No one is believing any of your lies any more. You're just saying it due to the complete sell off in the stock market!

Let's hope that both Senate and House will control the President like they suppose to do and such personal vendetta actions and bribing will become a thing of the past! Go vote and vote wisely!

Haha, Neoclouds are direct competitors to him to sell his huge overcapacity in the data center he build which can't even build self driving software (SAE level 4 or 5) like Waymo or Baidu have done. No one wants to use his stupid Grok bot despite all the ad spending and certainly no real developer will use Grok over Claude, Codex, Gemini or the best open source Chinese models. So yeah, this is wishful thinking.

Well, if you play the hype game it can also bite you back. So called investors, I'd rather call them speculators or gamblers, either have no clue about financials or don't care because some dude on WSB or YouTube told them that stocks xyz is the hottest thing to buy. Everyone runs in the same direction and people don't understand that such rollercoaster stock prices are the product of cleverly orchestrated short squeezes (in most cases) in combination with overly positive news which disregard said key financial figures and other warnings. Momentum, momentum, that's all that Joe Retail cares about. Guess what, huge wins also means huge losses for someone else, volatility isn't your friend, it's the friend of Robinhood and your broker, market makers and the big boys who will always beat you

I'm all in for advancing technology as long as it solves our biggest problems. If Musk only would try to solve Cancer, Alzheimer's and Parkinson's for a start, do his fair share to stop the inequality in the world and that he's the poster boy for this incredible and totally unnecessary wealth. Lastly, how is this advancing any Robotaxi or Optimus? That's what he has promised and what is behind the current crazy 300x evaluation.

This is the biggest scam ever and obviously is lead by Elon Musk's long time buddy Adam Jonas who would sell his mother for SpaceX share sells from his clients and other people who can't do math and need video summaries like this one and Wall Street Bets "advice". Read the SpaceX S1 prospectus on what their plan and expectations is for reaching profit. Then think twice because you might now live long enough to ever see this happening. Not to mention this is all build on the fragile and overhyped AI cycle in an overcrowded market where no one, for sure not Grok, is making any profit in the next 5 years, if ever. Because AI is a commodity, you can easily switch from provider to provider or use Openrouter to run several of them with no effort at all.

Guess who isn't getting more energy? The same one who will pay more for all this energy consumption surge whilst cheap renewable energy isn't on the agenda of the current administration (in favor of the oil, gas and nuclear industry)

Still the biggest scam ever, no matter what the name. Starships won't be able to transport the payload, if lucky maybe half of it. AI in Space is a joke and will be quietly stopped (as many of Musks previous heroic projects like wireless charging, using solar energy at every Supercharger, Dojo, 4280 battery cells everywhere etc).

Legend

Spot on article and analyst review. Let's not forget their core business which is still selling ads and Google is doing an amazing job there with their AI approach. It doesn't need to compete with OpenAI/Anthropic or Chinese models for AI leadership at all.

The majority of SpaceX valuation comes from their AI projects like Microhard and so. Starlink and their rocket business is a tiny part of the valuation. In the AI business SpaceX has achieved nothing apart from creating overcapacity in their data center which they rent out for a small margin vs their huge debt to build it. Don't trust analysts who helped on the IPO and are part of Musk's scam business! Do your due diligence yourself and check their profit (easy, there's none), debt (huge, low quality bonds) and growth projection (in all three business areas).

Commitment to leading the sector? I can commit to anything but let's be realistic and fact based. They are so far behind Waymo, in revenue, number of fully autonomous vehicles (which actually serve more than two people and two duffel bags), locations (including London now) and miles to critical incident. Then there's even Zoox which is backed by a dude called Jeff Bezos who apparently has some money to spent. It's on the road for a while and also has no steering wheel as it's the first purpose build autonomous taxi (not Tesla like Musk said).

It will be interesting to see their S-1, to me the revenue increase isn't so much of interest vs their prediction as to when they will achieve profit. The rise of the cheaper Chinese models (supported by the Chinese Governments push for domination in that area as well) and thus the pressure on Anthropic and OpenAI to lower their prices is what is worrying me. Anthropic has been able to get a large portion of the "coding" companies (unless you're deeply integrated with Microsoft) and has been able to switch over users from OpenAI. However, this comes at a cost, their loss with the subscription models is huge and they can't easily switch to API cost as that would lead to an exodus of their user base (those that are doing AI engineering at least). Beyond this use case nothing else has really

I'm running the GLM model 5.3 for adversarial agent duties like code reviews and to check the plans that Claude Code Opus 5 comes up with. I'm positively surprised about the quality of the models work and responses, in almost every review it finds flaws in Opus 5 plans (which is more a testament to low quality work that Claude's frontier model puts out regularly). Token usage is a bit on the higher side but response time is good, especially given the large repositories and complex infrastructure I run. The company seems like a valid competitor in the AI engineering landscape.

Stop this AI generated Bull Shit videos that are only produced to mislead people into buying overpriced stocks for a company that will still be unprofitable 10 years from now (read their own S3).

It just means the fall will be even steeper once the bubble bursts. All these investments in AI infrastructure and the companies around it cannot mask that AI so far hasn't even be remotely close to any profit making. There's no business case and with almost every week another cheap Chinese open source model getting up to par with the 20-100x more expansive US Frontier models it's also a war of attrition played by China that OpenAI and even Anthropic will loose!

The selloff didn't happen thanks to several factors: - massive buying by Musk's friends like ARK ainvest (we know their long-term performance sucks) - SpaceX employees at least seem to hold onto their shares, most of them are big fans anyways - Early investors like Kevin Paffrath (MeetKevin) are holding onto it, hoping that Joe Retail will fall for the usual Musk tricks and short squeeze game by his sycophants