Mike Alfred
@mikealfred
Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Joined December 2009
773 Following 346.7K Followers
It’s been 4 months. This was contrarian at the time. Watch as it becomes consensus. Game, set, match.
SpaceX needed a highly valued public currency so it could start doing acquisitions to add to its empire. $60B for Cursor is just the start. I expect they will make a run at a bunch of physical infrastructure operators. The incentives are all there. Watch and enjoy.
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