Ben seems to think the IPO is a good idea .. (His paraphrased conclusions)
1] Musk … has already pushed humanity forward on multiple vectors, including electric cars, self-driving, reusable rockets, satellite Internet, etc., and I’m excited to see him try and do more. 2] Musk is proposing an alternative path to unlimited compute is a relief. 3] This IPO is a return to what an IPO should be: the opportunity for people to contribute capital to actually build the business, and to benefit if it works out.
💬 Ben Thompson
Sure there are some nuanced caveats.