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RT Amy: TESLA AFTER A SPACEX IPO Many analysts assume a static pie — i.e. a scarcity mindset. They think a SpaceX IPO hurts Tesla longterm by splitti...
RT Amy
TESLA AFTER A SPACEX IPO
Many analysts assume a static pie — i.e. a scarcity mindset. They think a SpaceX IPO hurts Tesla longterm by splitting Elon’s (and investors’) attention. They somehow forgot that Elon Musk built both Tesla & SpaceX simultaneously to trillion-plus valuations. Tesla has always been volatile, a SpaceX IPO is just this week’s excuse. Traders make money from volatility.
These analysts are ALREADY WRONG. Within 3 months of AJ’s doomsday 2/25 analysis, Tesla & SpaceX are deepening a mutually beneficial partnership. This isn’t a zero-sum game. Instead of each company remaining on a trajectory to be an $8 Trillion company, Elon Musk leveled up to a new 100 Trillion market cap goal.
Instead of competition between Musk companies and divided loyalty, Elon Musk has tasked Tesla/SpaceX/xAI with one audacious mission: remove the constraint of Earth and its limited resources by kick-starting a true Space Economy flywheel. Digital Optimus, the Terafab and AI Space Compute are just the start. A SpaceX IPO primes the flywheel with initial operating cash.
This is the biggest undertaking in human history — an investment opportunity that could exceed today’s Earth economy by 10x, 100x, or even 100,000x. What’s the actual limit once humanity goes galactic?
The “Elon Musk community” doesn’t split — it gets stronger as the mission converges.
🧵 Next, don’t ignore the early signals & kick yourself later
Elon Musk: Given that I have built two companies in widely different fields to trillion dollar plus valuations simultaneously, I am might be getting a few things right once in a while
TESLA AFTER A SPACEX IPO
Many analysts assume a static pie — i.e. a scarcity mindset. They think a SpaceX IPO hurts Tesla longterm by splitting Elon’s (and investors’) attention. They somehow forgot that Elon Musk built both Tesla & SpaceX simultaneously to trillion-plus valuations. Tesla has always been volatile, a SpaceX IPO is just this week’s excuse. Traders make money from volatility.
These analysts are ALREADY WRONG. Within 3 months of AJ’s doomsday 2/25 analysis, Tesla & SpaceX are deepening a mutually beneficial partnership. This isn’t a zero-sum game. Instead of each company remaining on a trajectory to be an $8 Trillion company, Elon Musk leveled up to a new 100 Trillion market cap goal.
Instead of competition between Musk companies and divided loyalty, Elon Musk has tasked Tesla/SpaceX/xAI with one audacious mission: remove the constraint of Earth and its limited resources by kick-starting a true Space Economy flywheel. Digital Optimus, the Terafab and AI Space Compute are just the start. A SpaceX IPO primes the flywheel with initial operating cash.
This is the biggest undertaking in human history — an investment opportunity that could exceed today’s Earth economy by 10x, 100x, or even 100,000x. What’s the actual limit once humanity goes galactic?
The “Elon Musk community” doesn’t split — it gets stronger as the mission converges.
🧵 Next, don’t ignore the early signals & kick yourself later
Elon Musk: Given that I have built two companies in widely different fields to trillion dollar plus valuations simultaneously, I am might be getting a few things right once in a while