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SpaceX Dilution or xAI Upside?
Would you prefer to be a SpaceX investor taking 20% dilution here or a Twitter/x. ai investor rolling into the largest market cap private company on the planet maybe 6 months before it goes public. What you just saw is the rehabilitation of the IPO.I'm going to call it the end of stay private forever. >> Compute and revenue have a 1 to1 correlation. So as long as that holds, it makes sense to consume every single penny of capital on all of planet Earth.Elon operates like the Marines. No investor left behind ...
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Would you prefer to be a SpaceX investor taking 20% dilution here or a Twitter/x.ai investor rolling into the largest market cap private company on the planet maybe 6 months before it goes public? What you just saw is the rehabilitation of the IPO. I'm going to call it the end of stay private forever. >> Compute and revenue have a 1 to1 correlation. So as long as that holds, it makes sense to consume every single penny of capital on all of planet Earth. Elon operates like the Marines. No investor left behin ...
马斯克为何捅破“印度CEO的神话”
Sou Hu Cai Jing· 2026-02-05 03:19
【留美学子】第3732期 13年国际视角精选 仰望星空·脚踏实地 【 陈 屹 视 线 】 教 育 · 人 文 · 名 家 文 摘 马斯克为何捅破"印度CEO的神话" 在过去的二十年里,硅谷的权力走廊里流传着一套无往不利的"成功算法":名校MBA背景、极高的情 绪价值、如鱼得水的流程管理、以及对"政治正确"的精准把控。 这套算法将印度裔精英推向了权力的巅峰,帕拉格·阿格拉瓦尔(Parag Agrawal)们成为了全球化精英 最完美的样板。 然而,当埃隆·马斯克(Elon Musk)带着一架水槽走进Twitter总部时,这套算法彻底死机了。 这不仅是一次简单的CEO交接,更是一场关于"工程师文化"与"经理人文化"的惨烈对撞。 马斯克辞退印度裔高管,绝非偶然,而是他蓄谋已久的一场"去油腻"手术。 第一性原理对官僚主义的清算 马斯克与阿格拉瓦尔的矛盾,本质上是"造物者"与"管理者"的阶级斗争。 在两人的短信往来中,这种错位感近乎荒诞。 阿格拉瓦尔谈的是"长期愿景"和"团队士气",这些辞藻华丽、逻辑圆润,是标准的硅谷高管范式。 但在推行"第一性原理"的马斯克眼中,这些都是废话。 他直接质问加德:"你到底是规则的执行者, ...
X @Bloomberg
Bloomberg· 2026-02-03 22:22
A federal judge rejected Elon Musk’s attempt to throw out SEC lawsuit alleging he waited too long to disclose his growing stake in Twitter https://t.co/2seNYOkmX4 ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)Joe Rogan to Elon Musk“Thank you so much for buying Twitter. Thank you so much. I'm not exaggerating when I think you changed the course of history. I really do. I really think you made a fork in the road.”https://t.co/jYUnKacEix ...
X @Tesla Owners Silicon Valley
Joe Rogan to Elon Musk“Thank you so much for buying Twitter. Thank you so much. I'm not exaggerating when I think you changed the course of history. I really do. I really think you made a fork in the road.”https://t.co/jYUnKacEix ...
X @Tesla Owners Silicon Valley
Elon Musk on the real reason he bought Twitter“I didn't do the Twitter purchase because I thought it was a great way to make money. I knew that there would be a zillion slings & arrows coming in my direction.It really felt like, there was a civilizational danger that unless one of the major online platforms broke ranks, then, because they're all just behaving in lockstep along with the legacy media. Literally there was no place to actually get the truth. It was almost impossible. So everything was just gett ...
X @BSCN
BSCN· 2026-02-03 10:42
🚨BREAKING: POLICE RAID X/TWITTER'S OFFICE IN FRANCEFrench police have conducted a raid on X/Twitter's Paris-based office."A search is being carried out at the French premises of X by the cybercrime unit of the Paris public prosecutor's office, together with @CyberGEND and @Europol, as part of the investigation opened in January 2025. The Paris public prosecutor's office is leaving X. Find us on Lkd and Insta."... reads a translated post from Paris Public Prosecutor’s Office. ...
X @Herbert Ong
Herbert Ong· 2026-02-02 23:38
Wtf just happened?Twitter is now SpaceX?Let that sink in! https://t.co/tMUHJpXDM8 ...
X @Mike Benz
Mike Benz· 2026-01-30 22:23
Republicans have a majority in both chambers of its state legislature in Wyoming. Passage of this new bill to allow US social media companies to fight back against the EU and other censorship czars is a must. Opposition to it from any Wyoming Republican must be career-ending.Mike Benz (@MikeBenzCyber):Absolutely massive. @elonmusk, if this bill passes in Wyoming, may wanna consider relocating some servers to Wyoming. Bill would give X ammo to fight back against the EU censors with a powerful legal lever of ...