Replying to Avatar Lyn Alden

Too many people have given Elon a pass. Don't give him a pass.

He's a marketer, not a founder or an engineer. He didn't found PayPal or Tesla; he bought into them early. He's good at selling narratives and equity valuation for perpetually unprofitable companies.

Everything for him is a narrative. His green revolution was a narrative to sell more cars and get more subsidies. His bitcoin purchase was to gain appeal among bitcoin/crypto people in a bull market. And he shilled doge like a dumbass. His SpaceX narrative is to get money from the government.

His rooftop solar thing was an outright scam; the technology isn't ready and went nowhere because of that. His full-self-driving-in-an-intermediate-term timeline was a scam, and is going nowhere because of that. He makes scams to draw people and capital in, because for him it's all about narratives and equity valuation.

And then he dug unproductive holes, suggested unproductive hyper-tubes, built meme flamethrowers, for what? It's a narrative, not a business. None of this is real productive shit to make peoples' lives better.

His latest "we need free speech" narrative was a scam too. He tapped into something real, which is what marketers do and why it kind of worked. Yes, we need free speech. Yes, Twitter had censorship issues. He saw that and jumped on it maliciously rather than productively.

But what did he replace it with? He replaced it with arbitrary journalist censorship about his private jet, arbitrary censorship of Substack, selective Twitter Files release, won't talk seriously about any of his China connections because Xi Jinping fucking owns him economically there like Jack Ma, has his balls firmly in his grasp, etc.

Elon's playing the narrative, the anti-woke meme of the day. He's a master meme-momentum-player. Don't fall for it.

Yep, and his SpaceX play is going to implode because SpaceX was NEVER about technological innovation, but using technologies people knew were possible in order to take a BUSINESS RISK.

As Starlink gets crushed by 5g FWA, market cap will correct down 10x. Their market cap is based on total vaporware. Very obvious by looking at the size of the launch market and how comparable companies are valued. Normies just get confused because SpaceX is the only B2B aerospace company that pretends it's a B2C company. Revenues are a tiny fraction of the serious aerospace players because launch isn't all that big of a market in the first place! (VC idiots also didn't seem to be able to understand this with their me-too smallsat launcher infatuation).

Elon Musk in the past decade has simply been the cornerstone of cope via fauxindustrialism in order to maintain the delusion of the greatness of civilization in order to deny the reality of enormity of the fiat world. His LARP has just been a giant DDoS on real technologists and likely has had a net negative outcome on the world due to the opportunity cost.

Elon is a faux-genius emotional child who everyone in the aerospace industry finds insufferable. Talk to any of their suppliers or people from the early days of Elon's tantrums where he would throw fruit at people from conference table fruit bowl when he was angry.

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