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Feb 5
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Jonathan Roth's avatar

Interesting.

IMO they can't do semiconductors b/c they don't want to be reliant upon China for them. And they still need Boeing as long as the Ukraine situation persists.

But given the social unrest throughout France/Europe, controlling the narrative is the #1 imperative for EU types. And X is the only one they don't have their hooks into.

I chose not to include it in the write-up, but I doubt it's a coincidence the hit on X took place the day after SpaceX & xAI announced their merger.