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Now Microsoft, them I'd short. In a way I have by starting my own company to undermine their various competitive advantages comprehensively
The number of companies that default to using Teams shows why MSFT isn't going anywhere.
I am short both Google and SpaceX RN; SpaceX's IPO smells foul. Google is an AI-bubble short; Anthropic and OpenAI haven't IPOed yet.
Earlier quoted context omitted.
Now Microsoft, them I'd short. In a way I have by starting my own company to undermine their various competitive advantages comprehensively
The number of companies that default to using Teams shows why MSFT isn't going anywhere.
Would I bet that other humans would believe that? Nope.
Earlier quoted context omitted.
from your list, I think only Google has moat and something I would short least. Google has hardware, software ecosystem, mobile ecosystem, controls browser, has access to 2B+ users, has talent to come up with ideas - perfect spot for AI
Now Microsoft, them I'd short. In a way I have by starting my own company to undermine their various competitive advantages comprehensively
This investment has never been secret. Google (now under parent company Alphabet) invested roughly $900 million as the majority of a ~$1 billion funding round alongside Fidelity Investments. This gave Google an initial equity stake of about 7–7.5% in SpaceX at a valuation of roughly $10–12 billion.
Remember this was also when SpaceX was actually about space, instead of mostly AI and Twitter. Long-term shareholders that were sold on the space, have to be thinking about how to get out once their lockups expire.
Investors are buying Musk, like they were buying Warren Buffett with Berkshire Hathaway. Long-term shareholders are not buying space; they are buying Musk. This has been clear to everyone since the beginning; it has been well communicated (look at SpaceX governance rules in Texas), and there is nothing mystical about it.
It's very likely Musk will roll everything up into a single Musk conglomerate.
I am short both Google and SpaceX RN; SpaceX's IPO smells foul. Google is an AI-bubble short; Anthropic and OpenAI haven't IPOed yet.
I am short both Google and SpaceX RN; SpaceX's IPO smells foul. Google is an AI-bubble short; Anthropic and OpenAI haven't IPOed yet.
Maybe you’re right but, man, there’s easier money to be made than betting against those two companies.
The market hasn't been working on fundamentals for a long time. I have a fair amount of value stocks and a bunch of cash lying around, so I'll be ok.
I really feel for anybody trying to invest to grow right now; there's no obvious safer play.