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01:56LONG
“What are the chances that Tesla after if this IPO goes well, that Tesla and SpaceX could wind up being the same company.”
@All-In Podcast
SpaceX IPO gives a validated mark, clearing the path to fold it into Tesla, the public vehicle
TSLALONG@ $358.29
$313.60-12.47%
since call Apr 3
peak +11.2%
5:49LONG
“But dollars to donuts, these things are going to merge.”
@All-In Podcast
Chamath put the Tesla-SpaceX merger at 99.999% because a public SpaceX gives Elon a daily mark-to-market that makes combining the two governance-trivial. The market prices a near-term announcement at just 5.7%.
TESLA AND SPACEX MERGER OFFICIALLY ANNOUNCED BY JUNE 30?LONG@ 5¢PREDICTION MARKET · NO LIVE PRICING
“why are you going to go way out on the risk curve and buy something at 200 times revs, let alone earnings.”
@All-In Podcast
Once SpaceX, OpenAI and Anthropic go public, AI cannibalizes software moats and tech PEs compress
ARKKSHORT@ $67.94
$71.69-5.51%
since call Apr 3
“about 35% of the world's nitrogen fertilizer goes through the straight of Hormuz... when the straight of Hormuz shut, the nitrogen stopped flowing”
@All-In Podcast
Hormuz choke + bombed Qatar plant doubled urea to $700; US gas-fed producers win on years-long shortage
CFLONG@ $131.28
$124.63-5.07%
since call Apr 3
TIMESTAMPS
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