Elon Musk репостнул(а)
stark0xbt
@stark0xbt
Gavin Baker owned 15% of Nvidia and 10% of Tesla sub-$2 billion. His biggest regret won't be either. It'll be the price you'll pay for SpaceX after the IPO.
"A company like this comes once in your career. Thank God I took it. Plenty of people didn't."
His analog: British East India Company. Empire scale, not tech scale.
The setup:
- 10,000 SpaceX employees could have sold every 6 months for a decade
- Almost nobody did
- Secondary pricing is a decade underpriced
Baker on the Elon-Anthropic partnership: "Four months ago it didn't exist. Then it made sense. Everyone has a price."
Incumbents realign around SpaceX gravity when it moves.
The IPO doesn't price the company. It prices the last window.
stark0xbt@stark0xbt· 19 сент. 2026 г.Gavin Baker: "The Magnificent 7 will go from $10-12 trillion to $50-100 trillion. But one or two of them will go extinct."
His foundation-model survival list is short:
- Google — search-plus-Gemini flywheel
- Meta — Llama + ad-revenue self-funding
- xAI — X + Tesla data
18:03 · 24 сентября 2026 г. · 462,5 тыс. просмотров
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