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$SPCX · SpaceX IPO prices civilizational EXO, not cash flow
now playing · $SPCX
$SPCX···bullish· medium· possalim ismail
SpaceX IPO prices civilizational EXO, not cash flow
Public market pricing in civilizational EXO — buying command over exponential technologies (launch, satellites, orbital data) not cash flow. Exponential organization capstone. Mon…
$SPCX···bullish· high· pospeter diamandis
SpaceX IPO at $2.89T: civilizational bet with three exponential curves
SpaceX is not a normal tech stock but a civilizational bet combining launch monopoly (moat by 10-100x), Starlink profit engine (10B subs, $1B+ quarterly profit), and AI frontier l…
$SPCX···neutral· mediumdave blundin
SpaceX lockup risk and rich valuation vs Google; Kessler effect existential threat
Market receptive but 6-month lockup expiration brings ~$1T pent-up stock. Valuation rich: Google same market cap with $300B/year pure margin. S-1 warns Kessler effect (orbital deb…
$ANTHROPICneutral· highdave blundin
Government export control on Fable 5 marks turning point for AI governance
First time government blocked AI via 2018 export control law (from Chinese IP theft). Government now controls AI access norm — blocking foreign nationals including on US soil. Fab…
$ANTHROPICbearish· highsalim ismail
Export control breaks policy framework; 70% foreign researchers affected
Policy framework broken — 70% of elite AI researchers foreign-born (China, India, Taiwan, UK). Export control sends them back. Will drive companies to on-prem open-weight models (…
$OPENAIbearish· mediumdave blundin
Sam Altman delaying IPO for safety not value; struggling for relevance
Sam Altman not significant shareholder, delaying IPO for safety not value extraction. Sam struggling for relevance vs Elon/Dario/David Sacks/Trump governance conversation. Price c…
$CRUSOEbullish· highdave blundin
Crusoe and Elon building best data centers; infinite demand
Elon and Chase Lochmiller at Crusoe/Project Stargate building best data centers. Larry Ellison universe and Elon universe both building, not competing, infinite demand. If you get…
$INTC···neutral· highdave blundin
US Intel stake was strategic bailout; AI labs don't need government equity
US 10% stake in Intel was bailout for strategic Ohio 1.4nm fabs, similar to auto bailout. AI labs different — already in US, have tons of money. Government doesn't need equity whe…
$NORWAY-SOVEREIGN-WEALTH-FUNDbullish· highdave blundin
Norway $1.7T sovereign wealth fund is gold standard for US to replicate
Norway's $1.7T fund built on oil revenues owns 1-2% of every public company. Controlled by outside investment group not politicians, driving incredible returns for citizenry. US s…
$BTC···bullish· mediumsalim ismail
Bitcoin now hits decentralization, security, scalability via Lightning
Agents will be ruthlessly functional, using rails with least friction and most trust. Bitcoin now hits all three triangle points (decentralization, security, scalability) with Lig…
$TSLA···bullish· highpeter diamandis
Elon to merge SpaceX and Tesla with 100% probability
Elon has 82% voting control in SpaceX but not Tesla. 100% probability he merges the two to consolidate energy, robots, cybercabs, orbital compute into one mega company. Polymarket…
$SPCX···bullish· highalex wissner-gross
SpaceX now 5th largest company, buying Cursor for $60B
SpaceX IPO gives retail access to Dyson swarm. Now 5th largest company globally, larger than Amazon. Announced definitive agreement to purchase AnySphere (Cursor) for $60B+; Curso…
$CURSORbullish· highalex wissner-gross
SpaceX acquiring Cursor for $60B+, pausing Grok development
SpaceX announced definitive agreement to purchase AnySphere (Cursor) for $60B+. Cursor becomes the new Grok; definitive pause on Grok development. Liquidity from being 5th largest…
$ANTHROPICneutral· mediumalex wissner-gross
Anthropic export control temporary; grand bargain with golden shares likely
Export control temporary, will resolve in days/weeks. Dario's essay invited government block ('policy essay invited government block. Comedy of errors: Amazon researcher flagged j…
$OPENAIneutral· mediumalex wissner-gross
OpenAI IPO delay may signal technology decoupling from capital
Two takes on IPO delay. Shallow: Codex revenue pressure. Deep: if IPOs delayed because recursive self-improvement means companies don't need external capital, marks decoupling of…
$BTC···bearish· highalex wissner-gross
Bitcoin non-productive asset; AI agents will invent superior L1s
Bitcoin not productive asset — no coupons/dividends, doesn't create wealth or expand humanity's freedom of action. Speculative asset. AI agents will invent their own L1s better th…