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I think you're right. The question is: is that pool big enough? For Tesla and SpaceX, you had a _vision_ as well, so you could be ambivalent about Musk but still stoked on what the company was doing. I don't think Elon's laid out that vision for Twitter yet very effectively ... I don't think building another Careem/Grab/Rappi/LINE/whatever super-app is very compelling, which was one of the latest ideas.


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