Kee-Hian

[Kee-Hian @KeeHianTan]

@alvinfoo Thanks for sharing your on-the-ground knowledge. Always easier to blame external factors than to acknowledge their own inadequacies and change accordingly. The growing competitiveness of Chinese companies and sub sectors is clear.

[Kee-Hian @KeeHianTan]

@alvinfoo I hear this directly from LKY at a forum - unambiguous. (Non Singaporean)

[Kee-Hian @KeeHianTan]

@chamath Isn’t this what Alex Karp warned about a few days’ ago?

[Kee-Hian @KeeHianTan]

@0x_ZHUANG Graduate employment is an important economic topic. But, why is it directly linked to asset (assuming this means property) ownership?

[Kee-Hian @KeeHianTan]

@Chicky_Think Not surprised that management might be the biggest barrier to change.

Any clue on the nature of the company/sector you are in?

[Kee-Hian @KeeHianTan]

@herbertong @SpaceX DTC is global communications, isn’t it? Many of us see an AI company in SpaceX, with rockets playing the role of key infrastructure, an enabler to producing AI products and services.

[Kee-Hian @KeeHianTan]

@Chicky_Think Well said.Your future is in your own hands.

[Kee-Hian @KeeHianTan]

@TeslaBoomerMama @Chansoo Very interesting. Thanks Alexandra.

[Kee-Hian @KeeHianTan]

@WallStreetApes Good to see data / info on how broken the conventional procurement and mindset is.

Pleased that SpaceX pursued their sensible aproach that benefits all sides in this transaction except the beneficiaries of the broken system.

[Kee-Hian @KeeHianTan]

@rickyho_1989 Excellent analysis of the situation and conundrum. Thank you.

[Kee-Hian @KeeHianTan]

@Chicky_Think Well said. If only we can focus on the results achieved against super ambitious and challenging goals that he sets for himself. And taking getting on with his work and taking full ownership for all outcome - positive and negative.

[Kee-Hian @KeeHianTan]

@robmaurer Brilliant analysis and highlighting the 20x drop in this critical cost metric.

[Kee-Hian @KeeHianTan]

@SawyerMerritt Love this post and picture. Say no more.

[Kee-Hian @KeeHianTan]

@elonmusk “Great oaks from little acorns grow”

[Kee-Hian @KeeHianTan]

@pbeisel I wish I could submit for SPCX but Schwab does not offer IPO to international accounts. Symbolic only. Hope to build up through open market opportunities and Tesla merger.

[Kee-Hian @KeeHianTan]

I have to read this post several times and listened to Elon’s own words several times too, to be certain of what is proposed here - 100% meritocracy driven algorithm. One “small detail” is who and how merit and quality is defined for the algorithm.

This is an amazingly noble and purist goal, if it can ever be achieved, on so many fronts. Nothing matters other than pure merit, the quality of the content. Anyone has a fair, unhindered opportunity to be heard by people who are interested in their contribution and content, or can benefit from exposure to it.

The world has never operated in this manner as the post described, not in our modern times. It begs the question of why is Elon Musk trying to do this? In many ways, he is probably the most likely candidate to attempt to offer this facility that anyone can access , as he talks about and acts on truth seeking, X as a world square, first principles, and direct access to him by any employee.

Elon, please make this happen. I believe it will make the world a fairer and likely a better place for all.

[Kee-Hian @KeeHianTan]

It’s buyers beware for such investments. I believe in Elon, the vision, master plans and the team members, and find it a fair bargain that there are reasonable, declared T&Cs that allow exciting value to be created for all parties involved. Exploring all ways to get in besides the potential merger.

[Kee-Hian @KeeHianTan]

@DeeBeeEyyGee @TeslaBoomerMama Same disappointment here that Schwab does not allow non-US Tesla investors access to this (and other) IPO

[Kee-Hian @KeeHianTan]

Thanks again for your deep research, analysis and offering your personal opinion. I still find it hard to reconcile the automatic triggering of Tesla’s market cap tranches by effectively “borrowing” the market cap of the pre-MOE SpacexX to hit the original Tesla-only milestones.

I can accept if this is the accept US practice in MOE. But the logic for it escapes me.

I do believe in and am excited by the power and value creation of the merged entity, and will support Elon Musk if this is what he and the boards propose.

[Kee-Hian @KeeHianTan]

@CernBasher Thanks Cern, really helpful for less technical investors.