Ev Williams
speaker
383 appearances
2 recordings
2 series
first heard Jun 2026
last heard 18 Jun
Ev Williams’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
And historically, he's had such a track record that the market's willing to believe him.
I remember both for the X deal and when XAI was fundraising,
There were a lot of people that were on just the pure dimensions of the companies.
Both of those investments were hard to look at and think that they were going to be good deals.
So the X take out at whatever, 45 billion or whatever it was.
And then just generally XAI just felt like it was too little too late to keep up.
And what people forgot in that moment is that anyone that has been blindly loyal to Elon in terms of any time he's asked for money, you could just give him money for whatever he wants you to invest in.
They've all got stupidly rich.
Every single person, there's like a small village of these people, by the way, like there's all these funds that you've never heard of that 95%, like 95% of their cumulative invested capital is in SpaceX and or other Elon companies.
They've all gotten stupidly rich.
And so the amount of
surplus.
And by the way, you could say that about Tesla shareholders too.
Anyone that's held Tesla for 10 years, anyone that's had anything to do with Elon and just trusted him with their money has gotten unbelievable returns out of it.
And so the amount of like surplus goodwill he has to burn down, like I think he could, I think SpaceX, I don't think it will, but I think it could go nowhere.
operationally for five years and people would still be a believer in him because he's basically done it for shareholders every single time that they've gotten involved with him and to your point rory he has a much lower cost of capital because he has an army of people like a small village of people that will blindly give him money to do whatever he wants because he's such he's been such an unbelievable steward of capital to anyone who's given him money
If you look at the Polymarket Kalshi odds on a Tesla SpaceX merger, again, not that those markets are so big that they're that indicative, but I think the probability that they have on there is something like 70% in the next two years or something like that.
And so some free market seems to believe that it's more likely than not, but I have no idea.
The hardest part of this story is that there's a lack of reliable narrators.
You know, like you mentioned, Rory, there's two parties that clearly don't like each other.
Showing 81–100 of 383 · page 5 of 20
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