Michael Batnick
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Appearances Over Time
Podcast Appearances
What are they, Armageddon?
Remember the movie Armageddon?
They had the Cybertruck on the planet.
$131 million of Cybertrucks at the manufacturer's suggested retail price.
He can't even get a discount?
Here's another one.
Okay, in 2025, SpaceX also purchased $506 million worth of mega pack energy storage products from Tesla.
Meanwhile, Musk's XAI has paid Tesla about $731 million since the beginning of 2024 through February 2026.
It's funny.
A lot of people, myself included, thought that... I thought Starlink was the company.
I really thought that that's what it was.
That was the backbone of this company.
And apparently, he's selling it like... No, forget about Starlink.
No, forget about it.
But it's...
It's the enterprise application at the AI level.
It showed this TAM that he made, $22 trillion.
So Starlink is whatever.
The Starlink broadband is sort of an afterthought.
I thought that was the whole company.