Why OpenAI Is The Next Amazon - GoodAlexander
SpaceX’s roughly $25 billion IPO, with about 30% allocated to retail, could drain liquidity from adjacent speculative assets even if the company trades well.GoodAlexander prefers OpenAI because 900 million ChatGPT DAUs and a reportedly $100 million six-week ad pilot create an Amazon-like monetization option, while orbital-compute execution, legacy-telecom disruption, and user trust remain key risks.
The New Administration Means Major Change for Crypto, AI & Tech w/ Salim Ismail | EP #143
A tech-heavy Trump White House could catalyze crypto, energy, space, and AI deregulation, while cheaper launches and abundant power expand the addressable market for autonomous machines.NVIDIA’s Cosmos and $3,000 Project DIGITS position it beneath robotics and developers, but agent-driven labor displacement, regulatory simplification, fusion timelines, and humanoid deployment remain unresolved risks.