There is a lot of Elon love on HN - but the analysis here is fundamentally correct - bet on winners. And Elon will either win big or blow up big. Its a pretty good bet IMO.

And I am amazed to see the "relentlessly resourceful" tag be dropped casually in here - even if the author is part of the SV-mafia its still amazing what impact one mans' essays are having.

So that makes two people to bet on ...