351–360 of 1001 posts
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Tesla’s profits and market share has been declining for the past few years and it’s basically an overpriced meme stock.
Their market share of EVs in the US went from 40.9% in Q3 2025 to 58.9% in Q4 2025. You may not have noticed because positive Musk related news doesn't seem to make headlines anymore.
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They're going to force a S&P500 index listing on IPO day so we're all going to be forced to baghold this regardless of if we want to or not unless you've got $0 in any major retirement fund.
My money's all in Bitcoin pats himself on the back
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It is adversely selected, but it's not debt, it's equity, so price action can go real fast and nobody will be burned except folks who soberly-or-not opted into this. Everyone _knows_ Elon is the way he is, so nobody will be _surprised_ at things. No surprise, no crisis.
They're going to force a S&P500 index listing on IPO day so we're all going to be forced to baghold this regardless of if we want to or not unless you've got $0 in any major retirement fund.
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I wouldn't be surprised if those enterprise relationships evaporate after this acquisition. There's a reason why xAI has zero enterprise customers.
> There's a reason why xAI has zero enterprise customers I’m curious where you pull these stats from
The “apply” model to turn LLM output into code changes?
I like SpaceX a lot but this really doesn’t make sense at $60B
Earlier quoted context omitted.
Tesla’s profits and market share has been declining for the past few years and it’s basically an overpriced meme stock.
Their market share of EVs in the US went from 40.9% in Q3 2025 to 58.9% in Q4 2025. You may not have noticed because positive Musk related news doesn't seem to make headlines anymore.
You’re not wrong factually, but it doesn’t mean what you’re suggesting it means. Their share went up because EVs aren’t selling as much anymore. All companies including Tesla are selling fewer EVs. They just have a bigger share of the smaller pie, which isn’t exactly a success when you only sell EVs, but your competitors also sell non EVs.
So SpaceX bought a $60B Option on Cursor, plus a bunch of services, for $10B. If strike date comes and Cursor is in fact worth less than $60B... they can move to acquire it for that price. Or just let it "expire". And if it's worth more, they get a savage good deal. If the services were worth $8B anyway, it's hard to lose. It seems less crazy to me through this lens. A straight acquisition, today, at $60B would in fa…
Paying $10B for the option is also crazy though. Paying $10B for the thing outright and not just an option would be absurdly high.
OpenAI tried to acquire Windsurf last year for $3B and couldn't.
Looking forward to seeing where this goes, both companies have a reputation for engineering excellence.
Earlier quoted context omitted.
Tesla’s profits and market share has been declining for the past few years and it’s basically an overpriced meme stock.
Their market share of EVs in the US went from 40.9% in Q3 2025 to 58.9% in Q4 2025. You may not have noticed because positive Musk related news doesn't seem to make headlines anymore.
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Matt Levine writes a bit about this - the Elon Musk Mars Conglomerate. And really if you're investing into e.g. SpaceX you're not investing into SpaceX you're investing into the Elon Musk Mars Conglomerate. And most people seem to want that. Tesla's the odd one out: it's public but it's still in there, although Musk would probably prefer it to be private too.
> Elon Musk Mars Conglomerate That’s SpaceX’s version of Tesla’s self driving car pipe dream Edit - I use self-driving car and Autopilot interchangeably