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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.
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
Earlier quoted context omitted.
https://www.theguardian.com/technology/2026/jan/30/elon-musk... For example.
It is extremely funny that Epstein is clearly all “oh, fuck, not this guy, gotta make an excuse”, here.
> “Will be in the BVI/St Bart’s area over the holidays. Is there a good time to visit?” Musk states on 13 December 2013.
> “any day 1st - 8th . play it by ear if you want. always space for you,” Epstein replies.
> Musk then sends several emails relaying his schedule, and the two settle on 2 January as a date for the visit. The email exchange ends with Epstein telling Musk that he would need to remain in New York and sending his regrets that they could not meet.
> “Bad news- Unfortunately , my schedule will keep me in New York . I was really looking forward to finally spending some time together with just fun as the agenda. so i am very disappointed. Hopefully we can schedule another time in the near future,” Epstein wrote.
> In November 2012, Epstein sent Musk an email asking “how many people will you be for the heli to island”.
> “Probably just Talulah and me. What day/night will be the wildest party on your island?” Musk replied, in an apparent reference to his former wife Talulah Riley.
> Musk followed up with an email on 25 December in response to another Epstein message that encouraged him to visit and offered use of his helicopter.
> “Do you have any parties planned? I’ve been working to the edge of sanity this year and so, once my kids head home after Christmas, I really want to hit the party scene in St Barts or elsewhere and let loose. The invitation is much appreciated, but a peaceful island experience is the opposite of what I’m looking for,” Musk wrote.
> “Understood , I will see you on st Barth, the ratio on my island might make Talilah uncomfortable,” Epstein responded.
> “Ratio is not a problem for Talulah,” Musk said.
> On 2 January 2013, Musk sent Epstein an email suggesting that the visit wouldn’t take place saying: “Logistics won’t work this time around.”
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.
Anthropic and OpenAI though will likely be dead, killed by cheap open weight LLMs and local LLMs.
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.
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
FIFY: Google discloses $94B loss
They didn't invest 94B$ But yes the stock could go down much further and I hope they are willing to show the losses if they can show this as gains today. Imagine the next call being about how their 95$B went to sub 30B$.. Will that be a negative line item. I don't see the point in disclosing this stake as earnings. But I do get that accounting was made as a tool for companies to show off.
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.
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.
Not sure why you'd short Google. Their business was doing great pre-AI, and will likely do great regardless of what happens to AI. The rumors of their demise when AI hit the scene were clearly greatly exaggerated.