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Currently jostling in the top rankings: Jeff Bezos (Amazon) and Elon Musk (Tesla), both at around $200B. Amazon is a mature company that dominates the US e-commerce market and has substantial fingerprints abroad (about a third of revenue). Also not to be underrated is AWS, which accounts for a third of the global cloud computing... Read More
One observation I've seen people make is that Elon Musk's industrial empire seems ultra-optimized for the distinctly non-commercial ambition of establishing a Mars colony: SpaceX for providing the reusable rockets to throw large payloads into space at much lower cost. Tesla to provide the batteries for Mars vehicles. Boring Company to dig out the tunnels... Read More
Approaching $200 billion ($195B according to Bloomberg Billionaires Index, vs. Bezos' $185B), he has blown his way past Bezos after Tesla shares surged north of $800 today. Its p/e ratio is now above 1,600 and accounts for more than 40% of the market capitalization of all the world’s automakers combined. Brian Wang of NextBigFuture, who... Read More
Worst prediction on the history of this blog? (Consolation is that said prediction wasn't mine, though I did think it interesting enough to highlight). Anyhow, far from "going to zero", Tesla stonks have increased tenfold since May 2018. Tesla now constitutes something like 30% of the market capitalization of all the world's automakers combined, at... Read More
This take getting popular on Twitter, so reposting it on the blog for greater prominence. Link (5/22/2018) Congrats. Sounds like a good swing trade in light of the fact that the trend is your friend. I am getting in on the great bear raid against Tesla, which I’ve been agnostic on (mostly ignoring it) other... Read More
I am a blogger, thinker, and businessman in the SF Bay Area. I’m originally from Russia, spent many years in Britain, and studied at U.C. Berkeley.
One of my tenets is that ideologies tend to suck. As such, I hesitate about attaching labels to myself. That said, if it’s really necessary, I suppose “liberal-conservative neoreactionary” would be close enough.
Though I consider myself part of the Orthodox Church, my philosophy and spiritual views are more influenced by digital physics, Gnosticism, and Russian cosmism than anything specifically Judeo-Christian.