Keep pulling the thread on Gavin Baker.
Clark Tang states that the monetization rate for AI compute has increased from approximately $20 billion per gigawatt at the beginning of the year to a range of $30 billion to $40 billion per gigawatt.
Brad Gerstner believes that if Anthropic's revenue had not significantly increased this year, the entire stock market could have been down for the year.
The Mag Seven companies have added a combined $1 trillion of revenue in the last 7 years.
The addition of $1 trillion in revenue to the Mag Seven over the last 7 years resulted in a $17 trillion increase in their combined market capitalization.
Brad Gerstner forecasts that SpaceX, Anthropic, and OpenAI will collectively add another $1 trillion in revenue over the next 4 to 5 years.
Brad Gerstner predicts that AI will eventually transform 5% to 15% of global GDP.
According to reports from The Wall Street Journal and Goldman Sachs, SpaceX is projected to generate $160 billion in revenue in 2028.
The initial public offering for SpaceX is priced at $135 per share, valuing the company at $1.77 trillion.
According to an analysis by Clark Tang, xAI's cloud computing deal with Google generates more operating profit per gigawatt than deals involving Anthropic, Meta, Google, or OpenAI.
An analyst at Altimeter calculated a 55% Internal Rate of Return (IRR) on SpaceX's Colossus-1 data center project.
Cursor and Anthropic each possess more tokens of proprietary coding data than the total amount of coding data available on the public internet.
SpaceX's ultimate goal for its Starship vehicle is for both stages to fly 30 to 50 times before requiring a retrofit.