Subject: Re: OT: SpaceX and QQQE
I appreciate how you can feel that way about Musk. Allow me to offer some counterpoints.

"xAI did in 19 days what everyone else needs one year to accomplish. That is superhuman… there’s only one person in the world who could do that. Elon is singular in his understanding of engineering and construction and large systems."

Huang did not say that about xAI or it's models. He said that about the Colossus datacenter construction, the one that xAI had insufficient demand to utilize adequately, and is currently being rented to Anthropic. It was simple flattery, anyway. xAI had just bought a few billion dollars worth of GPUs from Nvidia.

Nobody uses Grok for serious purposes, even SpaceX. It's not good and even if it, it requires partners to trust Musk with their data.

"On Twitter/X, while the purchase of it still appears on paper to have been a terrible decision monetarily, primarily due to the mass advertiser exodus for controversial reasons, the product is doing quite well now."

It is demonstrably not doing well. The SpaceX IPO itself serves to bail out the other Twitter investors. The S1 shows its revenue is down $100M, year over year. Reddit revenue was up 70% over that period.

He's the richest man in the world, but he reportedly lives below the poverty line.

He has four private jets. He has the silly $50k house for PR, but owns a large mansion in Texas. He has premiere medical care and is less extravagant than other billionaires but "lives below the poverty line" is just something his Grimes said about him. Grimes also reportedly said she agreed she was a simulation that existed only in his mind:

"She [Grimes] told me repeatedly that Musk has this theory of her that she’s not real," Gordon said. "That she’s a simulation who was created by him and exists in his cerebral cortex as sort of the perfect companion to him. Which sounds a little crazy and maybe even a little creepy, except, she agrees with it. She said she does feel like this simulation that was perfectly created for him."

She has said various other things about him recently I will not repeat here.

Musk has a Jobs-like reality distortion field. Musk has publicly talked about his ketamine usage and that's probably a very strong reason that his legacy will diverge from Jobs' legacy as much as I expect it will. He just exploits the same human cognitive to the gish gallop as other prominent individuals. Who even remembers what commitments he's made and failed to meet any more? Who can keep up? TSLA revenue is mostly flat and they are busy pivoting to humanoid robots because robotaxis are passé and not working out as well as promised. I encourage everyone to not take his word for what he has done or will do. Remember and write down what he has said, measure the results, and use that to adjust your expectations.

This IPO is such a travesty that I predict it has a non-zero chance of being the undoing of the US. Whether it turns out that way depends on the unwinding of the AI infrastructure financing, whether the PRC takes an active or passive role, and - specifically - how Kevin Warsh behaves as Fed chair in the next two years.