SpaceX valuation is also going to be interesting. Talking about CapEx, SpaceX has deorbiting assets on top of depreciating ones. And without Starlink the space launch market size is pretty small.

> WeWork.. hard to take anyone seriously that ever invested in this bad boy.

Masayoshi Son may not be providing returns for its investors but he is providing entertainment for the rest of the world.

Yep, SpaceX actually has a track record as an actual leader and innovator in it's niche (that's very CapEx intensive to enter), it's not really a moat but it's a lead that no other entity seems to be closing in on (on the contrary many would-be competitors seems to have almost given up).

As for OpenAI, I'm not sure if Altman is an idiot or fraudster, claims about reaching AGI/ASI with scaling and investing in that fashion was always delusional at best or fraudulent at worst, maybe he just hoped to divert enough money to engineers to make actual breakthroughs or that the hardware would become a moat but competitors have kept pace, and I fully agree that they are mostly now only hanging on with an insanely bad cost structure now.

Twitter is already dead as everyone on Hacker news knew. Nobody I know uses X or whatever it's called now, xAI? I'm looking at Musk going bankrupt and as soon as that happens Trump will be Impeached.