Elon Derangement Syndrome. open.substack.com/pub/riskofru...

this is a guy who gets paid to know the future and then ends up surprised by the most predictable thing ever

This is depressing.

Every Musk operation is like the joke about drawing a bullseye around the arrow after the fact. Before the CT launch I used to get people in my replies saying “finally a truck that’s built to be tough” - because to these people if the truck is made of stainless, the reason must be: toughness

I saw an article about advertisers returning to X but the first one I saw was just some random trolling of Calacanis? lol

It is interesting to think back to the Twitter merger discovery when Elon texted someone that Twitter wouldn’t turn into a right wing cesspool. Now the advertisers of last resort are the very bottom of society’s barrel.

Am I trying to get blocked by “Taylor lorenz” ?

No.

But I’m not not trying to get blocked by “Taylor lorenz” either.

is big balls able to root out local government waste too?

Specifically this paragraph. It’s just a complete lack of imagination as to why someone might want to make this point.

And if we want to get a sense as to the bona fides of the new lords of austerity, maybe we could look at Tesla's revenue per employee.

Yes, these are very serious people.

This is wrong. Not even close.

Trump speaks dipshit natively. Musk cosplays at it.

Musk had to spend $44B in order to obtain his megaphone. Trump spun his up from close to nothing.

Lots of Americans have never encountered a single thing Elon Musk has ever built, while Trump is inescapable.

The weird thing about this idea is that the companies that built the world that most people know… they aren’t trying to break into the US Treasury. It’s the guy who has sold < 10m cars ever, and who has fewer than 25m internet subscribers… that’s who has suddenly gotten interested in government.

It’s amazing that kind of the entire short case has come home - I.e. teslas FSD strategy has turned out to be a huge liability and not an advantage, and the CT is a complete dud - but you still can’t short Tesla because of [checks notes] kleptocracy.

Waimea Canyon

No one who has followed Musk and simply called balls and strikes along the way is surprised at all by the sheer amount of bullshit here. The next step after this is to secure actual monetary benefits for Musk companies that equal the bullshit cuts.

This is especially hilarious considering the rates at which that these builders voted for Trump. There’s always a two step in the mind of every one of these people. 1) tariffs are actually good! 2) you’re being hysterical because they won’t actually go into effect!

lol. More people who claim to have had some basis in their belief and then are like how could we have possibly known that the guy who faked a solar roof, a take private at $420, and called someone a pedo with no basis… was a liar?

lol. the advertisers are... date night!