his biggest fear is not being the one to nail the next big thing. it happened with mobile, although that was basically irrelevant in hindsight. he thought it was metaverse, which failed, while in the meantime it was actually the new AI cycle, which he was late on / lost by the time llama 4 flopped.

i think he’d rather just blow up the whole company than continue to be solely associated with one (or even a few) of the most successful websites/apps in history, for some reason. maybe he thinks people will like him if he does something else?

I think Elon owns a lot of real estate in these guys’ heads. When you have $200B+ in the bank, little else matters others than being seen as a titan of industry IMO. I think the fact that Musk has Tesla and Spacex (even with all his extra curricular activities) makes a guy like Zuckerberg seethe that he’s just “the internet websites guy”.

The thing is that metas massive consumer user base means that they haven’t lost the ai race I think. They don’t need to run the whole customer acquisition rat race. They’ve already got billions of customers who they can have using models within a month, they just need to keep pushing to create a model people are happy to use. Metas product compliments uniquely well with ai I think so they’re never really out of it until their users leave.