150kw of space solar is $4.5m. 18x more expensive yearly, though even at 1/10th cost, 1.8x more expensive yearly. Radiators, shielding another $600k, so adding to best case solar, 3.3x more expensive/year. Comparing launch costs to building to get just 2x price difference, needs $1m/satellite(with solar/radiators) launch costs which is the just fuel costs.

I didn’t include the minimal land lease requirement for fully green earth datacenter. An unsustainable aspect of current space law is that SpaceX gets free squatter’s rights for first to take valuable Sun Synchronous Orbit, including using the most convenient wasteful overuse of prime solar facing angles that denies space to all others. In it’s current wasteful design, if a 1m wide window was taxed at $1000, they would pay $70k/year in taxes to UN/global UBI fund. If they redesigned to a 1x500m solar array, they’d pay $1000 in taxes, but leave room for them and others to fill the rest of SSO space. The value of that space fully saturated could fund $47B/year of something earth people need.

Very frustrating that criticism shifts to adding an extra comma to his wealth. Zero change will happen over maximum allowed commas.

The bigger issue is the complete fraud of SpaceX valuation. Terafab is not something they have compentence for, and space datacenters are simply more expensive, and cannot replace GPUs after 5 years obsolescence. Being angry at Musk’s wealth is pointless. Distracts from the direct fraud and theft of Nasdaq Index shareholders, and those who don’t time their dumping when indexes are forced to buy.

surprise attack on 80 year old pope, and schoolgirls, was totally going to make Iranians love the US.

And specific cap on oil prices is because depletion of those reserves have been so rapid, together with less China imports (they have their own high reserves). This can make the latest wolf cry for imminent peace more likely true, if reserves are on the brink.

Fast charging is a big deal for Canadian distance driving. Also, viable EV manufacturing in Canada needs Chinese (BYD or CATL) partners, and advanced charging overcomes major hurdles for best EVs/batteries.

Over 1/6th of global deaths from Covid were in US. You’re technically right on the list.

I’m only 90% sure this is fake.

Monarchies over the ages are a bad example, because there was a sustainability mandate to pass off a good country as inheritence to heirs. A candidate for worse countries would be Idi Amin, and US allies, but for US allies, their alliance is forced due to CIA coups/colour revolutions, and the scale of Idi Amin’s pillage is a million x lower. The utter oligarchist/corporatist supremacist nazi economics and geopolitics of US, together with the pure Israel/Zionazi capture of every elected official is a corruption that is beyond any other in both scale, and in fundamentally voluntary complicit bribery scheme for pure bribery value, excluding Mossad operations such as Epstein. The late stage empire pillaging stage is next level. That Congo arrests officials for corruption proves low levels of extended corruption. ie. punishments happen.

The US had the highest deaths per capita from Covid. It was bad because so many people angry at covid would listen to anyone who made them angrier, by first denying it actually existed, then later, that vaccines were an attempt to murder them.

In top 50 worst things Trump has ever done, make covid worse in blue states/cities to claim that democrats are incompetent.

Brooke Rollins doubled down on claims that an “open border policy” under the Biden administration was to blame.

Nevermind, that Trump’s ICE is not checking the flies documentation any more than Biden’s ICE was, Trump also lifted a ban on cattle imports from Mexico, and so they’re the ones with the open border to fly larva policy.

China does build datacenters in desert next to solar farms. Water access is overblown, because it can use a closed loop system where water is trucked in from somewhere it is more abundant. Cooling in desert is more expensive, but China has abundant cheap power. It is unfair to say the US is only place that cares about it’s people, when it is the most corrupt country in history that cares the least about popular welfare. China’s drive for abundance is a populist drive. US scarcity profit maximizing mindset is the opposite.

One of the reasons Huawei is far ahead of Nvidia on cost competitiveness of cluster systems is both their last (384 matrix) and current (950 based) clusters are containerized and don’t need buildings. Nvidia B200 and later systems require liquid cooling with heavy duty single story floors purposed built with embedded liquid cooling pipes in them. This is usually a $10b premium per gw of compute in building, not including the ability to reuse any other building/datacenter with older nvidia systems.