Michael

“Imagine you are Michael at Cursor, right? And things are going pretty well. You've got a term sheet from, you're what, 24? You're a paper decabillionaire... I would much rather initially work for Elon than for Zuck personally.”

“Elon has the biggest advantage, which is his stock is trading... it's still 40 times revenues. Picking up a big asset at 15 times current revenues, maybe less than 10 times year-end revenues. Dirt cheap for him, right? A net accretive day one in a way that probably wouldn't be as true for Meta.”