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Would tsla shareholders accept an all stock spcx buyout at a $420 equivalent per share (approx. 20% premium to current)?
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Mark M retweeted
Correct.
Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be.
Starshield, a different system, is controlled by the US government. What they decide to do is up to them.
Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.
Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact.
Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia.
SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.
That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell.
End of story.
Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be.
Starshield, a different system, is controlled by the US government. What they decide to do is up to them.
Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.
Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact.
Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia.
SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.
That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell.
End of story.
STARLINK WORKS THE SAME WAY ITS ALWAYS WORKED. ITS NOT A WEAPONS SYSTEM, NO MATTER HOW MUCH UKRAINE WANTS IT TO BE.
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Mark M retweeted
Meet Dessa, our speech model trained from scratch on human conversation.
Hear it for yourself: block.xyz/dessa
Hear it for yourself: block.xyz/dessa
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Some of the letters people are writing telling the Tesla board to pursue a SpaceX merger are pointless. Special committees already exist. The people running the process already understand the synergies better than any letter, and they clearly see everything on 𝕏. Focusing only on why tsla is valuable while barely mentioning what spcx brings just looks like trying to influence the exchange ratio without actually saying it
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Mark M retweeted
Roadster will be on display at the Petersen Automotive Museum in LA starting tomorrow
Oct 24-27, Main Lobby
petersen.org/pages/petersen…
Oct 24-27, Main Lobby
petersen.org/pages/petersen…
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Mark M retweeted
Cursor can now control your computer.
Agents can drive desktop apps like the iOS Simulator to test the features they build.
Agents can drive desktop apps like the iOS Simulator to test the features they build.
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Hmm Cybercab will be primarily Tesla owned... transportion as a service only. That's not what I thought was said previously 🔊
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Mark M retweeted
@surfranchvibes True. At this point I'd wait for a merger as there will likely be a small premium for tsla holders... makes no sense to sell tsla for spcx right now. But whether you currently own tsla, spcx, or both as I do, we're all going to the same place... the moon and beyond
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Mark M retweeted
In the age of super intelligence, the current standards of living will look medieval.
The problems that society worries about right now will be largely irrelevant. It’ll be the equivalent of current society worrying about the bubonic plague.
The problems that society worries about right now will be largely irrelevant. It’ll be the equivalent of current society worrying about the bubonic plague.
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Mark M retweeted
Okay, I actually agree with Gary on this
I’ve long felt that a $SPCX - $TSLA deal is inevitable since Elon controls 48% of $SPCX as-converted shares and 10.5% of TSLA shares. Since any deal would be $SPCX stock for $TSLA stock the deal will not be as compelling as many on X believe, given the massive dilution and all-equity economics. I expect a SPCX offer price in the neighborhood of $420/TSLA share, and as in most stock-for-stock deals will likely get arbitraged down given the approximate 6-12 months needed between a deal announcement and deal close.
I would expect the combined SPCX/TSLA multiple of EBITDA or EPS to follow the acquiring company’s multiple, which in this case is $SPCX and is lower than TSLA’s FY’27 EV/Ebitda multiple (TSLA 72.6x, SPCX 29.4x). All told, I don’t expect a huge windfall for TSLA shareholders on a SPCX/TSLA stock-for-stock deal, although the announcement itself would be positive for TSLA stock.
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