Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

Wall of Supply IV - Machiavellian Game Theory

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Le Shrub
Jun 04, 2026
∙ Paid

We continue our thought process around the SpaceX IPO and the subsequent “Wall of Supply”.

Today we are going to get a bit darker, as we invoke our inner Machiavelli:

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