SpaceX
We assume Stripe and Advent can quietly swallow PayPal with their recent fifty-three billion dollar offer. The reality is this initial bid will likely trigger a historic bidding war, forcing an unprecedented syndicate between Stripe, Block, and Elon Musk.
SpaceX
We assume Starlink won the space race by putting satellite dishes on rural rooftops. The true telecom endgame requires bypassing the dish entirely and connecting directly to the smartphone in your pocket.
Economy & Markets
Forget MIRROR. This is the acquisition that actually fits the DNA. Lululemon owns the studio; it’s time to own the slopes. Inspiration: Seeing a sea of Halfdays suits in Aspen and realizing Lululemon is completely missing the “Après” demographic. Lululemon is a beast, but they have a $500M scar: