artificial intelligence
It's Never About Tech
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.
News
money
The Option Musk Never Had to Ask For
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.
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
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.
artificial intelligence
SpaceX's S1 Is Out
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.
artificial intelligence
The Landlord, The Exit, and The Ghost of Houston
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?
tech
The Very Convenient Tesla 2026 Q1 Earnings Report
Tesla beat EPS. Net income up year-over-year. Free cash flow positive. The timing couldn't be better. Literally.