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Ian great post! My question for you is whether you believe SpaceX’s history of underpaying for top talent is sustainable throughout an economic recession or a temporary dip in performance? Also, do you think the operating model is strong enough to hold in the future if Musk leaves to dedicate more of his time to another project?
Great post Ni. Of the businesses that have replicated the Uber model, which ones do you think are positioned for sustained success?
Brian. Great post! I know a lot of people have called them “cheats” in the past. Do you think there is an ethical dilemma here since they “steal” existing business models?