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Jarsy
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Jarsy.com - making pre-IPO investing (SpaceX, xAI & more) accessible to everyone.
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Jarsy
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Prediction markets say Discord has a 93% chance to IPO this year. OpenAI? Only 37%. The full top 10, powered by Kalshi 👇
Prediction markets say Discord has a 93% chance to IPO this year.
OpenAI? Only 37%.
The full top 10, powered by Kalshi 👇
Jarsy
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The FCC just approved 7,500 more Starlink satellites. That brings the constellation to 17,000+ satellites, more than every other country on Earth combined. SpaceX > China + Russia + EU
The FCC just approved 7,500 more Starlink satellites.
That brings the constellation to 17,000+ satellites, more than every other country on Earth combined.
SpaceX > China + Russia + EU
Jarsy
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Revolut built a $75B bank in 10 years with zero branches. HSBC took 160 years and 3,900 branches to get to $212B. This is what disruption looks like.
Revolut built a $75B bank in 10 years with zero branches.
HSBC took 160 years and 3,900 branches to get to $212B.
This is what disruption looks like.
Jarsy
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Who's buying TikTok? The U.S. ban deadline is January 22. The app is valued at $14 billion. Here's who could own it next.
Who's buying TikTok?
The U.S. ban deadline is January 22. The app is valued at $14 billion.
Here's who could own it next.
Jarsy
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SpaceX is no longer a rocket company by revenue. Starlink went from $200M to over $10B in just four years, flipping the entire business model. Here's the company's revenue breakdown.
SpaceX is no longer a rocket company by revenue.
Starlink went from $200M to over $10B in just four years, flipping the entire business model.
Here's the company's revenue breakdown.
Jarsy
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Claude code. vibe coding. AI. prompts. gemini... We asked random people how they feel about AI. Here's what they said.
Claude code. vibe coding. AI. prompts. gemini...
We asked random people how they feel about AI.
Here's what they said.
Jarsy
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One rocket used to mean one flight. Now a single Falcon 9 booster has flown 20+ times. Reusability changed everything.
One rocket used to mean one flight. Now a single Falcon 9 booster has flown 20+ times.
Reusability changed everything.
Jarsy
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There are now 11 private companies worth $100B or close to it. In 2020, there were 2. The $100B club isn't exclusive anymore.
There are now 11 private companies worth $100B or close to it.
In 2020, there were 2.
The $100B club isn't exclusive anymore.
Jarsy
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xAI just raised $20B. But what most are missing is that Elon is the only one building AI who owns: > Data & Distribution > Compute > Models > Physical AI That's the moat.
xAI just raised $20B.
But what most are missing is that Elon is the only one building AI who owns:
> Data & Distribution
> Compute
> Models
> Physical AI
That's the moat.
Jarsy
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The market is saying one Discord user is worth five Snapchat users. User retention and session times are a major reason for it. But is engagement alone enough? Or does Discord need to scale advertising and Nitro to justify the valuation?
The market is saying one Discord user is worth five Snapchat users.
User retention and session times are a major reason for it.
But is engagement alone enough?
Or does Discord need to scale advertising and Nitro to justify the valuation?
Jarsy
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Starlink has more satellites than all competitors combined. Then multiply by 14. How? SpaceX launches its own satellites at a fraction of what competitors pay for third-party rockets. When you own the rockets, you control the economics.
Starlink has more satellites than all competitors combined.
Then multiply by 14.
How? SpaceX launches its own satellites at a fraction of what competitors pay for third-party rockets.
When you own the rockets, you control the economics.
Jarsy
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"Everything is overpriced but who cares" xAI just announced a $20B funding round. So we asked people: Is AI in a bubble? Here's what they said.
"Everything is overpriced but who cares"
xAI just announced a $20B funding round. So we asked people:
Is AI in a bubble?
Here's what they said.
Jarsy
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2010: 2 launches, $1.0B valuation 2025: 165 launches, $800B valuation SpaceX went from launching twice a year → every 2.2 days, redefining what's possible in space. Here's the full history in one chart.
2010: 2 launches, $1.0B valuation
2025: 165 launches, $800B valuation
SpaceX went from launching twice a year → every 2.2 days, redefining what's possible in space.
Here's the full history in one chart.
Jarsy
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Binance is untouchable. Behind it, the race for 2nd place is tight. But there's an impostor among them. Can you spot it?
Binance is untouchable.
Behind it, the race for 2nd place is tight.
But there's an impostor among them. Can you spot it?
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