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
Live events scarcity premium supports UFC/WWE gate, media, and sponsorship economics; steady PPV/event cadence provides frequent catalysts.