Elon Musk: A Different Conversation w/ Nikhil Kamath· Nov 30, 2025
Lean into scarcity and physics: own live-event assets poised to price scarcity, back U.S. mobile exposure insulated from Starlink’s urban limits, and keep measured optionality on Tesla’s near-term AI/robotics milestones.
Position Reasoning
Venue owner with pricing power on scarce, in-person experiences (tickets, suites, F&B). Benefits directly from rising live-event premiums with less antitrust overhang than large promoters.