fifth beer ⚔️ retweeted
Legacy cell carriers a few months ago: Starlink Mobile will not be a competitor. Their signal won’t even be able to penetrate walls.
Legacy cell carriers today: Oh shit, we were wrong. Quick, start lobbying so they can’t compete!
SpaceX plans to launch their next-gen Starlink Mobile service, built for 5G speeds, in early 2028.
Legacy cell carriers today: Oh shit, we were wrong. Quick, start lobbying so they can’t compete!
SpaceX plans to launch their next-gen Starlink Mobile service, built for 5G speeds, in early 2028.
AT&T, Verizon, and T-Mobile are jointly lobbying the FCC to preserve existing rules as @SpaceX moves closer to launching its own independent cellular network that would compete directly with the three major U.S. carriers.
On Oct 20th, reps from all three major U.S. wireless carrials to push back against proposed changes that would give satellite companies more freedom to offer cellular service.
The carriers urged the FCC to:
• Block satellite companies from using certain 5G frequencies currently used by wireless carriers.
• Keep rules requiring satellite companies to get permission from wireless carriers before using their licensed spectrum.
• Allow wireless carriers to maintain control over these agreements, including the ability to end them.
• Reconsider proposed interference limits to protect existing cellular networks.
Based on all the public communications from these carriers, and the lobbying, they are clearly worried that SpaceX's @Starlink Mobile network is going to be a major competitor to them. Starlink Mobile will become the first network operator to deploy both satellite and terrestrial spectrum.
The FCC recently announced that they are considering new rules that could make it easier for satellite companies like SpaceX to offer cellular service without relying as heavily on existing wireless carriers, so this is partly what the three big carriers are fighting against.
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fifth beer ⚔️ retweeted
for the record, this is how the chinese government thought about jack ma, and why it ultimately destroyed him. there is really no philosophical difference between our hard left and their hard left. and the only practical difference is their hard left's in power.
The reason to threaten Musk is to terrify anyone who would even think of opposing these people. If they can take out the world's richest man and our greatest contemporary industrialist, then just think what they can do to you and to the average Jane and Joe.
We must stop them.
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Between this and Anthropic’s new public benefit fund, isn’t that the exact kind of broad ai ownership you’ve been advocating @SenSanders ?
Next year, I will give one of my SpaceX shares to every kid in America.
This will be the first of many.
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You can tell if you just talk to ordinary people how many of them have no intuition for supply and demand. Even as they roll their eyes and insist that it’s more complicated than that, you can see that they don’t yet have a grasp on even that most basic concept.
Ten thousands iterations of people making “business majors be like profit = revenue - expenses” jokes misses the fact that this is actually not understood by a majority of the population.
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fifth beer ⚔️ retweeted
We're all born left wing.
Understanding nothing about ourselves or the world, weak, illiterate, inarticulate, completely selfish, unable to care for even our most basic needs, and unable to communicate except by crying.
Understanding nothing about ourselves or the world, weak, illiterate, inarticulate, completely selfish, unable to care for even our most basic needs, and unable to communicate except by crying.
We're all born left wing.
Ask any kid if homeless people should be fed and housed, if everyone deserves healthcare, if bombing families is wrong, if racism is bad, if air and water should be clean, if trees and nature are good...
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Marx’s own father eventually called him out for his constant desire to leech off of everyone around him.
There's an even funnier letter.
When Engels' wife died, Marx sent him a letter that barely acknowledged "Fred"'s loss in a single sentence before immediately jumping on to begging for money.
Engels got angry with him over it. 😆
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@The_Paladin_Dad I don't think he played the politics right.
If you want a new regime to succeed, you got to purge those whom don't align with your vision. I think he tried to work within the framework of the "new way" they did things, by committee, and was crowded out as a result.
If you want a new regime to succeed, you got to purge those whom don't align with your vision. I think he tried to work within the framework of the "new way" they did things, by committee, and was crowded out as a result.
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fifth beer ⚔️ retweeted
Technical moats are mostly over at this point. If you’re building something that is meant to be durable, the only moats now are:
• Proprietary data
• Network effects
• A physical component
• Proprietary data
• Network effects
• A physical component
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"Mathematicians did not ask for this work to be done" might become one of the historical quotes from this era, perfectly depicting the downfall of academia
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Complaints about Singapore are like “That place is insane, you can't even willingly commit an act of violence, theft, or immigrate there and talk about how much you hate them while living off their welfare system without them being super harsh or deporting you."
I think Singapore could really be an S+ tier city if the government was just slightly less authoritarian
The white foreigner with total visitation time of around 3 weeks said
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You shouldn't have planned your whole retirement around a government program. Why should young families have to pay the price for your naivety and poor planning?
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The only generation that knows how computers work is also the most relaxed about AI:
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As a general rule I stop buying from companies whose advertising campaign tries to teach me to be a better person…
Nike's management believed in something, and its shareholders sacrificed everything.
The stock traded above $170 in late 2021. By October 2026, it sat below $36. This destruction of shareholder value is what happens when a company operating in a competitive environment adopts
In 2018, Nike handed Colin Kaepernick a multimillion-dollar ad campaign built around social grievance rather than athletic excellence. The marketing team celebrated the backlash as proof they'd "taken a stand." Consumers responded by burning shoes in their driveways. More quietly, they responded by buying New Balance, Hoka, and On Running instead, turning this into the most expensive ad campaign in history.
A brand sells identity. Nike's identity shifted from "peak human performance" to "progressive political signaling." This repelled the exact middle-American consumer who buys the most sneakers. Nike's core customer earns $50,000 to $80,000 a year, coaches youth sports on weekends, and doesn't want a lecture with his running shoes.
Meanwhile, Nike hollowed out its actual product pipeline. Innovation spending stagnated while the communications budget chased cultural relevance. Competitors filled the performance gap aggressively. Brooks grew. Hoka captured the serious running market. On Running, founded in Switzerland in 2010, built a $2.6 billion revenue business by 2024 by selling performance.
Free market economists would tell you this outcome is perfectly predictable. Profit signals coordinate resources toward consumer preferences. Ignore those signals long enough, and capital migrates toward competitors who actually listen. No government bailout restores a brand once consumers decide they prefer someone else.
Nike's own executives made deliberate choices that alienated paying customers while rewarding internal political culture. The market simply recorded their verdict.
Are you still buying Nike shoes and clothes, or have you moved on?
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fifth beer ⚔️ retweeted
@finn3v @thetreygoff there's a clear split between those who call it chat, vs those who call it gpt
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