When Elon Musk, AI Startup, XAI, X (previously known as Twitter), announces that he received his social media company All fund contractraised some eyebrows. However, in many ways, the deal has made sense. Xai’s Chatbot, Grock, already combined with x, X was finished financiallyand musk needed a path to appear less like an impulsive capture to get $ 44 billion on Twitter and looks like a more strategic game AGI Dominance.
The musk pointed out to something even more deeper than how the empire works: investing in one of the companies is not about returning to the investment area quickly. This is the musk going to purchase mysticism around and absorb all a narrative of the successful success.
Some calls this a sweetPoints to the history of the musk Excessive spread and hidden. However, the market is increasingly tolerant – greeting, even narrative-LED investments, especially the tale of the tale, which is one of the right hand people of the president.
« Today, all companies of all elon companies are mainly a company, » Yoni Rechtman, in slow enterprises in slow enterprises, TechCrunch. « It’s all already Elon, Inc.
The thought between the musk Bulls, the founder of investment management, Like Ron Baron, which is the founder of Baron Capital, « Everything (Musk) said, » Baron said Baron talker. Other compositions in the control of Musk include Tesla, SpaceX, boring company and neuralink – some Reported to share resources.
« When he received Twitter (MUSC), there was an opportunity to have a license of this information? Something that you can close a $ 1 billion dollar profit and grock (…) and all over the world. This is really interesting when you look at this way. »
Baron Capital invested in the Ecosystem ecosystem, an example of an investor crossover among various companies of the billionaire. 8vc, Andreessen Horowitz, DFJ growth, loyalty investments, Saudi Arabia PIF, Sequoia Capital, VY Capital and others also take tasks along the corporate Internet.
This brings us back to the Xai-X deal. Pundits asked how to evaluate the X’s worth of $ 33 billion, Than its estimation A few months ago and how to value Xai 80 billion dollars, taking into account the EI company It was reported to have something There is little road. However, the assessments are not always based on those available today. On the contrary, they take into account the investors, and this is especially true when it comes to escort.
Just look at Tesla. Electric vehicle producer, it has been treated for years for years Motor makerBased on the belief that Tesla is a day to unlock groundbreaking autonomy in the form of self-driving machines and humanoid robots.
« The reason for the fact that the fact that the COMP Group earns 25 times and the fact that people bets for a long time, and this year, this year’s numbers will be, » Gene Munster said it is a partner in the management of deep water. « This is one of the superpowers of Elon, the ability to keep these investors engaged for a long time. »
Munster has invested in X, Xai and Tesla. Xai is the most beneficiary that the Musk may result in the most beneficial benefits of the MUSC’s infrastructure and the EI experience and the EI experience of the EI experience.
Of course, the consolidated value comes with increasing risk.
Dan Wang, a research at the intersection of business and society, is a court lawsuit at the Columbia Business School, TechCrunch, the greatest risk factor for investors, X’s Securities and Exchange Commission (seconds). The suit considers the escort of incorrect investors by postponing the disclosure of previous investments on Twitter. SEC allowed to allow musk to allowed to get more than Twitter shares with artificially low prices.
Wang, anticompetetetion and user privacy concerns, especially how many risky discretion of information on how to collect information to the data collection for the EI model education. Opt-in change has already raised the pus of a regulator, Irish’s DPCRecently, it began to investigate this as a potential violation of the European GDP Law.
« Another risk here is that there is no consensus framework for how the AI market will be adjusted, but until recently, you see these traces so far in California, » he said. « Many of these frames are related to how to distribute data in terms of the distribution of AI models (…) (…
Rechtman may lose a project interest in the musk.
« I think this feels a lot of Tesla shareholders, » he said.
When asked about some of these risk factors, Munster seemed meaningless. For example, it envisages the value of the COO of the Article and the potential of being a dominant player in AI.
« We bet the company for believing that the EU will be more transformative than people think they think. » « What is the value (…) of one of the four brains that the world will run away? »
Rechtman said the musk said the bulls were blindfolded, but the musk allows the super power to work « to bend capital markets to their will. »
« People in these works have long been and will continue to go to the elon, » Rechtman said. « So, it is not surprising that they will continue to say the emperor wearing clothes. »
For nothing, the Musk is a way to unlock more investment opportunities, like X, like X, for purchasing more speculative bets.
« Spacex is a real thing and will never go to the public. » « So the only way to invest in SpaceX is to access the tenders. The only way to get access to tenders is to be in the elo’s good graces. »
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