Eh, who knows?
On the one hand, Musk has done amazing things in starting 2 separate and widely disparate pioneering companies in Tesla and SpaceX. Yes he’s not doing the engineering but getting the capital, taking the leap, and running successfully is a big deal.
On the other hand,
I’m a doc, and the classic doc mistake in life is to assume that being smart in your field means you’re smart in everything. Hence a lot of docs are financial wrecks from poor investment. We see this all the time in politics. Being a good businessman does not a good politician make.
I see a bit of this in Musk. Being a good entrepreneur in engineering heavy firms may or may not translate to social media. His very present, hype generating style has served Tesla well in the past, but is now alienating some of the very people his company should be courting. In CA for example, it is rapidly becoming less “cool” to buy a Tesla. Given how social media is 1% engineering and 99% social/cool/network effects, it doesn’t take much to render a platform less worthwhile. For example, I am heavily bearish on Facebook’s core business. I know no heavy users under the age of 40.
TLDR, my crystal ball is cloudy, but i would sell my twitter shares.
On the one hand, Musk has done amazing things in starting 2 separate and widely disparate pioneering companies in Tesla and SpaceX. Yes he’s not doing the engineering but getting the capital, taking the leap, and running successfully is a big deal.
On the other hand,
I’m a doc, and the classic doc mistake in life is to assume that being smart in your field means you’re smart in everything. Hence a lot of docs are financial wrecks from poor investment. We see this all the time in politics. Being a good businessman does not a good politician make.
I see a bit of this in Musk. Being a good entrepreneur in engineering heavy firms may or may not translate to social media. His very present, hype generating style has served Tesla well in the past, but is now alienating some of the very people his company should be courting. In CA for example, it is rapidly becoming less “cool” to buy a Tesla. Given how social media is 1% engineering and 99% social/cool/network effects, it doesn’t take much to render a platform less worthwhile. For example, I am heavily bearish on Facebook’s core business. I know no heavy users under the age of 40.
TLDR, my crystal ball is cloudy, but i would sell my twitter shares.




