Michael Batnick

Is anyone going to catch them in 10 years?

I say no.

I think so.

Only because what they're doing there, I don't know who their competitor is, right?

Like there's open AI and anthropic and XAI and Grok and there's other stuff.

Like, I don't know what the mode is there compared to what SpaceX has already built.

They're so far ahead of the competition.

They've engineered the stock to go up.

I don't know if it's going to work, but they are doing everything they can to be thoughtful about the amount of supply that is being unlocked.

And I don't know, and last thing, we could move up this.

I don't know that the weird unlock that they're doing

is worse than the 180-day cliff, where it's just like, that seems very strange too.

I actually kind of think that what they're doing is- I like this better.

What does that mean?

I thought that was interesting.

I agree.

But this is important for the listeners.

The amount of stock that was listed for these companies in 1999 versus the amount that SpaceX is listing today, it's 3% of the float.

It's a tiny amount.

Deliberately.