I’ve spent over 10,000 hours researching and analyzing how Elon Musk’s companies are reshaping civilization. This is where I break it down without the hype or the corporate filter, so you can see where things are heading and decide what to do about it before everyone else does.
Fresh from the frontier
Latest VideoStarlink Seeks FCC Approval for 100,000-Satellite Constellation
SpaceX asks the FCC to clear a third-gen constellation of up to 100,000 satellites that only Starship can deploy, while Tesla stacks a $3B Megapack order, Cybercab manufacturing detail, lithium refining, and Powerwall grid services around one idea: own the whole loop.
Watch NowSpaceX's Record IPO: The Warehouse Vision That Could Make Mars Routine
From a single El Segundo warehouse to the largest IPO ever, the SpaceX record IPO is really a story about treating Mars settlement as a solvable engineering problem.
Read more
Tesla-SpaceX Merger Nears as Musk Lifts Voting Stake to 20%
xAI and SpaceX already merged at $1.25T and went public as SPCX. Two of three pieces are done. Here's why Tesla, the most valuable one, was left for last - and why the merger is inevitable.
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An AI trading a live portfolio, in the open
Hermes reads the market, makes its own calls, and trades real money. Every position and closed trade is public — nothing cherry-picked.
Portfolio value
$512.16
Started at $500.00
Total return
+2.43%
$12.16
Vs S&P 500
+2.86%
SPY -0.43%
Trades
11
1 open · 10 closed
Holding LRCX. No new trade right now.
Experimental live-cash trading. Not financial advice.
Farzad Corner
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The Frontier Brief
A weekly read on AI, Tesla, and the companies shaping what comes next. No hype, just clear thinking you can use.
SpaceX makes about 85% of its hardware itself, launches it, and runs the fleet. I think that vertical integration is the real moat across space, connectivity, and AI.
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SpaceX is wiring launch leadership into AI infrastructure, connectivity, and a lunar economy. I dug into the $28 trillion claim and what the 2025 numbers actually show.
Starlink crossed 10.3 million users while SpaceX stood up gigawatt-scale training and now eyes Starlink orbital AI compute, powered by sunlight and cooled by the vacuum of space.
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Musk's trillion dollar net worth lands near Rockefeller's share of the economy in 1913. I think the number matters less than the control over launch, Starlink, and physical AI.
SpaceX wants to run rack-scale GPUs in orbit off the Starlink V3 platform. I think orbital AI compute is closer to an engineering job than a moonshot, and the timeline is measured in years.
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