Comment by laughing_man
20 hours ago
Starship is going to be huge when it's finally operational. It seems like it should be worth more than $8/shr if the potential is accounted properly.
20 hours ago
Starship is going to be huge when it's finally operational. It seems like it should be worth more than $8/shr if the potential is accounted properly.
Why is it going to be huge? Who are the customers and what do they want?
I don't follow this closely, just look at the pretty pictures. If there's demand for lifting much bigger/heavier things to orbit than presently possible, I would probably not know, for lack of pretty pictures. So please tell.
Starlink will be the biggest customer, at least initially. They're planning on both substantially increasing the number of satellites in the constellation and increasing the size of those satellites. That will keep it in the black for years even in the absence of other work.
In that scenario, most of the value would be in Starlink.
Launch vehicles have always been the cheap part in going to space. Payloads tend to be more expensive, and the actual value is in the services enabled by the payloads.
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Don’t forget that SpaceX has 3.884 billion outstanding shares!
just like full self driving tm
How is it like full self driving?
I'm thinking of flying over on the Spruce Goose to watch the first operational launch.
> Starship is going to be huge when it's finally operational.
Any day now. Yep, real soon, honest!
I don't understand this attitude. They're progressing steadily on something that's never been done before. They'll almost certainly be launching satellites next calendar year, and at a pretty good clip by Q4.
Don't repeat mistakes of people that were making fun of SpaceX landing rockets before they started to land.
Starship has so much innovation in there, the raptors itself etc.
It launches, it flies, it re-enters and it lands. The engines work. The heat protection work. Even when they push it to the limits by intentionally experimenting with different heat protection, omitting tiles etc. Even when they are in R&D stage.
I believe they can make it work with little refurbishment between flights. Even if all didn't work like they planned, they still have a very, very good vehicle.
I mean something must go off the rails very very badly for the Starship NOT to enter the service.
It has to make money. The Space Shuttle was a technical marvel as well and was massively subsidized by the US taxpayer.
Falcon9 has basically no market: the only thing that keeps it flying is Starlink.
The whole AI/orbital datacentres/launch thing is a giant grift.
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