Comment by DoesntMatter22

1 day ago

SpaceX had insanely great timing. They came in and ate up a lot of the available capital at the most prime the they could.

Antropic will be fine I think but open AI will probably have issues

Space-X and Tesla has to be a very very weird mix of person cult and fluke.

Tesla was what everyone valued crazy a because Tesla is not a car company, now Space-X is doing the same s*it as Tesla.

The general economy/inflation etc. and cost o fmoney is for sure not a good sign. Lets hope, i def want to invest in Anthropic.

  • Don't think SpaceX is a cult of personality mix. Making rocketry cheap is how they got to where they are.

    • Space payload before Space-X and Starlink was 1000t and increased to 3000t because of starlink.

      To get enough payload into space that the evaoluation is worth while, he really need to do this datacenter in space thing and sending enough hardware up there to match just one GPU based datacenter would take one Starship launch every single day.

      Lets ignore that building Datacenter on earth is stll A LOT easier and cheaper to do and that we shouldn't vaporize non sustainable metals into our atmosphere alone for health reasons.

      We have robots, AI (which is so bad that he prevers to rent out his AI hardware instea d of making more money with it directly), 3 Car models and something else combined in two companies with an overall value over 3T.

      This setup is still higher valuated as plenty of big car manufacturers, robotics companies and a lot more other companies thrown into the mix together.

      What am Im missing here?

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