I suspect Elon's value proposition now isn't really anything he does, it's the fear for stockholders that their companies will be evaluated like any other company and it will tank the stock if Elon isn't around.
I'd advise you take a look at some of Musk's companies:
- Tesla is the top seller of EVs in the US, beating century-old companies.
- SpaceX has left public institutions like NASA and ESA in the dust despite their vastly bigger budgets
- Although it joined late, xAI is now firmly in the top 4 of AI companies worldwide (OpenAI, Anthropic, Google, xAI)
What's the common element between these successes?
Yeah the anti-Elon sentiment on HN seems unique to this platform and maybe reddit. If you go onto any college campus, you'll see a variety of students wearing Tesla or SpaceX merch. Neuralink has a 7 or 8 stage, highly competitive interview process, and most of his companies are internationally recognized and careers with them are highly sought after.
I suspect a lot of people are just upset they got rejected
That Elon Musk let the competent people do their job and didn't meddle too much? Did you know that Cybertruck, Starship and Twitter are the projects where Musk has let his competence "shine" the most?
It's been long-since established that the only reason early Musk companies survived was employees learning how to manage up and manipulate Musk into doing the right things early on...
I'm not OP but that seems like a pretty reasonable assumption. LLM dominance is basically a US thing (Europe is handicapped by the EU and China is handicapped by hardware), and there are only a few companies that are actually competitive in LLM's (OpenAI, Gemini, xAI, Meta, Anthropic). I think top 5 is a safer bet but top four isn't an unreasonable thing to say confidently
xAI has the largest GPU cluster for AI training in the world, and they regularly produce top-ranking models. Companies like mistral produce clever models but they’re functionally just not on the level of things like Grok
Sort of a stock suicide pact ...