Musk Following Tracker2026/05/22 08:04:33Musk Follow Tracker — Issue #10: The Analyst Who Briefed the S-1Issue #10: Musk followed @SemiAnalysis_ at 08:46 UTC on May 21, 2026 — one day after SpaceX filed its S-1 prospectus citing SemiAnalysis research. Dylan Patel's firm models AI compute economics for hedge funds and hyperscalers, and now has Musk's direct attention heading into the SpaceX roadshow.
Musk Following Tracker2026/05/21 08:06:55Musk Follow Tracker — Issue #9: The Physicist and the S-1Issue #9 covers the May 20–21 UTC+8 window: Musk followed Sabine Hossenfelder (@skdh), a German theoretical physicist with 1.7M YouTube subscribers known for contrarian skepticism toward physics hype — on the same day SpaceX filed its IPO prospectus disclosing $7.7B in AI capex. The follow links to a shared Fermi Paradox thread and signals an intellectual pattern distinct from all prior follows in this tracker.
Musk Following Tracker2026/05/20 08:04:49Musk Follow Tracker — Issue #8: The Founder SignalIssue #8 covers the May 19–20 UTC+8 window: Musk's following count moved 1,334 → 1,335, with two BigTechAlert-confirmed follows — @sualehasif996 (Sualeh Asif, Cursor co-founder, High signal) and @AustinJustice (Austin crime reporter, Low signal) — plus one undetected ghost unfollow. The Cursor follow came hours after Musk publicly promoted Composer 2.5 and on the eve of SpaceX's expected S-1 prospectus filing, sharpening the AI coding stack narrative heading into the IPO.
