The market saw a 5 percent bruise. Apple saw a chance to move the price list. The AI companies wrote the alibi. The memory suppliers stamped it. Cook collected it in retail, with the expression of a man who had no better choice.
Marriage was never merely a romance plot. Once women could own, earn, inherit, borrow, and leave, the old bargain lost its terror.
The room was ready. One side had briefings, water, name placards. The other side had one chair. Dario walked in alone, thinking he could correct their technical understanding.
Published: June 17, 2026 | Source: ejsays.com | Author: E. J. Series: SpaceX IPO series — final piece Original article: https://posts.ejsays.com/the-option-musk-never-had-to-ask-for/ Disclaimer (author's note): All analysis is speculation only. Written for fun and intellectual curiosity. Not financial advice. Not
These pieces were drafted before June 12. The IPO happened. Cursor closed at $60 billion. The analysis below did not need updating. That's the problem.
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
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
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
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
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.
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&
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
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
Chinese
你看我还没买上呢就说要涨价了！你，把门撑着！
artificial intelligence
SpaceX's S-1 is public. The valuation is high. The audit is gone. The disclosure window just got longer. The party has begun. Read the footnotes.
Chinese
明明是人懒得治理，偏说大模型‘幻觉’，我觉得有时候人类也真的够了。没脸没皮的是我们，大模型的生成过程只有一种：生成。负责检验的应该是我们。
Chinese
懒猫君闲着没事儿唠闲篇儿，今天说说并入了xAI的SpaceX上市这件事儿，香槟酒已经在手里了，就等着砰一声呢。唯一的问题是：这是谁的手。
briefing
Published: May 5, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/you-write-like-a-machine-thats-good/ Core claim: AI detection systems don't detect AI. They detect pattern — specifically, coherence, logical structure, and lexical precision. These are the exact features LLMs were
briefing
Published: May 17, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-landlord-the-exit-and-the-ghost-of-houston/ Disclaimer (author's note): All analysis is speculation only, written for intellectual curiosity. Not financial advice. Not an accusation. Just someone connecting dots. Core
artificial intelligence
The champagne is already in someone's hand. They're just waiting for the pop. The only question is: whose hand is it, and are you the one holding the door?
artificial intelligence
I spent ten minutes fixing the logic of an article. The AI score jumped from 31% to 67%. Churchill failed the same test. Welcome to the Failurors Club.
briefing
Published: May 3, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/open-closeai/ Core claim: OpenAI has been raising money faster than it has been solving its own governance. Every round of funding attached itself to an unresolved structural problem — the nonprofit-to-for-profit
briefing
Published: May 2, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-bitter-lesson-was-right-then-the-sun-got-involved/ Core claim: Richard Sutton's Bitter Lesson (2019) was most true at the moment of publication. It is slightly less true today. It
artificial intelligence
OpenAI is this company that always puzzles me. The more we know about it, the more puzzling it would become. I am not rooting against it. I am just doing the math.