Comment by ai-x
9 hours ago
Why are you comparing SpaceX revenues to US GDP? (when it's main customers will all have a global footprint)
GDP rates should be nominal (5-6%) not 3%
Also, go back in time and do the same analysis for Anthropic in 2023 or Nvidia in 2021, would you have predicted their current Annual revenue for them?
Outgrowing GDP for awhile— especially from a smaller base— is certainly possible. It is much less likely to do it from a long time from already large revenue.
If you looked at Google, Amazon, Apple, Microsoft valuation around 2007 (before the crash), you'd asked the same question about the large base. But here we are.
But none of any of those has grown at the pace from that large base necessary to justify this kind of valuation.