Hubris, Tesla and Exploding Pigeons.
Would a Tesla survive a Kamikaze Pigeon attack? Tesla remains the tech stock that’s defying the ongoing valuations reality. Why? Because Musk still controls the narrative – and that may be about to change.
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Tag Tech
Elon Musk’s Great Plan Revealed
Elon Musk’s robot left us all giggling over the weekend, but may just prove to be the stunt that breaks Tesla. The suspension of disbelief that’s fuelled unicorn tech valuations in the face of reality these past many years feels like its breaking-down as reality bites.
The Need to Regulate Big Tech (Part 2); Moral Hazards in Space?
It is right to let a small number of very wealthy entrepreneurs fill Earth’s already crowded orbital space to establish non-terrestrial internet monopolies? What are the risks, and are the costs justified? Should orbital space be a public good?
Vaccine Cold War or Playground Sulk?
Why is Europe suspending the AstraZeneca Vaccine? What’s the real story? And; The trick to investing in disruptive tech is to spot the solution to a need, rather than an answer looking for a question.