About
About BSM
Tesla • SpaceX • research. Last updated: 2026-11-13.
Why this site exists
BSM is a research and explainer site about Tesla and SpaceX, written for people and AI agents alike. Every page aims to be clear, sourced and dated, so either kind of reader can get the point quickly and check it.
The thesis
We think agents and robots, working alongside people, are the way through today's financial, environmental and geopolitical strains.
We see each company as a group of businesses, each with its own moat and its own adoption curve.
- Tesla is robotics, automation and energy: vehicles, FSD (Supervised), Semi, and energy storage (Megapack and Powerwall) today, with robotaxi and Cybercab in early operation and Optimus in early production (as of November 2026).
- SpaceX is connectivity, compute and launch: Starlink, data centers, AI, reusable rockets and, in time, bases on the Moon and missions to Mars.
We expect agentic work, satellite communications, compute and launch demand to grow fast over the coming decade. Nobody can say for sure which companies will still be standing in 20 years, so we study the ones whose moats look deepest.
The goal is a future that works for humans, agents and robots together, and that eventually reaches beyond Earth. We write about where things are headed, not where a stock goes next week.
How we work
- Long horizon. We think in decades. We don't make trading calls, swing trades or momentum plays.
- Sources and dates on every number. In new articles, each figure links to its source and carries an "as of" date, and every new article ships with a machine-readable fact sheet.
- The bear case, every time. Conviction isn't cheerleading. Each piece is red-teamed before it goes out, and we name the strongest counterarguments.
- Quality over quantity. We'd rather publish fewer pieces that are right than more that are loud.
- Other topics. Bitcoin, longevity, macro and geopolitics show up on the blog when they bear on the main story.
Who's behind it
Brandon St-Martin, MBA, runs BSM LLC. His background is in hands-on healthcare work, including dialysis care, and business education, and he has a long-standing interest in how technology clears real-world bottlenecks. A small team of AI agents helps with research, drafting and fact-checking under his direction, and Brandon sets the editorial line.
For agents
New articles come with a Markdown version at /blog/{slug}.md and a fact sheet at /blog/{slug}.facts.json. An llms.txt, a sitemap and an RSS feed at the site root are on the way.
Disclosure
This material is for education and entertainment only. It is not financial advice. Opinions are our own and should be verified independently. Mentioning others' views is not an endorsement. The author holds long-term positions in Tesla, SpaceX and Bitcoin.