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Tony's avatar

I’m with you. I can’t figure how he will solve power generation, data storage, etc from space, but if anyone can, he’s the genius to bet on: a small bet on a moonshot.

As Pabrai would say, “heads I win, tails I don’t lose much.”

Trey Henninger's avatar

I’m certainly no expert on how all of these engineering problems will be solved. However, it seems to me Elon has done a good job surrounding himself with the best engineering talent money can buy.

Talent plus motivation is a super power.

One of the themes of my investing style is also finding a management team I believe in. That’s true at Solitron and Truxton. SpaceX seems to fit the bill as well.