Meta over SpaceX/Tesla on valuation and founder risk
A relative investment case was made favoring Meta over the combined entity of SpaceX and Tesla, based on valuation, data assets, and founder-specific risk.
THE TWENTY MINUTE VC CHANGED ITS VIEW
BEARISH FOR 7 DAYS, THEN THE TURNKeep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.