Opinion: You might have thought the world’s richest man had enough on his plate teeing up history’s biggest IPO. Yet he has been devoting many of his waking hours to stoking up racial hatred in Britain on his social media site. ft.trib.al/B4elnzv

Today is the day of lunar economies, asteroid mining and colonies on Mars. The stuff that dreams and bubbles are made of!! 🚀🫧 🏴‍☠️ 👽🛸

Hey a company proposed to redomesticate from Ireland to Texas, ISS and GL recommended no, and - shareholders said no! The company is now proposing Delaware as an alternative. corpgov.substack.com/p/weatherfor...

Just when you think things can’t get more tacky and grubby… the White House, brought to you by Bud Light…

Hold on, I missed the whole pivot away from Grok to SpaceX being a “neocloud” company. I think the proper interpretation is that our LLM stinks, so we are leasing off excess capacity. Is that worth $1.75 trillion? ¯\_(ツ)_/¯ www.nytimes.com/2026/06/11/t...

Saigon daze.

Love that for them. www.ft.com/content/9824...

The US auto industry is doing it to themselves. They will get wiped out and they will have deserved it.

20 meters tall and a wingspan of 70 meters. Each! That’s like a football field. And SpaceX plans to do 1 million of these. A million!! Does anyone over there actually think this is even remotely realistic? www.businessinsider.com/elon-musk-ai...

Rainy season

People keep calling SpaceX a rocket company with aspirations of landing on Mars, which is funny because >75% of its anticipated revenue comes from enterprise solutions for AI and not space.

If you are buying the SpaceX IPO, you are paying for racial violence. You can always choose not to be a part of that. www.theguardian.com/uk-news/2026...

When the US auto industry is eventually wiped out by EVs from China, it will deserve the ignominy. For years it chased short term profits over a long term vision. It screwed itself.

Hey. Space-based data centers are stupid idea.

The jury is the ultimate democratic institution. Thank God for them. If ever have a chance to serve, please do.

I guess it doesn’t matter if you can ram a deal through the US govt approval process if no one else in the world wants you to do the deal. uk.investing.com/news/stock-m...

And why not? Crypto bros, white collar criminals, and fraudsters all have a friend in this White House.

With private equity investors onboard, Cleveland officially a “win now” franchise

Coffee by the old provincial fort in Dong Hoi, Vietnam

June 7, 1776: “Resolved, That these United Colonies are, and of right ought to be, free and independent States.” Richard Henry Lee offers to the Continental Congress his resolution to declare independence, take measures for forming foreign alliance and unite the colonies into a confederation. 1/7

I’m frankly a little surprised the Trump Admin hasn’t already rammed this deal through yet… www.reuters.com/world/us-sta...

Fraudsters and white collar criminals of all sorts have a friend at 1600 Penn…

Even here in Shanghai you gotta stay clear of the hind end of this thing. Otherwise, you’ll end up getting a SpaceX-sized pos on your shoes…

In Shanghai and EVs like this are everywhere. They’re cool as hell. Tesla as a car company can hang on, living off protectionist policies, but it’s basically toast.

If you’re thinking about the 1 million colonists on Mars “incentive” in Musk’s compensation package, just think about the ISS and know that 1 million, 100k, 10k, 1k or even 100 colonists on Mars is never going to happen in our lifetimes www.reuters.com/science/inte...

In best Charlton Heston voice: SpaceX is people, damn you. It’s people!

Stoopid idea from a stoopid man.

Goldman with outrageous inflation expectations until 2030. I mean, how else to interpret a 100 fold increase in revenue?

So why is Fidelity pushing this stock to its retail customers? Seems ill considered. www.cnbc.com/2026/06/03/m...

I guess I can avoid it for now. Godspeed to those who actually want to add this to their portfolios www.spglobal.com/spdji/en/doc...

I mean … obviously

Emory Corporate Governance & Accountability Review (Emory Business Law Review starting Vol. 14) has published a special issue on Rule of Law, featuring @bjmquinn.bsky.social, Veronica Finkelstein, @nancyrapoport.bsky.social, and @jondmichaels.bsky.social. scholarlycommons.law.emory.edu/ecgar/

Sunday morning coffee…

We haven’t even digested this ridiculously overpriced IPO and we are already racing to another conflicted merger? I’m kind of glad that neither of these companies are Delaware corps, otherwise I’d probably have to spend a couple of years thinking about the litigation

"Low plastic stool, check. Tiny little plastic table, check. Something delicious in a bowl…”

In Asia for the next couple weeks. Wondering if our idiot government will have closed all the airports before I fly home… 🍊🤡

It’s so generous of Musk that he is setting up this IPO to give insiders an off ramp… www.fool.com/investing/20...

Vung Tau, Viet Nam 2026

Given that SpaceX doesn’t actually see itself as a rocket company, this shouldn’t be a problem for the IPO apnews.com/article/spac...

MIT closing 3 of its 4 major libraries doesn’t bode well for the future of research in America

Corruption Threat Level: Orange www.wsj.com/politics/nat...

Ho Chi Minh City Metro is a game changer. Sure, there is only one line for now, but still.

President of MIT not mincing words today in @statnews.com www.statnews.com/2026/05/27/s...

We’re all agreed that trading while in possession of material non-public information is NOT an official act under US v Trump? No? Oh, is that just me?

“AI investments harder to justify … no relation to productivity…” www.theverge.com/transportati...

👇🏼

Kookoo for Cocoa Puffs!

Wondering why I bother with the corporate governance stuff…

Good to be back

Ahem… SpaceX is not a “rocket” company. It’s an enterprise AI company. At least that’s what its S-1 says. Something like 80% of its value will come from enterprise AI sales, not rockets or mars colonies, etc