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Analyst Notes Jun 7, 2026

Google, a $100B SpaceX shareholder, suddenly needs $11B of SpaceX compute before IPO

Google calls it a short-term bridge for Gemini. The bridge happens to prop up a $1.75 trillion valuation.

2 min read
Analyst Notes May 29, 2026

Boxabl folding home SPAC is an unfolding disaster

$1.5M in revenue for 23 boxes delivered, $200M burned, a meme coin, related-party transactions, and 50,000 investors who can't sell into a nosebleed $3.5B valuation

5 min read
Analyst Notes May 22, 2026

Nasdaq drains 401ks into SpaceX, Anthropic, OpenAI IPOs

In which the index gods rewrite scripture so the faithful may be sacrificed on schedule.

5 min read
Analyst Notes May 21, 2026

SpaceX's IPO Bagship carries full payload of Elon's mistakes

In which the great American space dream, it turns out, is just another vehicle where the greater fool flies coach.

6 min read
Analyst Notes Mar 31, 2026

Where bad ideas go to fly

SpaceX discovers the one thing AI was missing is rockets somehow

12 min read
Analyst Notes Jan 24, 2025

It's almost over

There will be no crying allowed in the casino

9 min read
Analyst Notes Mar 24, 2024

Quantum thermodynamic flatulation

The startup Extropic.ai headed by cult leader Twitter X personality Beff Jezos (Guillaume Verdon) came out of stealth mode recently, on the heels of a $14.1M

3 min read
Analyst Notes Feb 2, 2024

Google might even come back to win this round of AI

Google confronts disruption from advancing AI as it balances perfecting search’s enduring relevance while proactively architecting accreditation structures to unlock new revenue streams and cement crucial media relationships.

9 min read