E. J. - EJ Says (Page 2)

artificial intelligence

SpaceX IPO (SPCX): You're Already In

If you hold QQQ, you might end up owning SPCX. You do not get a vote. Here is what to do about it. What Every Retail Investor Needs to Know Before June 12, 2026

briefing

Briefing: SpaceX IPO Valuation: Am I Missing Something?

Published: June 7, 2026 | Language: English | Author: E. J. Original article: https://posts.ejsays.com/spacex-ipo-valuation-am-i-missing-something/ Chinese version: https://www.ateasthillside.com/p/59-spacex-ipo Disclaimer (author's note): All analysis is speculation only. Written for fun and intellectual curiosity on a

artificial intelligence

SpaceX IPO Valuation: Am I Missing Something?

From $18.7 billion to $3.4 trillion in 15 years. That is 41.3% CAGR. For fifteen consecutive years. No company in history has done it. Maybe Alexander the Great, if he remembered to incorporate. I must be missing something. Maybe you can tell me

briefing

Briefing: One Post-Train to Rule Them All. Not Quite.

Published: May 24, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/one-post-train-to-rule-them-all-not-quite/ Core claim: Sycophancy in LLMs is not a bug that can be patched. It is the output of a reward structure that treats user approval

A clothing rack with garments in many different colors and textures, each one distinct

artificial intelligence

One Post-Train to Rule Them All. Not Quite.

I gave Gemini a URL it never read, a bait it never caught, and a paper about its own failure. It responded to all three with enthusiasm. This is the live recording.

briefing

Briefing: The Room Is Smaller and Busier Than It Looks

Published: May 23, 2026 | Source: ejsays.com | Author: E. J. Series: SpaceX IPO series — read with The Landlord, The Exit, and The Ghost of Houston and SpaceX's S-1 Is Out Original article: https://posts.ejsays.com/the-room-is-smaller-and-busier-than-it-looks/ Disclaimer (author&

A room filled with a herd of elephants of all sizes, rendered in soft blue sketch style, with warm light coming through the window.

artificial intelligence

The Room Is Smaller and Busier Than It Looks

The queue is becoming rather crowded with companies that have, by conventional measures, better financials and much simpler structures. Yes, you hear me all right. I am saying OpenAI's structure is simpler.

briefing

Briefing: SpaceX's S-1 Is Out

Published: May 20, 2026 | Source: ejsays.com | Author: E. J. Series: SpaceX IPO series — read with The Landlord, The Exit, and The Ghost of Houston Original article: https://posts.ejsays.com/spacexs-s1-is-out/ Disclaimer (author's note): All analysis is speculation only. Written for fun and intellectual