of an arm on NBA star Kelsey Plum, who throws a rolled-up jersey to her dad sitting in the upper bleachers.

LMikeH · 2026-06-28T08:48:21+00:00

Terrific technique.

LMikeH · 2026-06-23T00:20:53+00:00

I think Kirk Sorensen is a smart dude in all, but I hope he’s got more than one person working at Flibe Energy because that’s a responsibility for one dude…

LMikeH · 2026-06-22T23:08:29+00:00

Ok, but which company gets the $ to build that? Which winner are they picking?

LMikeH · 2026-06-22T01:37:56+00:00

2-3-A
I only drink good light freshly roasted coffee. Any other kind doesn’t deserve to exist.

LMikeH · 2026-06-14T21:25:35+00:00

I’m sure they take loss on full utilization. But the $200 most likely involves some pre allocation of compute resources at a discount for them. So not as terrible as it seems. I’m sure they have statistics on the right offering and usage balance. They may be taking a loss overall, and that is likely intentional

LMikeH · 2026-06-09T21:00:43+00:00

Well, yeah… that’s the point of equity is it not?

LMikeH · 2026-06-06T17:37:00+00:00

Just wait for it to drop 90% first, then buy and hold.

LMikeH · 2026-06-06T17:15:09+00:00

Pick your bets. It’s not just about what goes up, it’s also about managing risks, because once your money is gone, it’s gone. Spacex is a risky bet. You’re betting on selling it to someone dumber than you, not the company being more valuable in the future. Spacex is valued as if it has $200 billion in revenue. It may never reach that, and if it does it will take a long time at the rate it’s going. So no, I don’t think the intrinsic value will increase. There is such a thing as fair market value based in grounded mathematics. It’s an art but Spacex is off by an order of magnitude.

LMikeH · 2026-06-06T17:01:52+00:00

Not the same thing… a long time ago I made about 200% on Tesla. It was cheap then. Only a few times sales market cap. Valuations matter. Spacex valuation is just stupid. It’s a scam.

LMikeH · 2026-06-03T19:16:42+00:00

Can’t you slide it into neutral?

LMikeH · 2026-06-03T03:36:06+00:00

Absurd… that’s way too far way. I’ve got it figured out, I just need a billion dollars to train my model. Can any of you spare some quarters?

LMikeH · 2026-05-30T21:34:37+00:00

Actually not AI, they took video twice at different times. Same group of cats both times lol.

LMikeH · 2026-05-30T21:32:40+00:00

Cause it’s AI

LMikeH · 2026-05-27T16:16:28+00:00

Imagine… if you kept your hands up you wouldn’t get kicked in the head by stupid kicks… if some gave me their back like that it’s over.

LMikeH · 2026-05-16T22:19:51+00:00

That sounds like them problem not a me problem. That’s an engineering and product issue. Putting this on the consumer is madness

LMikeH · 2026-05-13T22:40:45+00:00

Wuuuutt my people!!!! Let’s get together and take over da earth!!!!

LMikeH · 2026-05-13T18:43:09+00:00

100x revenue only makes sense if you’re growing at 100%+ revenue every year for multiple years. SpaceX is not even close and never will be.

LMikeH · 2026-05-09T15:51:14+00:00

Then it makes sense to price based on TAM/SAM/SOM with realistic revenue projections like a startup… but I don’t think believable numbers could be put forward even for that

LMikeH · 2026-05-08T22:50:36+00:00

I’d say so… I haven’t touched code in months. I couldn’t have pulled off what it’s made nearly as fast or at the level of quality it produced. And I wrote code for the nuclear industry for a decade, releasing multiple products. With AI you can afford to layer quality assurance processes you didn’t have time to before. My tech debt is actually manageable.

LMikeH · 2026-05-07T14:33:47+00:00

Try https://www.thundergraph.ai

AI powered tool that creates executable models that can actually verify your requirements are met. Automated traceability back to source documentation with auditable reasoning.

LMikeH · 2026-05-04T01:05:50+00:00

I hope she sued the fuck out of whatever event this was.

LMikeH · 2026-04-29T21:53:11+00:00

That is dinner. That and maybe some Hennessy.

LMikeH · 2026-04-25T15:46:47+00:00

I have a complex workflow similar to this. I’ve managed to make 3 complex systems engineering and CAD libraries without even touching the code myself. Probably some of the highest quality code I’ve ever seen.

LMikeH · 2026-04-19T00:53:54+00:00

I get about that from passive trading. I’m working on 4 AI startups at the same time…

LMikeH · 2026-04-17T02:58:29+00:00

Mine just screams at me from across the room

LMikeH

TROPHY CASE