David Erjavec
2.2K posts

David Erjavec
@erjavec
Senior dev at @intrix
Slovenia Katılım Ağustos 2008
1.4K Takip Edilen196 Takipçiler

‼️🚨NAPOVED KOMUNISTIČNIH NEREDOV V DRŽAVI!
Mentalno moteni levičarski posamezniki, levosučni NVO-ji in sindikalni retardirani rdeči hlapci, se že pripravljajo na komunajzarska razgrajanja po državi in jih nonšalántno s pomočjo monopolne komunistične medijske agitprop mašinerije, že kar neposredno sporočajo v eter. Najbolj noro pri tem pa je, kako veheméntno so prepričani o ekspresnosti in premoči njihovega uspeha. Kako jih ustaviti in enkrat za vedno odstraniti? To je vprašanje, na katero je potrebno urgentno in takoj odgovoriti.
Slovenščina

@arhvt123 @MatevzNovak @RokKleindienst @MarTin98766959 odporniško gibanje proti okupaciji pa je pod mednarodnim zakonom zaščiteno in je lahko nasilno
Slovenščina

@arhvt123 @MatevzNovak @RokKleindienst @MarTin98766959 tega ne podpiram. protesti naj bojo nenasilni.
Slovenščina

@horvatjev @MatevzNovak @RokKleindienst @MarTin98766959 hamas je odporniško gibanje na okupacijo. če ne obstojaš izraelskega aparheida in genocida fucking šuti gofljo čez hamas. pa ne podpiram hamasa. ampak če bi meni izraelci srali tolko let bi isto bil pripravljen delat kot hamas. fuck izrael.
Slovenščina

@erjavec @MatevzNovak @RokKleindienst @MarTin98766959 Ne, seveda ne, tako kot so med kovidom razbijali po Ljubljani in pretepali policaje? Njemu, J=00 in raznim zdraharjem ni nič za verjet...
Slovenščina

@erjavec @DefiantLs Nah. We on the right don't like trannies, end of. Anyone that does isn't right wing. And we certainly don't hate ourselves.
English

@RokKleindienst @MarTin98766959 Predlagam da gremo in jih pričakamo s koli. Policiji ni za zaupat. Poleg tega je Tea Jarc hči visokega policijskega aparatčika.
Slovenščina

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street.
SpaceX just disclosed Musk's new compensation package:
He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power.
Let me put the 100 terawatts in perspective:
The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit.
This is a science fiction screenplay that somehow landed in front of the SEC.
But here's why it actually matters for your portfolio...
The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it.
SpaceX is claiming a market roughly 240x BIGGER.
Now let's talk about what is actually being sold here:
Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch.
xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash.
Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up.
The IPO is being marketed at $1.75 TRILLION.
The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative.
Then layer on what we just learned last week...
The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable.
This is the same playbook he's run for two decades.
Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses.
The IPO is structured to keep that game going FOREVER.
The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away.
Here is the part that finishes the case for me:
Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X.
This raise is not funding the future. It's just plugging existing holes that retail investors will now own.
In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet.
I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude.
I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual.
Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight.
The Tesla mispricing is being repeated on a far larger scale.
And this time the bag is being handed directly to retail.
Don't be the one holding it.
English

@ronnie2204 @MarkChangizi amazing counter argument. on par with zionist shit for brains dickheads :) you think i care how i look? only a retard would think that will change anythin. try again
English

The Nakba was a failed Holocaust on the Jews. Cope harder.
Adrian P 🇷🇴🇺🇦🇪🇺@AdrianP_doc
Denying the Nakba is as disgusting as denying the Holocaust.
English

@LaraDCookie So what? Užaljenost? To je politika, če še komu ni jasn. Golob je pač nesposoben.
Čeština

Za tiste s spominom zlate ribice...😅
Guy Gadbois - ĐiĐi@Nacvrckan
Anže Logar: “Mainstream analitiki v en glas: minuto po volitvah boste skočili v objem Janeza Janše. Ne, ne bomo. Janez Janša je imel že tri priložnosti, pa jih ni znal izkoristiti.” Niso rabili minuto po volitvah, ampak minuto in pol. Dovolj za “premislek” in četrto priložnost.


@rmlunn @glennbeck kind of like billionaires can't have enough money
English

@glennbeck There will never be enough money to satisfy the desire of a socialist politician. It is a money pit that never gets filled.

English

Allow me to translate socialist to English.
When Mamdani says, "NYC faces a budget crisis," he means, "we ran out of other people's money."
When he says, "we need new revenue," he means, "we're going to tax people more."
But wait, he already "taxed the rich" straight out of the city. So, who does that leave him to tax now?
The next richest class. Then the one below that. And the one below that. It happens the same way every time.
Isn't socialism neat?
English

@karfjolca Sej jaz bi tudi poslancem vzel povišanje plač. Naj bodo vzor.
Slovenščina










