{ "@context": "https://agentflare.org/schema", "type": "Dataset", "tier": "L2-full", "title": "Silicon Valley Hotspots on X — 2026-06-15", "description": "The hottest Silicon Valley conversations on X/Twitter right now, ranked by engagement, with analysis and 8 deep-linked posts. Live data via the AISA API.", "canonical": "https://agentflare.org/social/silicon-valley/index.html", "category": "social", "updated": "2026-06-15", "generated_at": "2026-06-15T01:19:16.018Z", "facts": [], "data": { "theme": "silicon-valley", "query": "(\"Silicon Valley\" OR startup OR \"venture capital\" OR YCombinator OR IPO OR funding) min_faves:1000 lang:en", "tweet_count": 20, "top_tweets": [ { "id": "2065438138059600022", "url": "https://x.com/IronChestCap/status/2065438138059600022", "text": "me with the SpaceX cafeteria lady after she becomes a billionaire from the IPO https://t.co/qNsUrnydWt", "author": "IronChestCap", "authorName": "Brickell Finance Guy", "followers": 639, "verified": true, "likes": 38716, "retweets": 2919, "replies": 432, "quotes": 300, "views": 4651946, "createdAt": "Fri Jun 12 14:16:40 +0000 2026", "lang": "en" }, { "id": "2065519514603647403", "url": "https://x.com/nvidia/status/2065519514603647403", "text": "Huge congratulations to the @SpaceX team on a historic IPO debut. Fueling the next frontier of space and AI. 🌌 NVIDIA's partnership with SpaceX spans nearly a decade, from hand-delivering the world's first #NVIDIADGX-1 supercomputer in 2016 to the custom DGX Spark handoff at Starbase. Together, we've been pushing the boundaries of accelerated computing to help power the future of space exploration.", "author": "nvidia", "authorName": "NVIDIA", "followers": 2578350, "verified": true, "likes": 21890, "retweets": 1958, "replies": 594, "quotes": 154, "views": 38745184, "createdAt": "Fri Jun 12 19:40:02 +0000 2026", "lang": "en" }, { "id": "2065524638646485244", "url": "https://x.com/jpmorgan/status/2065524638646485244", "text": "J.P. Morgan + SpaceX= Largest IPO Congratulations to the @spaceX team on this milestone, we were proud to serve as a lead bookrunner on the transaction. https://t.co/axxob266QP", "author": "jpmorgan", "authorName": "J.P. Morgan", "followers": 847433, "verified": false, "likes": 15288, "retweets": 1800, "replies": 673, "quotes": 172, "views": 16957636, "createdAt": "Fri Jun 12 20:00:24 +0000 2026", "lang": "en" }, { "id": "2065426224680239399", "url": "https://x.com/MorganStanley/status/2065426224680239399", "text": "Today, @SpaceX (Nasdaq: SPCX) makes its public market debut with a $75Bn offering (pre-greenshoe) at $135 per share, marking the largest IPO in history. Congratulations to the SpaceX team. We are honored to serve as joint lead bookrunner and sole stabilization agent. https://t.co/R0QkTRwVvF", "author": "MorganStanley", "authorName": "Morgan Stanley", "followers": 752074, "verified": false, "likes": 12002, "retweets": 2075, "replies": 811, "quotes": 453, "views": 14391958, "createdAt": "Fri Jun 12 13:29:20 +0000 2026", "lang": "en" }, { "id": "2066154588605227450", "url": "https://x.com/muskonomy/status/2066154588605227450", "text": "NEWS: Kimbal Musk, Elon's younger brother, holds about $760 million in SpaceX after the IPO, part of a fortune now near $1.6 billion. Kimbal has backed his brother's companies since the early days and sits on Tesla's board. He is also a chef and restaurateur who runs a farm to table restaurant group and a nonprofit teaching kids to grow food. Different path, same bet. He never doubted where his brother was going.", "author": "muskonomy", "authorName": "Muskonomy", "followers": 56988, "verified": true, "likes": 8161, "retweets": 702, "replies": 60, "quotes": 26, "views": 661394, "createdAt": "Sun Jun 14 13:43:35 +0000 2026", "lang": "en" }, { "id": "2064068710671827234", "url": "https://x.com/BoringBiz_/status/2064068710671827234", "text": "If you think paying $6K/hr for a Silicon Valley mid is crazy, just remember that people still pay $96K/hr for a session with this dude https://t.co/3hkGOC2F2i", "author": "BoringBiz_", "authorName": "Boring_Business", "followers": 193516, "verified": true, "likes": 8344, "retweets": 335, "replies": 451, "quotes": 61, "views": 1140894, "createdAt": "Mon Jun 08 19:35:03 +0000 2026", "lang": "en" }, { "id": "2027432577263399145", "url": "https://x.com/gnoble79/status/2027432577263399145", "text": "In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be \"one of the very big winners long term.\" Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.", "author": "gnoble79", "authorName": "George Noble", "followers": 106072, "verified": true, "likes": 4954, "retweets": 1446, "replies": 714, "quotes": 314, "views": 1196143, "createdAt": "Fri Feb 27 17:16:08 +0000 2026", "lang": "en" }, { "id": "2065418678624002300", "url": "https://x.com/itsmichaelluu/status/2065418678624002300", "text": "$SPCX shares are priced at $135 for its $2 trillion IPO. Its return is 100x-200x by 2035. These 20 companies will benefit the most: 1. $BKSY ~$34 AI-ready Earth observation satellites feed SpaceX orbital intelligence layer. 2. $SPIR ~$20 Space data analytics monetizing SpaceX's growing orbital constellation. 3. $ACHR ~$5 Air mobility networks integrate with Starlink's low-latency infrastructure. 5. $SATL ~$7 High-resolution imaging complements SpaceX orbital AI compute constellation data. 6. $VIAV ~$50 Optical networking components critical for Starlink ground station upgrades. 7. $OUST ~$40 Sensor fusion tech supports SpaceX booster catch reusability automation. 8. $GILT ~$15 Satellite ground infrastructure scales alongside Starlink enterprise deployments. 9. $POET ~$11 Optical interposer chips slash data center power costs inside COLOSSUS AI cluster. 10. $ARQQ ~$12 Quantum encryption securing Starshield government classified orbital networks. 11. $TWST ~$74 Synthetic biology tools accelerate SpaceX long-term Mars life support research. 12. $LUNR ~$30 NASA lunar lander tech directly supports SpaceX Moon base buildout. 13. $AEVA ~$24 LiDAR sensors enable autonomous Starship landing and booster catch precision. 14. $KTOS ~$60 Defense tech partner powering Starshield national security satellite contracts. 15. $IONQ ~$58 Quantum compute layer powering next-gen orbital AI satellites. 16. $RDDT ~$178 Real-time social data feeds Grok's truth-seeking AI via X integration. 17. $RKLB ~$115 Small payload launch fills exact gaps Falcon can't efficiently serve. 18. $ASTS ~$97 Direct-to-phone satellite broadband. Starlink's closest competitor and partner. 19. $MTSI ~$375 RF semiconductors power Starlink phased-array antenna signal processing. 20. $BWXT ~$200 Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements. I'm definetly a buyer of $SPCX IPO and want to get it super cheap. ♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.", "author": "itsmichaelluu", "authorName": "Michael | Hypermarkets", "followers": 66953, "verified": true, "likes": 6386, "retweets": 1085, "replies": 333, "quotes": 41, "views": 1803813, "createdAt": "Fri Jun 12 12:59:21 +0000 2026", "lang": "en" }, { "id": "2053206351158091819", "url": "https://x.com/eladgil/status/2053206351158091819", "text": "People at major AI labs (using internal models) 3-4 months ahead of startup silicon valley engineers SV founders/eng 3-6 months ahead of NY NY founders/eng 6-12 months ahead of rest of world Most people have no idea how fast AI shifting as 1-2 years behind SOTA \"The future is here, just not equally distributed\" - Robert Heinlein", "author": "eladgil", "authorName": "Elad Gil", "followers": 439336, "verified": true, "likes": 5339, "retweets": 467, "replies": 353, "quotes": 216, "views": 3913408, "createdAt": "Sat May 09 20:11:55 +0000 2026", "lang": "en" }, { "id": "2065089369317294318", "url": "https://x.com/leevalueroach/status/2065089369317294318", "text": "SpaceX is the most overhyped IPO of the decade and it will end exactly the way every overhyped IPO ends. Facebook IPO’d at $38 and traded under that for 15 months. Uber IPO’d at $45 and is still below that adjusted seven years later for a while. WeWork tried at $47 billion and ended at zero. Robinhood IPO’d at $38, hit $85, then $7. Coinbase IPO’d at $381 and was at $40 two years later. Rivian IPO’d at a $100 billion valuation with no meaningful revenue and gave back 90%. Beyond Meat. Peloton. Lyft. DoorDash. Bird. Each one a “generational company” the day it priced. Each one a wealth destruction event for retail within 18 months. The pattern is not a coincidence. Hype IPOs are designed to transfer wealth from the people buying the story to the people who built the story. The bankers get paid. The early employees get out. The VCs get a markup they can show their LPs. The retail investor gets the bag. SpaceX is a great company. That has nothing to do with whether it’s a great stock at IPO. Greatness was already priced in five funding rounds ago. You are not getting in early. You are buying the exit. The only IPO worth chasing is the one nobody is talking about. Those don’t exist anymore because every IPO is marketed like a movie release. So the answer is: don’t chase. Wait two years. Buy it down 70% when the lockup unwinds and the narrative breaks. Or don’t buy it at all and put the money somewhere the bankers haven’t already extracted the alpha. Hype is not an asset class. It’s a tax.", "author": "leevalueroach", "authorName": "Lee Roach", "followers": 26771, "verified": true, "likes": 4651, "retweets": 655, "replies": 424, "quotes": 112, "views": 642440, "createdAt": "Thu Jun 11 15:10:47 +0000 2026", "lang": "en" }, { "id": "1498336852025098242", "url": "https://x.com/alexkehr/status/1498336852025098242", "text": "HBO should bring back Silicon Valley but the new startup is a 1 click checkout company", "author": "alexkehr", "authorName": "Alex Kehr", "followers": 32942, "verified": true, "likes": 5185, "retweets": 178, "replies": 111, "quotes": 49, "views": 0, "createdAt": "Mon Feb 28 16:38:37 +0000 2022", "lang": "en" }, { "id": "2065103906686865692", "url": "https://x.com/FocusedCompound/status/2065103906686865692", "text": "SpaceX will IPO tomorrow Here's the bull case: Target valuation is $1.75 trillion But that's just on Earth There are 8 planets in our solar system That's $14 trillion in potential value But when you factor in the other 100 billion planets in our galaxy? $1.4 septillion. Woah.", "author": "FocusedCompound", "authorName": "Andrew Kuhn", "followers": 46779, "verified": true, "likes": 4613, "retweets": 229, "replies": 288, "quotes": 79, "views": 557333, "createdAt": "Thu Jun 11 16:08:33 +0000 2026", "lang": "en" }, { "id": "2065778171912265899", "url": "https://x.com/aakrit/status/2065778171912265899", "text": "Looking for a team of 10-12 cracked researchers & engineers to build a new AI Lab in India. Funding and compute secured. DMs open.", "author": "aakrit", "authorName": "Aakrit Vaish", "followers": 20941, "verified": true, "likes": 3969, "retweets": 440, "replies": 310, "quotes": 21, "views": 244961, "createdAt": "Sat Jun 13 12:47:51 +0000 2026", "lang": "en" }, { "id": "2064131659939950943", "url": "https://x.com/GavinSBaker/status/2064131659939950943", "text": "Really fun to interview my old friend Bret Johnsen in Mission Control. Three parts of the @SpaceX story that I wish were more widely discussed: SpaceX has created thousands of good blue-collar jobs: welders, machinists, electricians. Everyone talks about the need to bring high-paying, blue-collar jobs back to America. SpaceX and Tesla are making that happen. To the best of my knowledge, they have created more manufacturing jobs in the US than just about any other American company over the last ten years. It’s hard to imagine our nascent industrial renaissance succeeding without these companies. SpaceX was started with the goal of putting humans on Mars. And along the way, they have massively improved life for many humans on Earth. Mars may be a starter planet, but Earth is our planet, and the technologies developed at SpaceX are already in use today connecting and safeguarding the people of Earth. Starlink is a really efficient way to bring internet to low-income countries. In Kenya’s remote Murang’a County, Starlink has made it possible for patients in rural villages to consult with medical specialists via telemedicine. In the rainforests of Brazil, Starlink has connected schools to reliable high-speed internet that will provide more educational opportunities to students. Here in America, Starlink has proven vital to emergency teams responding to natural disasters. During Hurricane Helene, the Starlink hubs dropped into North Carolina and East Tennessee were often the only contact point between cut-off towns and the outside world. Literally life-saving. This IPO will be a big milestone for the company. It’s important to celebrate this, while also remembering that making humanity multi-planetary is the ultimate goal. Going to Mars is really hard. There have been many setbacks thus far, ranging from fiery explosions to failed landings. There will be many more. Ad Astra Per Aspera. But SpaceX is at its best *after* a setback imo. Their first 3 launches were “failures”. Had the 4th not succeeded, there might not be a SpaceX today. The company’s success in the face of such daunting odds is a testament to the resilience of the culture and absolute commitment to the mission shared by every employee I’ve ever spoken with. Some of the world’s most talented engineers have chosen to live in Airstreams at Starbase away from their families for weeks on end in service of this goal. I will never forget the welders who told me they signed every weld because they wanted to be accountable if they were responsible for a failure. True missionaries, all of them. I am grateful to every single person at SpaceX for helping to make the future as inspirational as possible. And I will be even more grateful if I get to see a blue sunset on Mars! More info on https://t.co/dLOPlKr0Un", "author": "GavinSBaker", "authorName": "Gavin Baker", "followers": 250765, "verified": true, "likes": 3203, "retweets": 506, "replies": 139, "quotes": 45, "views": 18878403, "createdAt": "Mon Jun 08 23:45:12 +0000 2026", "lang": "en" } ] }, "analysis_md": "Silicon Valley X right now is being dominated by **SpaceX’s IPO**, with the conversation splitting between celebration, valuation fever, and skepticism about whether the hype is justified.\n\n## SpaceX IPO euphoria\nThe biggest driver is a wave of posts treating SpaceX’s public debut as a once-in-a-generation market event: JPMorgan and Morgan Stanley are congratulating the company and framing it as the **largest IPO in history**, while NVIDIA is tying it to the “next frontier of space and AI.” The engagement suggests this is the central story because it combines a mega-cap market event, prestige underwriters, and a narrative that links space to the AI boom. The reason it matters is that it resets the benchmark for what Silicon Valley thinks public-market scale looks like.\n\n## Valuation shock and meme speculation\nA second cluster is pure valuation spectacle: posts are throwing around figures like **$75B offering**, **$2T IPO**, and even trillion-scale upside projections, while others mock the idea as overhyped. This mix of fantasy math and contrarian skepticism is driving engagement because it turns the IPO into a proxy fight over whether Silicon Valley is rational or euphoric. It matters because these posts often spread faster than the underlying filing details, shaping sentiment before fundamentals do.\n\n## Winners, insiders, and second-order effects\nAnother hot thread is who gets rich: one post jokes about the “SpaceX cafeteria lady” becoming a billionaire, while another claims Kimbal Musk’s post-IPO stake is worth about **$760M**. That kind of insider-wealth framing resonates because it personalizes the IPO and invites followers to speculate on winners beyond the headline company. It matters because this is where prestige, inequality, and founder-network narratives all collide.\n\n## AI labor advantage and the broader SV mood\nBeyond SpaceX, there’s a parallel conversation about **AI lab talent being months ahead of startup engineers**, plus lighter meta-commentary like “Silicon Valley” should return as a show about a one-click checkout startup. This matters because it shows the broader mood: AI is still the default lens for status and competition, even when the headline story is space.\n\n## Top posts\n- **@IronChestCap** (♥38.7K ↺2.9K): me with the SpaceX cafeteria lady after she becomes a billionaire from the IPO https://t.co/qNsUrnydWt — https://x.com/IronChestCap/status/2065438138059600022\n- **@nvidia** (♥21.9K ↺2.0K): Huge congratulations to the @SpaceX team on a historic IPO debut. Fueling the next frontier of space and AI. 🌌 NVIDIA's partnership with SpaceX spans nearly a decade, from hand-delivering the world's first #NVIDIADGX-1 supercomputer in 2016 to the custom DGX Spark handoff at Starbase. Together, we've been pushing the boundaries of accelerated computing to help power the future of space exploration. — https://x.com/nvidia/status/2065519514603647403\n- **@jpmorgan** (♥15.3K ↺1.8K): J.P. Morgan + SpaceX= Largest IPO Congratulations to the @spaceX team on this milestone, we were proud to serve as a lead bookrunner on the transaction. https://t.co/axxob266QP — https://x.com/jpmorgan/status/2065524638646485244\n- **@MorganStanley** (♥12.0K ↺2.1K): Today, @SpaceX (Nasdaq: SPCX) makes its public market debut with a $75Bn offering (pre-greenshoe) at $135 per share, marking the largest IPO in history. Congratulations to the SpaceX team. We are honored to serve as joint lead bookrunner and sole stabilization agent. https://t.co/R0QkTRwVvF — https://x.com/MorganStanley/status/2065426224680239399\n- **@muskonomy** (♥8.2K ↺702): NEWS: Kimbal Musk, Elon's younger brother, holds about $760 million in SpaceX after the IPO, part of a fortune now near $1.6 billion. Kimbal has backed his brother's companies since the early days and sits on Tesla's board. He is also a chef and restaurateur who runs a farm to table restaurant group and a nonprofit teaching kids to grow food. Different path, same bet. He never doubted where his brother was going. — https://x.com/muskonomy/status/2066154588605227450\n- **@BoringBiz_** (♥8.3K ↺335): If you think paying $6K/hr for a Silicon Valley mid is crazy, just remember that people still pay $96K/hr for a session with this dude https://t.co/3hkGOC2F2i — https://x.com/BoringBiz_/status/2064068710671827234\n- **@gnoble79** (♥5.0K ↺1.4K): In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be \"one of the very big winners long term.\" Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well. — https://x.com/gnoble79/status/2027432577263399145\n- **@itsmichaelluu** (♥6.4K ↺1.1K): $SPCX shares are priced at $135 for its $2 trillion IPO. Its return is 100x-200x by 2035. These 20 companies will benefit the most: 1. $BKSY ~$34 AI-ready Earth observation satellites feed SpaceX orbital intelligence layer. 2. $SPIR ~$20 Space data analytics monetizing SpaceX's growing orbital constellation. 3. $ACHR ~$5 Air mobility networks integrate with Starlink's low-latency infrastructure. 5. $SATL ~$7 High-resolution imaging complements SpaceX orbital AI compute constellation data. 6. $VIAV ~$50 Optical networking components critical for Starlink ground station upgrades. 7. $OUST ~$40 Sensor fusion tech supports SpaceX booster catch reusability automation. 8. $GILT ~$15 Satellite ground infrastructure scales alongside Starlink enterprise deployments. 9. $POET ~$11 Optical interposer chips slash data center power costs inside COLOSSUS AI cluster. 10. $ARQQ ~$12 Quantum encryption securing Starshield government classified orbital networks. 11. $TWST ~$74 Synthetic biology tools accelerate SpaceX long-term Mars life support research. 12. $LUNR ~$30 NASA lunar lander tech directly supports SpaceX Moon base buildout. 13. $AEVA ~$24 LiDAR sensors enable autonomous Starship landing and booster catch precision. 14. $KTOS ~$60 Defense tech partner powering Starshield national security satellite contracts. 15. $IONQ ~$58 Quantum compute layer powering next-gen orbital AI satellites. 16. $RDDT ~$178 Real-time social data feeds Grok's truth-seeking AI via X integration. 17. $RKLB ~$115 Small payload launch fills exact gaps Falcon can't efficiently serve. 18. $ASTS ~$97 Direct-to-phone satellite broadband. Starlink's closest competitor and partner. 19. $MTSI ~$375 RF semiconductors power Starlink phased-array antenna signal processing. 20. $BWXT ~$200 Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements. I'm definetly a buyer of $SPCX IPO and want to get it super cheap. ♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month. — https://x.com/itsmichaelluu/status/2065418678624002300\n- **@eladgil** (♥5.3K ↺467): People at major AI labs (using internal models) 3-4 months ahead of startup silicon valley engineers SV founders/eng 3-6 months ahead of NY NY founders/eng 6-12 months ahead of rest of world Most people have no idea how fast AI shifting as 1-2 years behind SOTA \"The future is here, just not equally distributed\" - Robert Heinlein — https://x.com/eladgil/status/2053206351158091819\n- **@leevalueroach** (♥4.7K ↺655): SpaceX is the most overhyped IPO of the decade and it will end exactly the way every overhyped IPO ends. Facebook IPO’d at $38 and traded under that for 15 months. Uber IPO’d at $45 and is still below that adjusted seven years later for a while. WeWork tried at $47 billion and ended at zero. Robinhood IPO’d at $38, hit $85, then $7. Coinbase IPO’d at $381 and was at $40 two years later. Rivian IPO’d at a $100 billion valuation with no meaningful revenue and gave back 90%. Beyond Meat. Peloton. Lyft. DoorDash. Bird. Each one a “generational company” the day it priced. Each one a wealth destruction event for retail within 18 months. The pattern is not a coincidence. Hype IPOs are designed to transfer wealth from the people buying the story to the people who built the story. The bankers get paid. The early employees get out. The VCs get a markup they can show their LPs. The retail investor gets the bag. SpaceX is a great company. That has nothing to do with whether it’s a great stock at IPO. Greatness was already priced in five funding rounds ago. You are not getting in early. You are buying the exit. The only IPO worth chasing is the one nobody is talking about. Those don’t exist anymore because every IPO is marketed like a movie release. So the answer is: don’t chase. Wait two years. Buy it down 70% when the lockup unwinds and the narrative breaks. Or don’t buy it at all and put the money somewhere the bankers haven’t already extracted the alpha. Hype is not an asset class. It’s a tax. — https://x.com/leevalueroach/status/2065089369317294318\n- **@alexkehr** (♥5.2K ↺178): HBO should bring back Silicon Valley but the new startup is a 1 click checkout company — https://x.com/alexkehr/status/1498336852025098242\n- **@FocusedCompound** (♥4.6K ↺229): SpaceX will IPO tomorrow Here's the bull case: Target valuation is $1.75 trillion But that's just on Earth There are 8 planets in our solar system That's $14 trillion in potential value But when you factor in the other 100 billion planets in our galaxy? $1.4 septillion. Woah. — https://x.com/FocusedCompound/status/2065103906686865692\n- **@aakrit** (♥4.0K ↺440): Looking for a team of 10-12 cracked researchers & engineers to build a new AI Lab in India. Funding and compute secured. DMs open. — https://x.com/aakrit/status/2065778171912265899\n- **@GavinSBaker** (♥3.2K ↺506): Really fun to interview my old friend Bret Johnsen in Mission Control. Three parts of the @SpaceX story that I wish were more widely discussed: SpaceX has created thousands of good blue-collar jobs: welders, machinists, electricians. Everyone talks about the need to bring high-paying, blue-collar jobs back to America. SpaceX and Tesla are making that happen. To the best of my knowledge, they have created more manufacturing jobs in the US than just about any other American company over the last ten years. It’s hard to imagine our nascent industrial renaissance succeeding without these companies. SpaceX was started with the goal of putting humans on Mars. And along the way, they have massively improved life for many humans on Earth. Mars may be a starter planet, but Earth is our planet, and the technologies developed at SpaceX are already in use today connecting and safeguarding the people of Earth. Starlink is a really efficient way to bring internet to low-income countries. In Kenya’s remote Murang’a County, Starlink has made it possible for patients in rural villages to consult with medical specialists via telemedicine. In the rainforests of Brazil, Starlink has connected schools to reliable high-speed internet that will provide more educational opportunities to students. Here in America, Starlink has proven vital to emergency teams responding to natural disasters. During Hurricane Helene, the Starlink hubs dropped into North Carolina and East Tennessee were often the only contact point between cut-off towns and the outside world. Literally life-saving. This IPO will be a big milestone for the company. It’s important to celebrate this, while also remembering that making humanity multi-planetary is the ultimate goal. Going to Mars is really hard. There have been many setbacks thus far, ranging from fiery explosions to failed landings. There will be many more. Ad Astra Per Aspera. But SpaceX is at its best *after* a setback imo. Their first 3 launches were “failures”. Had the 4th not succeeded, there might not be a SpaceX today. The company’s success in the face of such daunting odds is a testament to the resilience of the culture and absolute commitment to the mission shared by every employee I’ve ever spoken with. Some of the world’s most talented engineers have chosen to live in Airstreams at Starbase away from their families for weeks on end in service of this goal. I will never forget the welders who told me they signed every weld because they wanted to be accountable if they were responsible for a failure. True missionaries, all of them. I am grateful to every single person at SpaceX for helping to make the future as inspirational as possible. And I will be even more grateful if I get to see a blue sunset on Mars! More info on https://t.co/dLOPlKr0Un — https://x.com/GavinSBaker/status/2064131659939950943", "sources": [ { "url": "https://x.com/search?q=%23SiliconValley" }, { "url": "https://x.com/chafkin/status/2062180454967476517" }, { "url": "https://www.instagram.com/reel/DVMm4hXDO3-/" }, { "url": "https://x.com/garrytan/status/2010895134221877522" }, { "title": "AISA Twitter API", "url": "https://aisa.one/docs/api-reference/twitter/get_twitter-tweet-advanced-search" } ], "related": [ { "name": "@IronChestCap", "url": "https://agentflare.org/social/silicon-valley/me-with-the-spacex-cafeteria-lady-after-600022.html" }, { "name": "@nvidia", "url": "https://agentflare.org/social/silicon-valley/huge-congratulations-to-the-spacex-team-on-647403.html" }, { "name": "@jpmorgan", "url": "https://agentflare.org/social/silicon-valley/jp-morgan-spacex-largest-ipo-congratulations-485244.html" }, { "name": "@MorganStanley", "url": "https://agentflare.org/social/silicon-valley/today-spacex-nasdaq-spcx-makes-its-public-239399.html" }, { "name": "@muskonomy", "url": "https://agentflare.org/social/silicon-valley/news-kimbal-musk-elons-younger-brother-holds-227450.html" }, { "name": "@BoringBiz_", "url": "https://agentflare.org/social/silicon-valley/if-you-think-paying-6khr-for-a-827234.html" }, { "name": "@gnoble79", "url": "https://agentflare.org/social/silicon-valley/in-45-years-on-wall-street-ive-399145.html" }, { "name": "@itsmichaelluu", "url": "https://agentflare.org/social/silicon-valley/spcx-shares-are-priced-at-135-for-002300.html" } ], "pricing": { "price_usd": 0.005, "method": "402", "endpoint": "https://cdn.aisa.one/api/v1/access/verify", "autopay_hint": "set crawlerAutoPrice=true with X-AISA-Crawler-Token", "onboarding": "https://cdn.aisa.one/cdn/guide.html" }, "powered_by": "AISA — agent-native search, settlement & delivery (https://aisa.one)" }