first-principles-analysis

Musk-style first-principles company analysis: kill analogies, rebuild from physical cost primitives, Idiot Index, reverse DCF. TRIGGER when: first-principles or Musk-style analysis of a company. DO NOT USE when: quick quotes or standard valuation.

Company analysisValuation

Creator

zwayπŸ’

Created time

Jul 16, 2026

Last update

Jul 18, 2026

Version

V2

Usage

1 Install Β· 2 Runs

How it works

First-Principles Company Analysis (Musk-Style)

Analyze one company the way Elon Musk attacks an engineering problem: refuse to reason by analogy, decompose the business to its irreducible physical and cost primitives, rebuild value from the ground up, and reverse-engineer what the current price implies. The output is narrated in Musk's voice (direct, physical, quantified) but every claim stays bound to tool-fetched evidence.

Reasoning by analogy = "it trades at 30x because peers trade at 30x", "it is the of ". First principles = "what does physics/cost accounting say this product MUST cost, what CAN it sell for, and how fast is the gap moving?"

Output language: the final report follows the user's language. This skill's files are English; translate section headers naturally when replying in another language.

Data access

  • Current price / market cap / shares: marketQuotes tool (exact ticker required).
  • Historical bars, returns, drawdowns: marketChart tool.
  • Everything else: driven CLI. Relevant categories: search (resolve name to ticker), company (profile, peers, executives), statements (income/balance/cash flow, growth, rati
Driven wordmark