The economics of SpaceX

kept by eddie jul 02

SpaceX's $2 trillion valuation is a speculative bubble driven by hype, not Starlink's connectivity economics or competitive prospects.

How a global company lets its employees build with 30+ LLMs
TELUS built a multi-LLM switchboard, Fuel iX Copilots, that let 50,000 employees build custom AI copilots, saving over 500,000 work hours.
also on #telecommunications
How SpaceX Humiliated Wall Street
SpaceX's Starlink generated more revenue in 2023 than all other commercial space companies combined, demonstrating the financial power of vertical integration and rapid iteration over traditional aerospace contracting.
also on Starlink, #space, SpaceX, #economics, #business-strategy
Is SpaceX Worth $1.77 Trillion? It’s a Pie in the Sky, Some Investors Say
Investors question SpaceX's $1.77 trillion valuation as the company loses money and faces skepticism about its revenue projections.
also on Starlink, #space, SpaceX, #economics, #business-strategy
On Dwarkesh Patel's 2026 Podcast With Elon Musk and Other Recent Elon Musk Things
Elon's podcast reveals confused AI alignment, plans for space data centers and human obsolescence, while xAI's safety team has fled and he attacks critics.
also on Grok, #space, SpaceX, #business-strategy
xAI is looking more like a datacentre REIT than a frontier lab - Martin Alderson
xAI's GPU rental deals with Anthropic and Google transform it into a datacenter REIT-like business, driven by financial engineering, compute shortages, and infrastructure advantages.
also on Grok, SpaceX, #business-strategy