April 3 2026
- No Sacks 😟
- SpaceX IPO
- $1.75T reported valuation
- Should merge with Tesla to reduce noise and overhead for Elon
- Moon manufacturing and logistics might be simpler - lower gravity, no atmosphere, make it easier to move things around without friction
- Could be a fraction of the cost of doing the same on earth
- Robots will help move Humans to the moon
- Could be a fundamental parallel technology infrastructure
- This is enabling other amazing entrepreneurs - like Vast making space stations, etc
- This will unleash a huge economy of things that we have no idea about
- Last mile logistics needs to be built
- Space garbage collection needs to be figured out
- Power generation is being worked on
- Intersection of autonomy, robotics and space travel will expand humanity’s potential
- Rebuttal to socialists on earth who are trying to stop everything
- More 2026 IPOs
- Anthropic, OpenAI, Databricks
- Maybe Stripe, Canva, Cerebras
- Riskier the further down the IPO chain you’re in
- Claims of OpenAI secondary sales not being very high in value
- OpenAI and Anthropic are incredible companies
- Iran War
- 34 days of Iran War
- Trump addressed the nation - claims most American objectives achieved
- Cost of war is high - 10s of billions - asking for more
- Lives lost are tragic
- Fertilizers (N - Nitrogen, K Potassium (this is what Ukraine is richest in - Potash, P Phosphorous)
- N is the most common around the world - (most of it is obtained near where Natural Gas is available)
- 35% of the world’s nitrogen fertilizer flows through Strait of Hormuz
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China makes 15% - they are the swing producer - they shut out the rest of the world when the war started
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You can see the price rise
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This hurts around the world
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The Qatar facility - the largest in the world - was destroyed - will take 3-5 years to restore
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These supply chain problems are spreading shockwaves throughout the world
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China is using this as leverage - also not buying corn, etc - double whammy to hurt American farmers
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- Trump’s approval rating
- -17% - least popular he has ever been
- Polymarket showing Dems winning Senate 51% House 86%
- Bitcoin susceptible to Quantum Cryptography
- Event Horizon seems to have moved up 20 years
- A non-state actor would drain the honeypots but then will tell everyone that crypto has gone to shit and then will buy everything for cheap
- Crypto Community needs to get their stuff in order within 5-7 years else things could go to hell
- Quantum will do to crypto what AI is doing to SaaS
- Besties stumping for their portfolio
- Liquidity Summit
- Re****-maxing?
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