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.
