American with Canadian roots. PNW. Friend to all cats. NBA fan. Volunteer. Maker of Good Trouble. Living in the American horribilis annos. We the People have had enough.
🎁 Article. Bloomberg. Liam Denning. Futurism to Farcical. www.bloomberg.com/opinion/arti...
Musk's Attention Economy Is Slipping Into RecessionElon Musk’s empire spans energy, cars, rockets, robots and more besides. The common thread is his command of attention: attracting it, shaping it and monetizing it. The world’s wealthiest person has b...www.bloomberg.comD.E. Rising. Excellent Substack. The breakdown of 'Elon Speak'.
D.E. Risingopen.substack.com/pub/thestand... On the occasion of the first SpaceX earnings call, I wrote a little explainer on Elon-Speak
Ed Zitron. The AI Demand Bubble. The Players and the Played.
Ed ZitronNews: Microsoft disclosures and Bloomberg analyses suggest that OpenAI's $24.1 billion in revenue accounted for 70% or more of Microsoft's FY26 AI revenue, and more than 7% of its entire FY26 revenues. Microsoft has spent $261.3bn in capex since 2022. www.wheresyoured.at/news-microso...
Excellent Substack. Felon Trump's adventure in money laundering. Shady fun times.
Montana SkepticSomething tasty for your evening. Hard to imagine there will finally be accountability for something, but we can dream. thestandarddispatchandmail.substack.com/p/trumps-all...
Cape Fear Advisors. The bubble and the razor.
Cape Fear AdvisorsIf there is an AI bubble, it will not arrive as weather over the whole sky. It shows up one company at a time, in the filings. CoreWeave is the purest place to look, and it reports in eight days. Here is our framework for reading that print, and looking for the early signs of trouble ahead (or not).
Musk's full-length interview with The Economist. Incredible.
Adam🥴 “What do you want money for? …If robots and AI are providing more goods and services than any human could possibly consume, what do you need money for in that case?" youtu.be/XuoqKYxDHVc
Montana Skeptic. Brilliant Substack on Musk, Tesla, SpaceX. The August 6th SpaceX stock unlock. The anticipated August 4th earnings call on SpaceX. Tesla's future.
Montana SkepticWith the Aug 4 earnings call and Aug 6 stock unlock on the horizon, I have some thoughts about SpaceX and Tesla. montanaskeptic.substack.com/p/elon-musks...
🎁 Article New York Times. Maggie Haberman: How Trump Has Changed. www.nytimes.com/2026/07/31/o...
Opinion | How Trump Has Changed, With Maggie Haberman (Gift Article)The New York Times correspondent says 70 percent of the president’s mind is dedicated to White House renovations.www.nytimes.comSo true.
Montana SkepticMusk has no choice but to pay a continuing subjugation tax to Trump's GOP. Past payments have bought him all manner of protection and favoritism. He knows all that changes if the GOP no longer rules the roost. And, in fairness, many Trump policies line up nicely with his own racism & xenophobia.
🎁 Article Musk 🤡 The current TPS is not good enough and it’s a dead end,” said Charles Miller, a former NASA senior adviser and space policy consultant who co-founded Lynk Global Inc., a satellite communications firm that is a competitor with SpaceX’s Starlink www.bloomberg.com/news/article...
SpaceX Starship Heat Shield Can’t Support Rapid Flights, Experts SayThe heat shield that protects SpaceX’s Starship vehicle as it plummets back to Earth may prove to be a substantial roadblock to Chief Executive Officer Elon Musk’s path to designing a rapidly reusable...www.bloomberg.comSpaceX and Tesla, adding it up: The state of the merger. Cape Fear Substack.
Cape Fear AdvisorsThe market asks whether Tesla and SpaceX will merge, and when. The filed record answers in the present tense: one project described in halves, a stake that arrived as change, a mark that carried a quarter. A formal deal would not turn the lights on. The lights are on now. The filings are the lights.