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The Bear Case for SpaceX at $1.75T | Karpathy Joins Anthropic | Cursor vs Codex vs Claude Code | Codex Builds an ERP in 7 Hours | Why Ozempic Is $20 in China | EP14

Explore episode May 22, 2026

Elon diversified his risk and now he has two paths to success. In six months, either Composer wins and Elon acquires them for $60 billion, or Grok Build wins and Elon pays $10 billion for training data.

Rik

The Bear Case for SpaceX at $1.75T | Ka…

Where this was said

Meta Layoffs & the AI-First Era

At 37:45 · chapter starts 37:40

Business

The SaaSPocalypse: Every B2B Database-With-an-Interface Is a One-Click Clone

The Bear Case for SpaceX at $1.75T | Karpathy Joins Anthrop… · May 22, 2026 Business

B2B SaaS built on a glorified database is now a one-click clone. The industries with real staying power are those with physical assets, proprietary distribution, or deeply entrenched systems of record. Every other SaaS product will be commoditized like a cheap IKEA chair.

If you're selling a database with an interface as a service, that's a one click clone.

Dr. Dan

The Bear Case for SpaceX at $1.75T | Ka…

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