David Garcia

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@DG__tw

CIO & Managing Partner at @borderless_cap
| The Future is Borderless |
My views and post are my own. Its'n FA and DYOR.

Miami borderlesscapital.io Joined September 2009

862 Following 4.4K Followers 1.5K Posts

Latest posts 5

David Garcia @DG__tw 3d

PJM cleared capacity at $333.44 per megawatt-day and still came up short. Texas already prices the wait in statute. Markets price the joule at the hub. Process prices the connection. Statute binds. One constraint. Two prices.
The connection has a contract. x.com/i/article/2118…

David Garcia @DG__tw 3d

Just got a new @MIT Professional Education
🚀🚀🚀

credential.net/3b72e6e7-e532-…

www.credential.net New Space Economy: Technologies, Products, Services, and Business Models • David Garcia • MIT... Home of digital credentials

David Garcia @DG__tw Oct 29

Apollo just committed $40 billion to SpaceX for GPUs. The collateral is Starlink. The next day the FCC cleared Amazon to buy Globalstar for its spectrum. Unbacked neoclouds pay almost 16 percent to borrow. Credit follows the cash flow that is not the chip. x.com/i/article/2115…

David Garcia @DG__tw Oct 22

NASA's commercial rate for an astronaut hour on the ISS is $130,000. A U.S. factory hour costs $48.62. In July a robot left to service a satellite no human will touch. Space buys few robots but pays the most per machine. In orbit, the robot is the default. x.com/i/article/2113…

David Garcia @DG__tw Oct 16

Tesla has logged 15.6 billion FSD miles. Waymo has 271 million with nobody at the wheel, and it's the one paid for 500,000 rides per week. Data now sells by the dataset. What teaches a machine is the bill that lands when it fails. The loop is not for sale. x.com/i/article/2111…