Jordi Hays

The crazy one is like there's going to be down days, like there's going to be just randomly.

He lost more money than Brazil makes in a trillion years, you know, and because like whenever the big numbers get contextualized, it's always very entertaining.

It was up another 14% after hours though, but the numbers are staggering when you're in the $1 trillion club.

Or the next data center.

I mean, that's the really interesting thing with Cursor.

There's all this debate over like, they have a deal with Anthropic, they have a deal with Google.

Cursor obviously wants to compute.

But talking to Gavin Baker, it sounds like there might be a lot more terrestrial compute coming online in the very short term.

And that is valuable.

They're monetizing this very effectively.

And so you could see a short term revenue ramp just driven from

sort of the boring neocloud stuff that monetizes really well and then that provides you know it's like the model three it's it's it's going to be the economic engine that provides the capital for data centers in space mass driver on the moon all that stuff needs fuel for the fire anyway

See, people read this as a bear SpaceX take, but imagine if Amazon started trading at SpaceX's price to sales.

Yeah.

It'd probably be like a $100 trillion company.

This is from Evan Spiegel.

Yes, and the Germinator reporting.

$2,200.

That's almost Apple Vision Pro numbers.

That's expensive.