Tim Miller

Just run through it.

What is this?

Starlink seems like a legit business.

What would be a more rational valuation?

How outlandish is it?

What is SpaceX doing with the Cybertrucks?

Is it just like sending them up into space or are they using the outside for the rockets?

Who could get into the front seat of that car with any dignity on a date?

Yeah, and the spoken mirrors and the self-doing kind of works though, right?

Because he's able to get capital to go out and do other cockamamie stuff.

And who knows, like something hits like Starlink does and you just perpetuate- It's not that much of a hit.

Can you explain that to the trick, the new changes?

I think it's obviously working for Elon, maybe not to the degree that he thought in 2024, given, you know, how Doge flamed out, etc.

But just on balance, it's working for him.

The last time you were on, you know, the thing I always ask folks who are in tech world and who associate at various degrees with the big tech guys that kind of went from being, you know, basically capitalist Democrats to being all in with Trump is like, how they feel their deal with the devil is working.

And it's like, it seems a lot worse than it did six months ago.

I don't know, Zuckerberg, you know, Andreessen.

He worked for Trump in 16.

You don't see any of them looking at it and thinking, God, look what happened to Anthropic.

And like, geez, he seems pretty erratic.