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$VAST-SPACE · SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
now playing · $VAST-SPACE
$VAST-SPACEbullish· medium· posjason calacanis
Jason Calacanis: Syndicate investment in Vast Space building orbital stations
Vast Space is building modular space stations using pre-purchased SpaceX launches; thesis is that Google, Amazon, or other tech giants may want their own orbital infrastructure, c…
$OHALObullish· medium· posdavid friedberg
Friedberg: Ohalo shipping boosted potato seeds to North American farmers
Ohalo's boosted breeding technology is commercializing; shipping seed to farmers across North America including Roger the Dirt Farmer's operation, demonstrating real-world tractio…
$TAO···bullish· low· posjason calacanis
Jason Calacanis: Small bet on TAO for distributed compute subnets
TAO's subnet architecture for distributed computing is fascinating; placed a small personal bet (~$500-600K) on the token as exposure to decentralized AI compute incentives.
$TSLA···bullish· highchamath palihapitiya
Chamath: 99.999% probability Tesla merges with SpaceX post-IPO
Tesla's robotics and manufacturing expertise will combine with SpaceX's launch capability to create a moon-based industrial frontier, with cross-disciplinary learning compounding…
$SPCX···bullish· highchamath palihapitiya
Chamath: SpaceX IPO enables Tesla merger via validated mark-to-market
A public SpaceX provides real-time valuation that eliminates governance disputes over Elon's time allocation and enables a tax-efficient merger with Tesla, combining robotics, AI,…
$OPENAIbullish· highchamath palihapitiya
Chamath: OpenAI must IPO immediately before AGI erodes software moats
OpenAI and Anthropic are trillion-dollar companies that need to go public quickly to fortify balance sheets; once SpaceX, OpenAI, and Anthropic are public, their AI technology wil…
$ANTHROPICbullish· highchamath palihapitiya
Chamath: Anthropic must IPO immediately alongside OpenAI
Anthropic is a trillion-dollar company that needs to go public quickly to fortify its balance sheet before AI-driven tech sector multiple compression makes capital raising difficu…
$BTC···bearish· mediumchamath palihapitiya
Chamath: Quantum computing threatens Bitcoin in 5-7 years
Functional quantum chips capable of breaking SHA-256/ECDSA are likely 5-7 years away; Bitcoin is the most obvious honeypot for non-state actors with quantum capability, who would…