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The Guesties
EM

Emil Michael

Guest on the All-In podcast · commentary only

Commentary — not scored

Emil Michael weighed in on the companies below but never made an explicit position call, so there’s nothing to track — these takes are recorded as commentary.

In their words

SpaceX→Commentary
“Grok's all in for all awful use cases across all classified and unclassified networks, as you'd expect, because, and you know, Elon's truth-seeking. We want truth in Department of War. We don't want ideology.”
E263· Mar 6, 2026
Anduril Industries→Commentary
“What I need to do, and what department needs to do, is have some of these companies win big contracts quick, like whether, you know, Androl, sure, um, uh, Saronic, sure, like a bunch of these companies, so that more money flows in, more ent”
E263· Mar 6, 2026