Mach33 Financial Group (@mach33) / X

Mach33 Financial Group

5 posts

Mach33 Financial Group

@mach33

We research and invest in companies developing expansion technologies shaping the future of humanity, including space, AI, robotics, and advanced infrastructure

Florida

Joined May 2026

Mach33 Financial Group
@mach33
14h
"Every watt of sun light you absorb is a watt of GPU you can't run with that radiator"
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2.2K
Mach33 Financial Group
@mach33
Jun 17
We rendered the SpaceX AI1 ~2t satellite to show how mass balance shifts between thermal and solar given your assumed subsystem mass efficiency Article goes into implications, only publicly available for next 33 hours: research.33fg.com/analysis/space…
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1.5K
Mach33 Financial Group
@mach33
Jun 16
Where do trillions in compute demand come from? Not chatbots. A paragraph is hundreds of tokens; a humanoid robot's live video is millions, and ~30% has to run off-board.
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5.3K
Mach33 Financial Group
@mach33
Jun 12
5,000 simulations. 350 assumptions. One model for what SpaceX is worth. The Mach 33 team walks through its full SpaceX valuation framework ahead of the IPO, from Starlink's cash engine to the orbital compute opportunity. Full episode below.
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8.7K
Mach33 Financial Group
@mach33
May 27
the Mach33 handle is home
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