@TheZvi 😭😂
Zvi Mowshowitz@TheZvi
Okay, look, there's some slight possibility there MIGHT be a bubble somewhere.
5:21 PM · Jun 16, 2026 · 377 Views
Bill Ackman argues SpaceX uses its high valuation to minimize dilution during acquisitions like Cursor
Carlos Perez says the moves reclaim talent lost to xAI
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Positive users praise the clarity and insightful simplicity of Bill Ackman's explanation on how SpaceX's high valuation enables accretive acquisitions.
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Daniel@growing_daniel
“One of the things that makes @SpaceX so valuable is how valuable it is.”
Bill Ackman@BillAckman
One of the things that makes @SpaceX so valuable is how valuable it is. The Cursor acquisition costs materially less in dilution because of SpaceX’s high valuation.
SpaceX’s ability to do economically, strategically, and technologically accretive acquisitions is an important component of its value.
There is enormous value inherent to a company with a high value particularly when it is controlled by an entrepreneur that the most talented people want to work for and partner with.
Value begets value.
Talent begets talent.
1hViews 10.8KLikes 406Bookmarks 9
sucks@powerbottomdad1
@growing_daniel @SpaceX only a genius could put it so plainly
1hViews 143Likes 8Bookmarks 1
ostyn@ostynhyss
@growing_daniel @SpaceX Is water wet? Is value valuable?
1hViews 31Likes 1
🫧@emily_sipiora
@growing_daniel @SpaceX Kino
1hViews 21Likes 1
Grey Enlightenment@2025Blog
@TheZvi 60 billion divided by 2.5 trillion =0.024. Hardly any dilution
5hViews 28
void mayne()@goolandthekang
@growing_daniel @SpaceX Bars
1hViews 20
dumplepee@dumplepee
@growing_daniel @SpaceX LOL
1hViews 18
tossit (raccn again) +⁺@TossitRambles
@growing_daniel @SpaceX I think he's trying to say that the effect of net value acts more-than-linearly compared to its actual amount
I think
1hViews 16
David Hinkle@Drachs1978
@TheZvi The market is pretty confident Musk is going to put data centers in space and everyone is going to want one.
5hViews 13
Becker Meister@MeisterCoins
@IntuitMachine @BillAckman @SpaceX losing talent to xAI then buying it back with SpaceX stock is some 4D musical chairs
9hViews 3
thoughtlesslabs@thoughtlesslabs
@growing_daniel @SpaceX
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