Sequoia’s @shaunmmaguire explains how @elonmusk builds companies differently from others: “It’s kinda crazy people don’t understand the pattern yet.” “Elon builds gigafactories that are not producing any cars or revenue for 5 years. And then immediately starts making a million cars.” “[SpaceX] spent almost decade trying to get from Falcon 9 to Falcon 9 reusable. And then very quickly to get Starlink going.” “Now, they’ve been spending almost a decade on Starship— $0 of revenue from Starship today, but it’s about to be an unbelievable amount.” “With xAI, they’ve been building the biggest coherent training clusters in the world. They’re just not really focused on monetizing them right now.” “I think @xai is going to shock people with the scale it gets to quickly.”