alt Hacker NewsSpaceX is literally the only company that has a reliable partially re-usable launch vehicle, and they're probably going to be the only company with a fully re-usable launch vehicle. Nobody else except maybe for some chinese companies and kind of RocketLab is even close. They basically have a monopoly...
They're launching like 150 rockets a year or something like that? It's bananas. They have star link too.
Honestly, I think people are asleep at the wheel with the valuation and shorting it seems stupid. They have the star shield thing, and hypothetically point-to-point QRF systems for governments with star ship. Then there's space data centers.
I know people gnash their teeth at that, but I'm pretty convinced the ass-pain associated with getting a data center constructed on the planet with all the NIMBY stuff will be will incentivize space data centers too.
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Any idea how they're handling the space data center heat problems? Energy harvesting in space is easy, while getting rid of heat is quite hard.
The point of the article isn't whether they are a good company or not. It is whether their stock price is justified. Even if they are the best in their field, they can't just name their stock price. At the end of the day, it has to be rooted somewhere in fundamental numbers.
China managed to land a reusable rocket just recently.
All the concrete stuff you describe is plenty justification for a really high valuation. Maybe a couple hundred billion, even. To justify a couple trillion, you have to really believe in orbital data centers, which just don’t make much sense. If NIMBY is the issue, it’s literally a thousand times cheaper to bribe the government of some poor country and put your stuff there than it is to put it in fricken space.
> I know people gnash their teeth at that, but I'm pretty convinced the ass-pain associated with getting a data center constructed on the planet with all the NIMBY stuff will be will incentivize space data centers too.
You can build solar panels practically anywhere with enough daylight. Space data centers will never make any sense and it's clearly bait for people who will believe anything.