First Principles Group @1stPrinciplesGp
First Principles Group is an independent investment firm based in first principles thinking. FirstPrinciples.Group Chicago, IL Joined January 2021-
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We call them “V2 Mini”. They represent a step forward in Starlink capability
Happy Thanksgiving all! Check your email to find out what we're grateful for this year! 🚀🦃
🚀 🚀 🚀 🌙 ⭐️
They were at 250k 2 months ago. And over 400k today. Where will they be at year end? How about at end of 2023? Could the Terminal bottleneck be resolved?😉 🚀
They were at 250k 2 months ago. And over 400k today. Where will they be at year end? How about at end of 2023? Could the Terminal bottleneck be resolved?😉 🚀
SpaceX continues to execute flawlessly. Congrats to the entire @SpaceX team & @elonmusk. Starlink has become more mature, launch business more consistent, and amazing progress on Starship. Ad Astra! finance.yahoo.com/news/spacex-em…
This is the 3rd airline now with being connected to Starlink. More are coming. barrons.com/articles/space…
Here comes the aviation market getting on the Starlink train. How big of a market is this? What is the profit margin and what market share will SpaceX take? @SawyerMerritt @TeslaPodcast @Gfilche wsj.com/articles/delta…
Glad we could get one in the books. Will keep trying for other qualified members of the group. Ad Astra.
Sawyer Merritt @SawyerMerritt
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@WholeMarsBlog It’s Leaked already… 😄 - FSD Beta visualizations for Autopilot - Create and control light shows from Tesla app. - New Apple Watch Tesla app. - Auto wipers fixed. - Grok AI assistant. - Weather data overlay. - 360° view. - New Games. - Car will greet you as you enter.
Not studying to be a software engineer was one of the biggest mistakes of my life Software is eating the world and I’m just a stupid doctor Sigh
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@1stPrinciplesGp Such an amazing opportunity!! Thanks FPG!
Here comes the aviation market getting on the Starlink train. How big of a market is this? What is the profit margin and what market share will SpaceX take? @SawyerMerritt @TeslaPodcast @Gfilche wsj.com/articles/delta…
@jasondebolt @ChrisGuthrie @data_ev Jason, did you speak with Ben & Michael from @1stPrinciplesGp ? If not, you should. 😉✨
Buffett once said: “It’s not about timing the market, it’s about time in market.” There should be a step down in capital gains tax for individuals as they hold stocks. 20% per year decrease in cap gains tax. 0% after a five year hold period. Incentivize long term behavior.