0:00 This week, Elon Musk posted that at least two hundred fifty thousand white British girls have been groomed, raped, and abused by predominantly Pakistani Muslim perpetrators.0:13 The post, referencing an independent inquiry, drew twenty-six million views in a matter of hours.0:21 Last week, we talked about the tweets that move markets.0:26 This week, we saw the tweets that aim to move something else entirely.0:31 Of course, the markets moved too.0:34 Musk officially became the first person in recorded history to be worth over one trillion dollars.0:42 One point one one trillion, to be exact.0:45 The jump was fueled by SpaceX's record seventy-five billion dollar IPO.0:50 He also found time to post a political forecast.0:54 He warned his followers that there must be a “red wave this November or America is doomed.” He says to imagine four more years of this getting worse.1:06 It’s a long way from when he used to vote Democrat.1:10 But the real story this week wasn't in the posts that got the most views.1:16 It was in a transaction that happened almost silently, behind the noise.1:22 This is the part that connects the money to the platform.1:26 The story is about an acquisition.1:29 Musk just bought a company called Cursor for sixty billion dollars.1:34 Here's what that actually means.1:37 Cursor was the single largest customer for the AI company Anthropic.1:42 And Anthropic was scheduled for its own IPO just three days after Musk made his move.1:49 So, Elon Musk just took Anthropic’s biggest customer hostage, days before their public offering.1:57 It was a strategic hit.1:59 A way to damage a competitor at their most vulnerable moment.2:03 Now, you might think sixty billion dollars is a lot of money to spend on a corporate maneuver.2:11 And it is.2:12 But here’s the turn.2:13 He paid for it without spending a single dollar of cash.2:18 The sixty billion was paid entirely in newly minted SpaceX stock.2:23 The same stock that just made him a trillionaire.2:27 The IPO was literally the printing press for the acquisition.2:32 So what does it all add up to?2:34 SpaceX investors who bought into the IPO got diluted by three point four percent before they even understood what they owned.2:44 And Musk acquired a company whose market share has been dropping, from forty-one percent down to twenty-six percent over the last year.2:55 He didn't buy a thriving asset.2:57 He bought a weapon.2:59 He paid a premium to take a key piece off the board for a competitor.3:04 This is the pattern now.3:06 A politically charged tweet gets millions of views and dominates the conversation.3:13 A warning about the future of America gets the headlines.3:17 But while everyone is looking at the spectacle, the real power is being used elsewhere.3:24 The posts about culture and politics are loud.3:28 But the sixty-billion-dollar move against a rival...3:32 that was silent.3:33 The tweets are the distraction.3:36 The real post is the deal itself.
