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.
Creator
zwayπ
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:
marketQuotestool (exact ticker required). - Historical bars, returns, drawdowns:
marketCharttool. - Everything else:
drivenCLI. Relevant categories:search(resolve name to ticker),company(profile, peers, executives),statements(income/balance/cash flow, growth, rati