Elon Musk репостнул(а)
stark0xbt
@stark0xbt
Baker's "last window" thesis just got three new receipts in 14 days.
Anthropic signed a $15B compute deal with SpaceX. Baron put $5B personal in. xAI shipped Grokipedia with 6M articles overnight — Wikipedia needed 24 years.
Each one validates the same math: SpaceX ships faster than public comps can model it.
The IPO doesn't price the company. It still prices the last window.
18:24 · 9 октября 2026 г. · 136 тыс. просмотров
46
77
605