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Larry Goldberg

Verified account Rebellionaire

@TeslaLarry

Managing Partner, LumaSenti. Entrepreneur, co-inventor/co-author of the book “The Decision Model”.
North Carolina, USA linkedin.com/in/larrygoldbe… Joined March 2009
746 Following 57K Followers 15K Posts

Latest posts 5

Larry Goldberg Verified account @TeslaLarry
When Galloway makes a "careless remark" we are urged - by his academic brothers - to give him a pass. Perhaps that is the civil thing to do. And if it were simply that - a carelessness - we might have been inclined to go along. But this was NOT that. This was a considered remark, a naked call for execution, underscored by an allusion to an extremely nasty event in American jusrisprudence; an event of which the legality, wisdom or appropriateness is still widely questioned.
Until this Professor comes clean with a humble, meaningful and appropriate apology, these random, proxy apologia count for naught.
Prof. Brian Keating Verified account @Briankeating 1d
UPDATE: Scott Galloway reached out to me earlier today and asked me to call him. I'm glad I did.

I've read @profgalloway's books, listened to his podcasts, and appreciated his willingness to confront campus antisemitism and debate people he vigorously disagrees with, including @BenShapiro with comity (and more than a little comedy).

That's why his recent comments about Elon Musk surprised and troubled me.

My central criticism was that Scott called Musk a "traitor to the West" while invoking Julius and Ethel Rosenberg, who were executed for espionage.

I think it was a careless statement, but I don't think Scott is calling for Musk's execution. Too many people on this platform are making that accusation, but it's an oversimplification. He told me he explicitly opposes capital punishment. I still believe the analogy was overblown.

We also discussed what actually happened with Starlink and Starshield in Ukraine. What was restricted, when, by whom, and under whose authority? I agree with him that we need to know what actually happened for transparency's sake. Sunlight is the best disinfectant.

Scott acknowledged that if Musk was legitimately enforcing a commercial agreement, not meddling in wartime policies as a private citizen, the accusation of treachery would be unwarranted. I hope that if that occurs, he will retract it publicly.

We agree that serious accusations require serious evidence.

I raised Scott's role as a UC Regent because I believe those entrusted with governing the best university on the planet deserve particular scrutiny. I never called for his removal, nor do I want him removed.

Scott explained why that framing troubled him. I listened, and I understand his concerns better.

Despite disagreeing with my criticism, Scott offered to defend my academic freedom and my right to criticize him.

As a professor, I teach students to revise their conclusions when confronted with new evidence. Today I was reminded that professors must also reconsider their own approach, too.

I stand by the substance of my criticism. But my tone should have been more collegial.

Our conversation strengthened my respect for Scott's generosity and commitment to the University of California, a system that transformed both our lives. As a two-time native son of the UC system, I think Scott will play a vital role on that august board.

Lastly, and most remarkably, two podcast hosts managed to have a contentious discussion and find common ground without recording another podcast about it.

A first in (unrecorded) history.
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Larry Goldberg Verified account @TeslaLarry
Randy pulled another moment from our Good News Friday conversation. You can say Elon runs late and over-promises, and plenty of people do, but he keeps delivering, and hearing his latest targets was fantastic. My guess is that we will see a SpaceX share price in the 300s by the end of next year. That is my own guesswork, and I could be way wrong.

Not investment advice.
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Larry Goldberg Verified account @TeslaLarry
Randy clipped another stretch from that same Good News Friday. Elon’s ARR targets are $100 billion by December and $500 billion by the end of next year, with a shot at a trillion. Those targets make my earlier paperwork look pretty pessimistic. He called the trillion a shot, and I am treating it the same way. My own view is that when a CEO frames it like that, you have to think they are aiming to do a lot better than $500 billion.

Not investment advice.
Randy Kirk Verified account @RandyWKirk1 16h
SpaceX will hit $100B ARR by December.

Elon just confirmed the number is locked in and still sees a shot at $500B–$1T next year.

How high do you think SpaceX actually goes?
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Larry Goldberg Verified account @TeslaLarry
Great to be back with Herbert on Brighter with Herbert. We talked through the recent SpaceX share move after the election, and in my view the business kept compounding underneath it. I called that pullback a buying opportunity for people who already understand the company.

A few themes stuck with me. SpaceX is winding down Falcon 9 to go all-in on Starship, which I think of as playing where the puck is going. We also covered the Qualcomm work for Starlink Mobile’s 5G network and the FCC’s satellite-to-phone ruling, which I see as a win for more open competition. I shared my view that data-center projects still waiting on approvals may move more slowly under some of the new state governments, while Starship itself remains under federal protection through January 2029.

Full video: youtube.com/watch?v=R4kV59…

Not investment advice.
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