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James Thomason

Personal blog · jamesthomason.comeconomicsstartups

James Thomason's personal blog at jamesthomason.com covers economics and startups. Since 2024, 4 different Hacker News readers have linked it 14 times, most often “SpaceX's IPO Bagship carries full payload of Elon's mistakes”. It is still writing: the last post was on 2026-10-28, and you can follow it by feed.

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14mentions?
4HN people?
2024–2026first – last linked?
Links on Hacker News per year · peak 5 in 2024

Too few sampled comments (2) to say how often HN recommends it.?

Why HN links it

Linked in discussion of SpaceX's IPO. The post argues the offering would use public money to bail out Musk's failing X and xAI businesses while enriching insiders.

Summarised by Claude from a sample of 2 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.

Notes on investing in technology disruption. Engineer → Founder → CTO → VC & long/short equity PM. 25 years of Silicon Valley pattern recognition.

Most-linked posts?

  1. SpaceX's IPO Bagship carries full payload of Elon's mistakes
    3 people · 3 mentions · first linked 2026-05-21
  2. Risking Ruin: How Alphabet's AI Bias Threatens Shareholder Value
    2 people · 2 mentions · first linked 2024-02-22

What Hacker News says?

  1. https://www.morningstar.com/stocks/why-we-think-spacex-ipo-i... https://www.nytimes.com/2026/04/01/technology/spacex-ipo-elo... https://montanaskeptic.substack.com/p/the-spacex-ipo-will-be... https://www.youtube.com/watch?v=8rS3fTbC7TE https://www.irishtimes.com/business/2026/06/03/heavily-in-de... https://www.youtube.com/watch?v=-X6YzlY_8tM https://jamesthomason.com/spacex-ipo-bagship-carries-full-pa... https://www…

    Comment linking /spacex-ipo-bagship-carries-full-payload-of-elons-mistakes/

    on “The SpaceX Sham”
  2. Submitted SpaceX's IPO Bagship carries full payload of Elon's mistakes as a story · 8 points

    HN discussion
  3. > LLM prompt: remove all the flowery language and summarize https://jamesthomason.com/spacex-ipo-bagship-carries-full-pa... The thesis: SpaceX has filed an S-1 to IPO at a $1.75 trillion valuation, raising up to $75 billion. The author argues the offering's main purpose is using public money to bail out the failing X (Twitter) and xAI businesses Musk previously acquired, while enriching insiders.

    Comment linking /spacex-ipo-bagship-carries-full-payload-of-elons-mistakes/

    on “SpaceX's IPO Bagship carries full payload of Elon's mistakes”
  4. Submitted Deus ex nihilo: Decoherence and superposition of capital in OpenAI's ecosystem as a story · 3 points

    HN discussion
  5. Submitted It's shovels all the way down as a story · 2 points

    HN discussion
  6. Submitted The option premium view of bubbles: why we need our speculative manias as a story · 2 points

    HN discussion
  7. Submitted What if AI's rate of commoditization is outpacing its own value capture as a story · 2 points

    HN discussion
  8. Submitted Death Rattle in the Dream Machine as a story · 2 points

    HN discussion
  9. Submitted Risking Ruin: How Alphabet's AI Bias Threatens Shareholder Value as a story · 2 points

    HN discussion
  10. Submitted Why Alphabet Might Come Back to Win This Round of AI as a story · 2 points

    HN discussion
  11. Submitted Technology becomes more valuable when innovation slows down as a story · 1 points

    HN discussion
  12. Submitted AI, policy, and market dynamics could create a deflationary spiral as a story · 1 points

    HN discussion
  13. Submitted Risking Ruin: How Alphabet's AI Bias Threatens Shareholder Value as a story · 1 points

    HN discussion
  14. Submitted Investing in the Long Waves as a story · 1 points

    HN discussion

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