I am constantly reminded by most people I talk to that most of society is actually outright scared of The AI Revolution. I am genuinely shocked whenever someone, often someone I know well and love, are actually fearful or even explicitly angry about AI.
The AIRS Revolutions are the biggest Revolutions in more than a century and that's going to be the primary story and driver of rates, economies, society, etc for the next 10-20 or even 50 years, IMHO.
I call my management firm the 10,000 Days Management Company because we are looking out 27.4 years into the future. We want to buy the companies creating tens of trillions of dollars in revolutionary economic activity and own them forever.
Look, you either have to believe Elon's on our side as shareholders of each company and accept that there are some conflicts of interest because he's got more control of one than the other, or you have to move on from both TSLA and SPCX.
In the midst of the post-dot-com bubble stock market crash of 2001, with Wall Street layoffs a weekly headline, Jim Cramer wrote an article that finished with a blurb about something like this...
