Super misleading, but that's the framing to entice people into paying and you're right, Musk didn't invest in SEI, xAI is a customer. That's why I like pulling these pitches apart rather than paying hundreds or thousands for them.

I also like the CAT/GEV angle. If SEI's opportunity ultimately depends on scarce generation equipment everyone needs anyway, owning the upstream bottleneck may be the better play.

JRem

This is misleading framing. "Bet" implies Elon invested in it, he didn't, he's a customer... and everything he's doing is to make them obsolete.

I'd bin this newsletter given this and the last Kiyosaki thing.

The business itself sounds interesting, there's obviously demand now... looking at it though it's very rich for a business everyone is trying to make obsolete. It's also capacity constrained upstream, CAT and GEV are already booked out on turbines/engines. To the extent their business is viable i'd rather be in those.

Construction_and_Engineering

Stacker_Stocks

Elon Musk Just Bet $86 Million on This Tiny AI Power Company

> Elon Musk Just Bet $86 Million

This is misleading framing. "Bet" implies Elon invested in it, he didn't, he's a customer... and everything he's doing is to make them obsolete.

I'd bin this newsletter given this and the last Kiyosaki thing.

The business itself sounds interesting, there's obviously demand now... looking at it though it's very rich for a business everyone is trying to make obsolete. It's also capacity constrained upstream, CAT and GEV are already booked out on turbines/engines. To the extent their business is viable i'd rather be in those.